HaloITSM Guides
Documentation to assist with the setup and configuration of the HaloITSM platform
Guides > Etilize Integration
Etilize Integration
There are very few steps required to set up the Etilize integration - simply head to Config>Integrations>Etilize & enable the module:
In here, set your default Locale & default Catalog.
Following the above module being enabled, you will find a new option against Quotes, Sales Orders & Purchase Orders: 'Add Etilize Item'
Selecting this will open a search window (using the default options selected above). Simply search in the search bar, select the product(s) you want to add to the Quote/Order & click confirm selection:
This will automatically create respective products in Halo & place them under the relevant Etilize group (or create a group if one does not yet exist)
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