<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 data-pasted="true"><strong>In this guide we will cover:</strong></p><p><strong>- What is the SnelStart Integration?</strong></p><p><strong>- Linking SnelStart to Halo</strong></p><p><strong>- Tax Rates</strong></p><p><strong>- Ledgers</strong></p><p><strong>- Customers</strong></p><p><strong>- Products</strong></p><p><strong>- Invoicing and Syncing</strong></p><p><br></p><p><br></p><p><strong>Configuration Settings Guides:</strong></p><ul><li style="font-weight: bold;"><a href="https://usehalo.com/halopsa/guides/1352/" target="_blank" rel="noopener noreferrer"><strong>Accounts Codes</strong></a> </li><li style="font-weight: bold;"><a href="https://usehalo.com/halopsa/guides/1349/" target="_blank" rel="noopener noreferrer">General Settings (Billing)</a> </li><li style="font-weight: bold;"><a href="https://usehalo.com/halopsa/guides/1351/" target="_blank" rel="noopener noreferrer">Tax Rates</a></li></ul><p><br></p><p><strong><span style="font-size: 14pt;">What is the SnelStart Integration?</span></strong></p><p>SnelStart can be integrated with Halo to import tax rates, ledgers, customers and products; all of which can then be used to sync invoices between both platforms.</p><p><br></p><p><strong><span style="font-size: 14pt;">Linking SnelStart to Halo</span></strong></p><p>First, the SnelStart module needs to be enabled in Halo. This can be done in Configuration > Integrations > Accounts and Payments section. Hover over it and ensure it is enabled by the area by clicking the plus icon. Once enabled, hovering over the module will show a cross icon instead.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM4MGQ0MmI0LWUwNTQtNDY4ZS1hN2M5LTUzOWQ3MzM3YzZiYyJ9.pCpnM6M_40oXTnDGH8WfRdFHtoyLCCfirCD9R6Geqn0" width="271" height="162" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 1. Enabling the SnelStart module</span></strong></p><p><br></p><p>Click into the module, where you will find a "Connect to SnelStart" button. This will then prompt you to your SnelStart login page where you can log in with your SnelStart credentials and then select the SnelStart organisation that you wish to sync with Halo.</p><p><br></p><p><strong><em>Note: The connection may take a few minutes to be formed. Do not exit off of the page.</em></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjIxNTY3OTlmLWI2ZTItNDM0NC04M2Y5LTYxNDNmOTA2ZjY4OSJ9.SHnI5XZxcEjsooaS7SESABwyj5CSapEeSjqTkE1_VE0" width="300" height="250" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 2. Connect to SnelStart button</span></strong></p><p><br></p><p>Upon a successful connection, the button name will change and show that you are now connected. </p><p><br></p><p data-pasted="true">You will now be able to see the configuration options for the module.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg5ZWE1OWFlLWFmOTAtNDFmYy1iMjA3LTc0N2QyZDZhMDk1ZSJ9.YIm-GxWlJg32CYBFOSdTFb5Eah2imIGu0eH8S9Y6S60" width="485" height="200" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 3. Successful SnelStart connection</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Tax Rates</span></strong></p><p>Any tax rates that are within your list will need to be manually assigned to a SnelStart tax type. Click the "Edit Tax Rates" button, then the "Tax Rates" button to bring up the list.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjEwMjMzMThiLWY3NzYtNDZlNS1hMGY3LTU4OWI1NDZjNDU5NiJ9.0gJVmk1XQ1CzajcEkD4Wj6rjajPx_C2DSUyEyJFwX1c" class="fr-fic fr-fil fr-dib" width="529" height="162"></p><p><strong><span style="font-size: 10pt;">Fig 4. Edit Tax Rates button</span></strong></p><p><br></p><p>Choose a tax rate to edit, then set the "Tax Type" dropdown accordingly.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNjODZkYWMyLThmNTctNDkyZC05NzI0LWU3N2RhMjljYWZmYSJ9.RLy_KlnV6TCY0tqrfi1TkHCLAAvTKbM2eRC5GUCKtXI" class="fr-fic fr-fil fr-dib" width="356" height="571"></p><p><strong><span style="font-size: 10pt;">Fig 5. Tax Type selection</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Ledgers</span></strong></p><p>Ledgers can be imported, and then manually assigned to your products. Click the "Import Ledgers" button. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQyYmZkYjAwLWZmNzEtNDMzNy04ZjMwLWYwNTRlNGNkNmU0MyJ9.g9II5tNwfSRmtsTS_9Z4KKjYr-W2kddRJJq5fO-iUEs" class="fr-fic fr-fil fr-dib" width="1503" style="width: 1505px; height: 205.094px;" height="205"></p><p><strong><span style="font-size: 10pt;">Fig 6. Import Ledgers and View Ledgers buttons</span></strong></p><p><br></p><p data-pasted="true">A popup will then show if this is successful, saying how many ledgers have been imported.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM1MWEwNWI0LTEyZWUtNDhjYS1hMWEwLTFhODY4ODdhZDQ5YiJ9.JjC3ZjKtIesPHim-R69ttrcJTzxEP8iOCmApeIRtYEo" class="fr-fic fr-fil fr-dib" width="240" height="130"></p><p><strong><span style="font-size: 10pt;">Fig 7. Ledgers import pop up</span></strong></p><p><br></p><p>Clicking the "View Ledgers" button will then take you to the Accounts Codes area where they will be listed.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjAyOTkzOWI4LWYzNzgtNDI3ZS05MDlkLTE5MGUwYTMwZmRlYiJ9.uSNZx40bWviNW21pp4Nv-XsRrXoBaTk3FCT9qY7ugrw" class="fr-fic fr-fil fr-dib" width="713" height="521"></p><p><strong><span style="font-size: 10pt;">Fig 8. Ledgers as Accounts Codes</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Customers</span></strong></p><p>Customers can be imported, and will match to existing customers if there are any already in Halo with the same code or name. If pre-existing, the main site address will be updated to match. If no main site is set on that customer, it will create a new one.</p><p><br></p><p>If top levels are enabled in Configuration > Users > General Settings > "Show an additional level ("Top Level") for grouping Customers", you can choose a top level for the new customers to be created under.</p><p><br></p><p>Click the "Import Customers" button to run the import.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjYwYjMwMWEwLTdkYzgtNDljYS05YzMzLTFmNWM5YmVjYzA1NiJ9.M2TgUZU-ahxzmjxyvd68VR18bsSqXNN3sX3f2LaJ2ks" class="fr-fic fr-fil fr-dib" width="1516" style="width: 1518px; height: 286.538px;" height="287"></p><p><strong><span style="font-size: 10pt;">Fig 9. Import Customers button</span></strong></p><p><br></p><p>An import screen will then appear for your customers. This may take a while to load depending on how many customers you have, so just leave it open and running. By default, all customers will be selected to import. If you want to select only a few, i.e. to test, disable the checkbox in the top left that selects every customer. You can then manually tick a few you wish to import. </p><p><br></p><p><strong><em>Note: If the Halo Integrator is enabled later on, every customer in the list will be imported on the next sync.</em></strong></p><p><br></p><p>To import customers, then press "Start". Once finished, "Sync Finished" will show to the left next to the "Start" button.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI1ZWFlMDVkLTllMWMtNGVkMS1iOTkyLWZmNDM0MDk4MzY5ZSJ9.19-y-ZJm8_eV2RGde7M3E4wcIFsC6MP9jNKOz4ziqnw" width="982" style="width: 984px; height: 482.494px;" height="482" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 10. Import Customers screen</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Products</span></strong></p><p>Finally, products can also be imported. Select a product group for your newly imported products, and then click the "Import Products" button underneath.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI5NzAxOTBhLTk3YzUtNDhjNS04NjFmLWE1ODY4NTBlYWZjYSJ9.nNHQGlt4Bki7pJdzIG0w15RTsHkggT6bYlSbXuiaYmM" class="fr-fic fr-fil fr-dib" width="1521" style="width: 1523px; height: 264.95px;" height="265"></p><p><span style="font-size: 10pt;"><strong>Fig 11. Selecting a Product Group for Products and the Import Products button</strong></span></p><p><br></p><p>The product import screen will then pop-up in the same way the customers one did.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE0ZGI2NjllLWM1NTQtNDk0NC05ZTQ5LWZmMjEwZTMzNWQ3YiJ9.Sis8lwKz_bxT5FJuOhy3pDBbV7UoKHNEMJgf23y9fik" width="986" style="width: 988px; height: 483.939px;" height="484" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 12. Import Products screen</span></strong></p><p><br></p><p>Upon completion, the products show in the product list with the assigned product group that was set in the dropdown. Ensure that the "Income Account" and "Expense Account" fields have a ledger set in each.</p><p><br></p><p><strong><em>Note: SnelStart limits to only allow numeric values for product codes for the "Item Code" field in Halo. </em></strong></p><p><br></p><p><strong><em><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ1N2RlNmRkLWU3OWItNDFlOC04OTRhLTE1NGRkN2MyNzFjNiJ9.oTwY5LW6qB8feT-OMAIOBZZu4zVnMQicLzOFWTE08hI" class="fr-fic fr-fil fr-dib" width="475" height="507"></em></strong><strong><span style="font-size: 10pt;">Fig 13. Product linked to SnelStart</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Invoicing and Syncing</span></strong></p><p>Once all of the above imports are complete, invoices can then be made in Halo to sync to SnelStart automatically. Upon clicking "Enable syncing to SnelStart", you can set the Default Item for Invoices and Default Invoice template, as well as an option to show a popup upon successful sync when creating your invoices.</p><p><br></p><p data-pasted="true">This will also automatically sync your customers and products to SnelStart when created or updated in Halo. Any customers or products that are deactivated in Halo will become inactive in SnelStart, and deleting invoices will also delete them in SnelStart (providing they are in a state that SnelStart allows deletion for).</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjIwMmNjNTgyLTU5MGQtNDM5NC1iMGQ1LWU4M2Y5N2MzMWRiZiJ9.k-u8e-N0ISAxLLfUU5hMMgo8YF4_jC-VDZKn9hZfa-8" class="fr-fic fr-fil fr-dib" width="1293" height="413"></p><p><strong><span style="font-size: 10pt;">Fig 14. Allowing syncing</span></strong></p><p><br></p><p>Below is an example invoice that has been made from the imported customer and product.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZmNTJmNDRiLTQ4OGUtNDUyOS04NGZjLWJjNzYxZTUxNjY1YyJ9.pOX7oaHngNZA4Vq2VYRwQ4YH8DPPvPu-M30JnLqza9M" class="fr-fic fr-fil fr-dib" width="1523" style="width: 1525px; height: 692.361px;" height="692"></p><p><strong><span style="font-size: 10pt;">Fig 15. Example invoice</span></strong></p>
