1. Log into Datagate
2. Hover over your UserID in the top right-hand corner of the screen and Click Settings 
   
3. Click Integrations
   
4. Click Configure for the HaloPSA integration
5. Enter the following information gathered from your HaloPSA account and Click Test Account Access
   1. Client ID: Found in HaloPSA
   2. Client Secret: Found in HaloPSA
   3. Tenant: This is the Application Name you entered in HaloPSA 
   4. Authorization Server: Found in HaloPSA
   5. Resource Server: Found in HaloPSA
      
      
      

      "Test Account Access" will also create a Custom field (Datagate) on the Customer in HaloPSA.

       

Synchronization Options

1. Click Details on the HaloPSA integration
   
2. Synchronization Settings
   
   1. Enable Product Sync: Allows charges on recurring invoices to be imported and updated into Datagate as Products 
   2. Use Default Agreement: If Yes, all HaloPSA contracts for a customer are imported into a single Agreement in Datagate. This means Datagate will generate a single invoice per customer each month/billing period. Subtotals per site will be displayed on the invoice. When the invoice is exported to HaloPSA, it will be exported to a single contract. 
      1. If No, each HaloPSA contract imported will be assigned to its own Agreement in Datagate. Datagate will generate a single invoice per contract per month/billing period. Each invoice can be exported back to its associated HaloPSA contract. 
   3. Contract Type: This allows you to import charges from HaloPSA contracts of a particular type. This ensures a customer can have multiple contracts, some of which are invoiced by HaloPSA and others where Datagate creates the invoice. 
   4. In Advance Setting: Typically: One Month in Advance. The monthly charges are a month in advance of any (possible) Usage charges. e.g. An invoice may contain July Usage charges and August monthly charges.
   5. Enable to Use Site Zip Tax for New Customers: Use the Site's zip code to determine the location if the charge is assigned to a Site and the Site has a zip code. otherwise, the Customer's zip code will be used for the tax engine. Typically: Yes.
   6. Update Site: Make sure this is checked.
   7. Allow Pro Rata: Pro rates charges for services that start in the middle of the month. If unchecked, the whole month of services is charged.
   8. Last Successful Sync: Displays the time the sync last ran successfully. 
   9. Force Sync: Pushes your portal to the top of the Sync list
3. Customer Synchronization
   
   1. Synchronize Opening Balance: If Yes, Datagate will import the current balance from HaloPSA. Opening balances are not currently displayed on a screen in Datagate.
4. Product Synchronization Filters
   
   1. This allows you to choose which Items are imported to Datagate. If you leave this blank, all items for the Contract Type will be imported to Datagate.
      • Item Group: Choose the Item Group you want to import. If left blank all reoccurring invoice items will be imported
        • Basic: Choose a single Item Group. All items in this group will be imported
        • Advanced: Choose multiple Items Groups. All items in these groups will be imported