This article defines how data will be pushed from Quoter to Halo PSA. Learn more about integrating with Halo PSA in this article.
Field Mappings
Overview
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.
Quoter Quote to Halo Opportunity
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.
Quoter Quote to Halo Quote
When Quoter creates or updates Halo Opportunities, we also create a Halo Quote and associate it with the Opportunity.
Quoter Line Items and Halo Line Items
When creating a Quote in Halo, we will populate the Line Items following the mapping below:
Quoter Line Items and Halo Line Products
When creating a Quote in Halo, if we don't match to an existing Halo Product based on a Part Number / Code to SKU match, or an exact name match, we'll create a new Halo Product. The Product will be created using this mapping:
Halo Users and Quoter People
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:
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:
