HaloITSM

HaloITSM Guides

Documentation to assist with the setup and configuration of the HaloITSM platform

Guides > Etilize Integration

Etilize Integration

In this lesson we will cover:

- Setting up the Etilize Catalogue

- Adding Etilize Items to Quotes/Sales Orders/Purchase Orders


Setting up the Etilize Catalogue

There are very few steps required to set up the Etilize integration - simply head to Configuration > Integrations > Etilize and enable the module:

Fig 1. Etilize Module


In here, set your default Locale and default Catalog. In this case I am in the UK, so I configure it the following way

Fig 2. Integration Page


Adding Etilize Items to Quotes/Sales Orders/Purchase Orders

Following the above module being enabled, you will find a new option against Quotes, Sales Orders & Purchase Orders: 'Add Etilize Item'.


Fig 3. Creating a Quote with Etilize Button Now Showing


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:


Fig 4. Product Catalogue


This will automatically create respective products in Halo and place them under the relevant Etilize group (or create a product group if one does not yet exist). As shown in Figure 5 These are the product groups from Etilize which can be mapped to Halo product groups. When adding an Etilize product to a quote the product gets created in Halo, if you make mappings the created product can automatically go to the right place depending on your mapping.

Fig 5. Etilize Product Group Mappings Table

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