<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><strong>In this guide we will cover:</strong></p><p><strong>- What is the KashFlow Integration?</strong></p><p><strong>- Enabling the KashFlow Module</strong></p><p><strong>- Connecting to KashFlow</strong></p><p><strong>- Tax Rates</strong></p><p><strong>- Customers</strong></p><p><strong>- Products</strong></p><p><strong>- Suppliers</strong></p><p><strong>- Syncing to KashFlow</strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">What is the KashFlow Integration?</span></strong></p><p>The KashFlow integration can be used to sync invoices, with the customers, products, and suppliers associated with them.</p><p><br></p><p><strong><span style="font-size: 14pt;">Enabling the KashFlow Module</span></strong></p><p>In Configuration > Integrations > Accounts and Payments, hover over the "KashFlow" module and click the "+" that will appear to enable this. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImIxNWUyZWUwLTY5OTktNDRjOC04YzY4LWNkNGRjZDc5YTZlOSJ9.wvaLjcPnAcSItC_PJHqvE_JXZR8oH89P-_Y1RPb3_y4" class="fr-fic fr-fil fr-dib" width="85" height="103"></p><p><strong><span style="font-size: 10pt;">Fig 1. Enabling KashFlow.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Connecting to KashFlow </span></strong></p><p>Click into the module, which will bring up a list of any tenants you have already set up. Click "New" in the top right to create a new one.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY5NWViOGVlLTIzZjYtNGYxZC1iZTFkLTk2MmRmODcwNzIwNSJ9.89xKAaauMwX7_f54nku0GyGgSXSciA8GmrKQCn3E6Y8" class="fr-fic fr-fil fr-dib" width="1230" style="width: 1232px; height: 579.105px;" height="579"></p><p><strong><span style="font-size: 10pt;">Fig 2. Adding a new tenant.</span></strong></p><p><br></p><p>You can then create a connection to KashFlow. Give it a relevant name, and enter the username and password of who the integration should log in as.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI4NmJkOWUxLWQ1ZTAtNGMwZi1hNzZjLTQxMDFiMzgwZWM3NiJ9.DXHFketQ6ulOIMdfERPm39GLidqiU-BWMX6gkrwps_I" class="fr-fic fr-fil fr-dib" width="625" height="455"></p><p><strong><span style="font-size: 10pt;">Fig 3. Entering credentials.</span></strong></p><p><br></p><p>You will then need to enable API access in KashFlow if not done already. Within "Settings", go to "Apps" and click "API Settings" in the top right corner.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY0N2JmYWYyLTJhYjMtNDE5Ni04MWE0LTBlMDY5MTBkYzk2MSJ9.oN0Ni2VK4DoCAXFTmP1idQn4TcEdXV_it30zQb9BzoE" class="fr-fic fr-fil fr-dib" width="1234" style="width: 1236px; height: 582.745px;" height="583"></p><p><strong><span style="font-size: 10pt;">Fig 4. API Settings button.</span></strong></p><p><br></p><p>Here, you will get the option to "Enable SOAP API". Upon enabling, the other options will appear such as restricting by IP address. In this example, we will use the base SOAP API with no IP or auth restrictions.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk3ZjcwYTI5LWZhMjQtNDQwNy05ZGRhLWM0OWYwYjc2YTBmYyJ9.HSJiAz1TLXeMieMua5JgKOMOlHHIdDs6nJ5TFojaxY0" class="fr-fic fr-fil fr-dib" width="386" height="532"></p><p><strong><span style="font-size: 10pt;">Fig 5. Enabling the API.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Tax Rates</span></strong></p><p>Once connected, you can import your tax rates. If a tax rate with the same name or KashFlow ID exists, it will update this.</p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk2MWFhNDUxLTlkNjEtNDRiNi04ZTMxLTNhMzRkOGZiMjgzOCJ9.sKhdGYgP09Sxp_myFrZ4HeNWLsQ30HIS9-UDvc6ghzk" width="1080" height="222" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; width: 1082px; height: 222.249px; max-width: none !important;" id="isPasted" class="fr-fil fr-dib"><strong><span style="font-size: 10pt;">Fig 6. Import Tax Rates button.</span></strong></p><p><br></p><p>Upon clicking, the tax rates will be automatically imported. The number of tax rates will show in the popup.</p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNjYmI4NWE4LTRmMDgtNDMwNy05ZDQ0LTNhNGNhZmI4NGUyYyJ9.nLHL9u9tAs5CsqBps6xC_jaSVqHANcv2vabKjrbpCKE" width="209" height="111" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; max-width: none !important;" id="isPasted" class="fr-fil fr-dib"><strong><span style="font-size: 10pt;">Fig 7. Tax rate import popup.</span></strong></p><p data-pasted="true"><br></p><p>You can tax rates from KashFlow automatically on a daily basis, this will update any existing rates and create new rates. This is enabled using the setting "Import tax rates daily" under the "Tax Rates" tab. When enabled, the latest tax rates will be automatically imported during the daily task scheduler run. This helps to keep your tax rates up to date without having to re-import manually. </p><p><br></p><p><strong><span style="font-size: 14pt;">Customers</span></strong></p><p>Once your tax rates are imported, you can import your customers. If you have top levels enabled (Configuration > Users > General Settings), a default top level to assign the customers to can be set here. You can then also set the tax rates: either a percentage, no tax or use product tax.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQzMzBiMWMzLTc5MTgtNDk2Yi1iYjRiLTM1YzkyZjZlZWQ2ZSJ9.rABQwvrUxyNHL1fOkuxhU5Ef6ErcTtMP0w0Iq77wof4" class="fr-fic fr-fil fr-dib" width="1232" style="width: 1234px; height: 467.581px;" height="468"></p><p><strong><span style="font-size: 10pt;">Fig 8. Import Customers button.</span></strong></p><p><br></p><p>A customer like the below in KashFlow...</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjlmNmNlMGE5LTcyZTMtNGFmNS04Y2Y0LTljMjA3ZGJkY2JjZCJ9.ITeD6KJQgZ68qDn8CZQZrGgLT6RCWFQkHkb8mS8cdX4" class="fr-fic fr-fil fr-dib" width="1232" style="width: 1234px; height: 587.354px;" height="587"></p><p><strong><span style="font-size: 10pt;">Fig 9. KashFlow customer.</span></strong></p><p><br></p><p>…will then appear like below when imported into Halo.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImMyMzJkZjI4LWRmMWMtNGI4Yi04YjAyLTBlZGMwMzY2N2ZmYiJ9.oqM-ETmHp3gybJWtaPghY3m1olmOAOZ4Bks3yvk7_uo" class="fr-fic fr-fil fr-dib" width="1235" style="width: 1237px; height: 639.473px;" height="639"></p><p><strong><span style="font-size: 10pt;">Fig 10. Imported customer.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Products</span></strong></p><p>The "products" import refers to accounts codes and products within a Halo context. You can first set a "Product Group" to use for the imported products.</p><p><br></p><p>You can import your products and sub-products here. The products will import as a sales code within Halo, and the sub-products will import as a product. Ensure you import the products before the sub-products to allow these to match correctly. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjlmOGQyNTAxLTNkNjItNDY0Zi1iMzU5LTA3YWMwMDk2N2U1ZCJ9.UgVTiQ5VoTlLvDWWa5TavICzE_hle-UZ4_Ml5HrizRQ" class="fr-fic fr-fil fr-dib" width="1229" style="width: 1231px; height: 337.004px;" height="337"></p><p><strong><span style="font-size: 10pt;">Fig 11. Products and sub products import.</span></strong></p><p><br></p><p>A sales code and its associated product like below... </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjliNjk5OWM3LWMzYzgtNGE0OS04YThhLTNmMzFkYzgzYWViMSJ9.DUv76X5QoOke44Am2Nwh4XADY7mXmKh0juuEEoaBgMw" class="fr-fic fr-fil fr-dib" width="1160" height="764"></p><p><strong><span style="font-size: 10pt;">Fig 12. Sales code and associated product in KashFlow.</span></strong></p><p><br></p><p>…will import as a lookup code with entity "KashFlow Products".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZjYTFmMDkzLTdmZmYtNDU0Ny1iOGVlLWU2OTdhOTA4MjMyZiJ9.vMLIlTXmCm7KotR7lXuPWmOx0rpFGN8Is2Wf7VQ2vHw" class="fr-fic fr-fil fr-dib" width="188" height="267"></p><p><strong><span style="font-size: 10pt;">Fig 13. KashFlow Products lookup codes.</span></strong></p><p><br></p><p>…and a product linked to the tenant.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY3Njg1MzhkLTM1ODgtNGYzMi04N2M0LWY0MjkxYzRkYzVmZiJ9.f89tb8EkKFTswl081zBsZMU5mPAn1lK4wkyfjbZCrSs" class="fr-fic fr-fil fr-dib" width="684" height="497"></p><p><strong><span style="font-size: 10pt;">Fig 14. Imported sub product.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Suppliers</span></strong></p><p>Suppliers can be imported, and if top levels are enabled, one can be assigned to them.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU1MTliNDQwLTQzYzEtNDMxZS1iYTZjLWQyZDMyYTRjOTFmNSJ9.smo_T_yt8nmFYkGjTfxjgLx8UAZEyUzHzA-loqhuecw" class="fr-fic fr-fil fr-dib" width="1229" style="width: 1231px; height: 273.663px;" height="274"></p><p><strong><span style="font-size: 10pt;">Fig 15. Suppliers import.</span></strong></p><p><br></p><p>A supplier that appears like below in KashFlow...</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ4NjliMjYzLTcyMTAtNGY4OS05YTc3LTlmYTJjYjk2YzM1NSJ9.Phmr8nebT3v-l8oCYykFIkfrKwenH6YP0UJEWB70fiE" class="fr-fic fr-fil fr-dib" width="1232" style="width: 1234px; height: 588.865px;" height="589"></p><p><strong><span style="font-size: 10pt;">Fig 16. Supplier in KashFlow.</span></strong></p><p><br></p><p>…will be imported like below into Halo.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhhY2ZlODYwLWQyYzAtNDMxOS04ZDJmLTc0YzMzMmNiNTA5MCJ9.NY1ncT6o_y3uBPvGF_f7PIvOvw8SBW6hKk3ulCMKTx4" class="fr-fic fr-fil fr-dib" width="1134" height="803"></p><p><strong><span style="font-size: 10pt;">Fig 17. Imported supplier from KashFlow.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Syncing to KashFlow</span></strong></p><p>The final tab is to enable syncing to KashFlow. Upon enabling the first option, y=further options will show. You can set a a default sub product code to use if a product is not matched, and choose if a popup message should show after syncing.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc1NDBkYTVlLTQ5ZGUtNDU4ZS1hMDM2LTkzNDI1Njg4ODRlNSJ9.-mNUHcgFksIaQeI8FoUgy411P1Y-kDzv4bwrIAUV6VM" class="fr-fic fr-fil fr-dib" width="619" height="334"></p><p><strong><span style="font-size: 10pt;">Fig 18. Syncing option. </span></strong></p><p><br></p><p>If the sync message is enabled, the following popup will show after creating an invoice.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImZmMTBlNjQxLTg0MDctNDU0Yy05YzU0LTM0OGU0NjcwYTZiMiJ9.iPnMEz4vP2m8g40XL46VuwxaIpA0MTsg1fhE6cG7UEA" class="fr-fic fr-fil fr-dib" width="307" height="123"></p><p><strong><span style="font-size: 10pt;">Fig 19. Invoice sync popup.</span></strong></p><p><br></p><p>The following invoice made in Halo...</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjAxY2U3MDA5LTlkZWUtNDgxMC1iMDAxLTczY2VlYjVhYjA4YyJ9.Un18UOkhlneXdhTGQwMNh6Xa6u1Pn4_GekznHdHWnFo" class="fr-fic fr-fil fr-dib" width="1240" style="width: 1242px; height: 643.734px;" height="644"><strong><span style="font-size: 10pt;">Fig 20. Halo invoice connected to a KashFlow customer.</span></strong></p><p><br></p><p>…has synced to KashFlow.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJkZTFhOTVkLWQ4ZWEtNDBlYy04ZDFjLTVmNGE2MmRlN2M5OSJ9.CHgoWEwt9ffCoUl0cdQn9o3xs37WYVcHzl8LkatRi0s" class="fr-fic fr-fil fr-dib" width="1242" style="width: 1244px; height: 589.229px;" height="589"></p><p><strong><span style="font-size: 10pt;">Fig 21. KashFlow sales invoice.</span></strong></p><p><br></p>
