This article defines how data will be pushed from Quoter to Halo PSA. Learn more about integrating with Halo PSA in this article.

When creating Quoter Quotes, a Halo User and Company can be looked up pulled into Quoter's Prepared For fields. Additionally, existing Halo Opportunities can be selected and Halo Products can be added as Line Items. Upon Quote publish, Quoter's Person, Quote, and Line Item data is pushed to Halo. Where entities are not looked up in Halo, and matches are not made, Quoter creates new entities in Halo.
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When Quoter creates or updates Halo Opportunities, we push a PDF of the Quoter Quote to Halo. You can also push the value from a Quoter Custom Field to the Opportunity PO Number field, and upon acceptance of the Quoter Quote, we can also create a Sales Order in Halo.

When Quoter creates or updates Halo Opportunities, we also create a Halo Quote and associate it with the Opportunity.

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When creating a Quoter Quote you can use Person Search to prepare the Quote for a Halo User. When you do this, this is the mapping of the Halo User to the Quoter Person is this:
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Similarly, Quoter will create Users and Customers in Halo if a match is not found when a Quoter Quote is published (not created for Leads). In that case, this is the mapping:

When creating Halo Sites, Quoter uses this mapping:
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