<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p id="isPasted"><strong>In this guide we will cover:</strong></p><p><strong>- Downloading the Application</strong></p><p><strong>- Setting up the Integration</strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">Downloading the Application</span></strong></p><p>The Sage 50 Canada Desktop integration has recently moved to a new application that is run locally but connects to your Halo instance using the Halo API.</p><p><br style="box-sizing: inherit;"></p><p>It can be downloaded from <a href="https://s3.halopsa.com/HaloAccountsIntegrator.zip" style="box-sizing: inherit; color: rgb(15, 97, 161); background-color: transparent; touch-action: manipulation; text-decoration: none; cursor: pointer;">https://s3.halopsa.com/HaloAccountsIntegrator.zip</a></p><p><br></p><p><strong><span style="font-size: 14pt;">Setting up the Integration</span></strong></p><p>Download the app and ensure that it is running locally to Sage 50 Canada Desktop.</p><p><br></p><p>Go to Configuration > Integrations > HaloPSA API > View Applications and create a new application. Enter a sensible Application Name (such as "Sage 50 Canada Desktop ") and set the Authentication Method to "Client ID and Secret" and take note of the Client ID and Secret.</p><p><br></p><p>Set the Login Type to "Agent" and choose an Agent account to impersonate.</p><p><br></p><p>Go to the permissions tab and ensure that at least "Admin", "Edit - Items", "Edit - Customers", "Edit - Invoices" are selected and Save.</p><p><br></p><p>Start the HaloAccountsIntegrator.exe and enter your HaloPSA URL and the Client ID and Secret.</p><p><br></p><p>Click "Connect" and the Click on the Sage 50 Canada Desktop icon. Enter the location of the Sage .SAI file and a username and password combination for logging into Sage - you will probably also want to check the box for "Multi User" login.</p><p><br></p><p>Once connected you should see an introduction tab and 4 other tabs for each entity that the integration currently interacts with.</p>
