<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 Rhipe Integration?</strong></p><p><strong>- Enabling the Rhipe Integration </strong></p><p><strong>- Connecting Rhipe</strong></p><p><strong>- Customers</strong></p><p><strong>- Subscriptions</strong></p><p><strong>- Halo Integrator</strong></p><p><br></p><p><strong><br></strong></p><p><strong>Related Guides:</strong></p><ul><li style="font-weight: bold;"><a href="https://usehalo.com/halopsa/guides/2508" target="_blank" rel="noopener noreferrer"><strong>Licences/Subscriptions Overview</strong></a></li></ul><p><br></p><p><strong><span style="font-size: 14pt;">What is the Rhipe Integration?</span></strong></p><p>The Rhipe integration can be used to import customers and subscriptions, with the ability to sync the information over on a daily basis via the Halo Integrator.</p><p><br></p><p><strong><span style="font-size: 14pt;">Enabling the Rhipe Integration</span></strong></p><p>You will need to enable the integration module by hovering over it and clicking the "+" icon that appears. Navigate to Configuration > Integrations > Distribution to find the Rhipe module.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImZhZTNlNzMwLWRlNDQtNDYxZi1hYmRhLTRiOTk2ODEyMjkzNSJ9.Q3ODb93skOowLgBsNydn9a-gdp6FbZvjHJjY4dldzZA" class="fr-fic fr-fil fr-dib" width="104" height="119"></p><p><strong><span style="font-size: 10pt;">Fig 1. Enabling the Rhipe module</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Connecting Rhipe</span></strong></p><p>The credentials to input can be created within the PRISM Portal. Select the Customer Management menu item from the left-hand side, and click the "View" button available against your company, likely the first in this list.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjYxZWUzNDA4LTgzOGEtNDkxYS04OWY2LTk2ZGE2MDQyZGY2NyJ9.9ftjE9__bJz5usf70APaOH0o3PIY_r9qQCZ8NTaPdy4" class="fr-fic fr-fil fr-dib" width="1466" height="358"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 2. Selecting a Rhipe customer</span></strong></p><p><br></p><p>On the “Customer Details” page you will see a “Manage Client Credentials” option, then clicking that will show a "Generate Client Credentials" button.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE2NTJjZjdlLTc3YmItNDAzNy05ODQ0LTg0ZDQzNGU5NGZjYyJ9.88D0-GLC9_RlmwYlPd_P846--byTTQJ6QcFgVA1aJh0" class="fr-fic fr-fil fr-dib" width="1461" height="236"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 3. Creating client credentials</span></strong></p><p><br></p><p>Take note of the Client ID and secret that is generated here.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU1MjM4M2NhLTkxMDAtNDlkMC05OGU1LTgzMjQyNWZhMGE2ZiJ9.kir2F3faP4Y1K-lYeclGr1PPhNQlf3L5JvtBnBZJUnY" class="fr-fic fr-fil fr-dib" width="574" height="412"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 4. Generated credentials</span></strong></p><p><br></p><p>These can then be entered into the corresponding fields within Halo.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ1Y2I5YjU3LWY0YjAtNGRlOC1hYWJiLWViYTcyZTY2YzY4OSJ9.ye16SwEJf6QYSJImbqQPB2bVuzB6VTPmu2pXlBgxW_s" class="fr-fic fr-fil fr-dib" width="438" height="327"></p><p><strong><span style="font-size: 10pt;">Fig 5. Entering Rhipe credentials in Halo</span></strong></p><p><br></p><p>Click the "Test Configuration" button to verify that the integration is connected properly. If you have an error at this stage you can trouble shoot by using the developer console in your browser (Fn + F12 if on a Windows device).</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ1ODk1OTZlLTZlY2EtNGM1MC1iOWY0LWQyOGZhMzVmNDk1YyJ9.f8SLVZU1dotK64vSZCeDSNsw3_VBFn-LIq2sFcBBf0s" class="fr-fic fr-fil fr-dib" width="172" height="121"></p><p><strong><span style="font-size: 10pt;">Fig 6. Successful test of Rhipe configuration</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Customers</span></strong></p><p>The "Generate Mappings" button can be used to pull through customers in Rhipe that exist in Halo with exactly the same name. If the names do not match then no mapping will be created. In this example there was only one customer that had the same name, so only one mapping was made.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM5NzhhNmFkLWQwYzItNDY2MC1iMDcxLTk2MjRmY2Y3YmZhZCJ9.5QC0sUb2mWrCGBtl34cHMlSb8gI0LUWIOfVJ91I2Pp0" class="fr-fic fr-fil fr-dib" width="1692" style="width: 1694px; height: 255.728px;" height="256"></p><p><strong><span style="font-size: 10pt;">Fig 7. Generated mapping</span></strong></p><p><br></p><p>Other mappings can be manually added, if the names do not match between Rhipe and Halo, for example with St Johns High School.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVmNTg4Y2FmLTAwYzMtNGU4NS1iZjkwLTZjZjI1MDllNTNiNCJ9.F3d-8iaPyjh9TRFPTCW_p2hrVJaVOMY_c9FLf6aQiJo" class="fr-fic fr-fil fr-dib" width="1685" style="width: 1687px; height: 278.26px;" height="278"></p><p><strong><span style="font-size: 10pt;">Fig 8. Manual customer mappings</span></strong></p><p><br></p><p>Each time a customer import is done, the mappings table will update to check for any changes, i.e. if a new customer is imported with a name that does not match any customer in Halo, a new customer will be created in Halo and the mappings table will update to reflect this new mapping to the customer in Halo that has just been created.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImMxNTc0ZGU0LWMzMDgtNDZmNy04NTM3LTM3OTY0YTA4ZjcyMSJ9._-_GJsZwpOvKhkQeo3x_qisSQjqQuEouzt_AMS038hA" class="fr-fic fr-fil fr-dib" width="1687" style="width: 1689px; height: 488.233px;" height="488"></p><p><strong><span style="font-size: 10pt;">Fig 9. Automatically created mapping from an import</span></strong></p><p><br></p><p>There is also additional options here to configure the imported customers.</p><p><br></p><ul><li data-pasted="true"><strong>Top Level for New Customers: </strong>(Enable "Show an additional level ("Top Level") for grouping Customers" in Configuration > Users > General Settings). Sets the top level any newly created customers will be assigned to.</li><li><strong>Update the Customer's main Site address in Halo when an existing Customer is imported from Rhipe:</strong> If the address against the customer in Rhipe is different to the address of an existing customer's main site, this will be updated with the Rhipe address.</li></ul><p><br></p><p>The new customer now shows in the customer list, and will also show that they have been created by Rhipe.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjEyNDU0YWUyLWRmYjctNDU4OS1iMWMwLTkyZTc0ZmIzOTVlMSJ9.GxJiCzFCcJJAn6cIgg8PgYU8Okdq81YE9ty15ZKqj_c" class="fr-fic fr-fil fr-dib" width="1692" style="width: 1694px; height: 254.1px;" height="254"></p><p><strong><span style="font-size: 10pt;">Fig 10. Newly created customer</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Subscriptions</span></strong></p><p>The Subscriptions can then also be imported by clicking on the "Import Subscriptions" button. You can also select if you want to import all subscriptions or just a certain customer. To automatically sync quantities to a recurring invoice, check out <a href="https://usehalo.com/halopsa/guides/2319" target="_blank" rel="noopener noreferrer"><strong>this guide</strong></a>.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjBmZTMxODMxLWZiYTktNDdlNi04OTBmLWRjZTI3M2ZhMDgyZSJ9.tfwg7z8PM5vmm39xvc0w39XzOIFw8ElFZbp0C87MTXU" class="fr-fic fr-fil fr-dib" width="612" height="154"></p><p><strong><span style="font-size: 10pt;">Fig 11. Import Subscriptions button</span></strong></p><p><br></p><p>The subscription will then appear in the corresponding tab on the customer, showing Rhipe as the "Distributor".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFmMzE2MzllLTZmMDctNDFjYi05MTgwLThmMTc1NTczMDkwMiJ9.U3B8qVPGhTlTbNNoEDepIf6CQ5IIEUGbZDAxA-4bkt0" class="fr-fic fr-fil fr-dib" width="1680" style="width: 1682px; height: 241.702px;" height="242"></p><p><strong><span style="font-size: 10pt;">Fig 12. Rhipe subscription on a customer</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Halo Integrator</span></strong></p><p>The subscriptions and/or customers can then be synced on a daily schedule. Enable the integrator, and set which entities to sync.</p><p><br></p><p>You can then set to deactivate subscriptions in Halo when they are deleted from Rhipe with the last checkbox.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZjYzg0ODgwLTE0OTMtNGJiYi1hOTJlLTg3NWM2N2UwMzU4OSJ9.FLfDgvxgAaBQO9VHe3cW4HefNapkX7O-Uitdc7d6Uh8" class="fr-fic fr-fil fr-dib" width="976" height="430"></p><p><strong><span style="font-size: 10pt;">Fig 13. Halo Integrator configuration</span></strong></p>
