<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>- Steps to Sync Halo to your Accounts Platform</strong></p><p><br></p><p><br></p><p>You may find that a certain entity is not syncing to your accounting tool. For example, a newly created client or product. This guide will cover the most common places to check, explaining the logic throughout. The examples here will be generic and not specific error codes per integration. For more information on these, check the relevant integration guide.</p><p><br></p><p>If you have any issues syncing an entity following this guide, please contact support for further assistance.</p><p><br></p><p><strong><span style="font-size: 14pt;">Is the integration enabled?</span></strong></p><p>In Configuration > Integrations, ensure the module for the accounting tool is enabled.</p><p><br></p><p>Hovering over the module will show a plus "+" icon if disabled. A cross icon will show if enabled, and the module logo will be coloured in.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk1NDg5NzNmLTRjN2YtNDFlNy04ODJmLWQ0MGE0NTI4MjE1ZSJ9.K1RSK5yU1XxTrUpyGiEft2e6VDzhN5I_2UxexJi8P58" class="fr-fic fr-fil fr-dib" width="203" height="132"></p><p><strong><span style="font-size: 10pt;">Fig 1. Disabled versus enabled module</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Is the entity set to sync?</span></strong></p><p>In most integration configuration, there will be an option for "Entities to Sync". This is where you configure which entities will sync to the accounting tool when created or edited. Ensure the relevant entity is set here.</p><p><br></p><p>It is also recommended to enable the "Show a message for each successful sync" option if available, as it will show any errors when syncing, helping narrow down the cause easier.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjBhNmNkYzgxLTQ4ZjktNDM1YS1iOGU5LTczYjgzY2U5OWY3MiJ9.B4ZPJJtUQqkhL-YmK77gzKS6KmLunGq7lmZcOP3zWvk" class="fr-fic fr-fil fr-dib" width="1282" height="290"></p><p><strong data-pasted="true"><span style="font-size: 10pt;">Fig 2. Enabled syncing</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Is the client connected to the tenant?</span></strong></p><p>If creating or editing a client record, ensure that "Exclude from Accounting Integration" is disabled so that it can sync across.</p><p><br></p><p>Correctly configured clients will have the tenant of the integration set against them, and a field where the unique ID for that client in your accounting tool is set. If either of these are missing, it will also stop any invoices or orders associated with that client from syncing.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImEwNTAzNGM4LTcwODEtNDJkYS1iZTNkLWYyNjY3ODI0MDdiYyJ9.UEKNi72Mos7hpBoODKGMERwtPOcESchhn4QYhuO8p9A" class="fr-fic fr-fil fr-dib" width="448" height="445"></p><p><strong data-pasted="true"><span style="font-size: 10pt;">Fig 3. Client connected to the accounting tenant</span></strong></p><p><br></p><p data-pasted="true"><strong><span style="font-size: 14pt;">Are the products connected to the tenant?</span></strong></p><p data-pasted="true">If creating or editing a product record, ensure that "Exclude from Accounting Integration" is disabled so that it can sync across.</p><p><br></p><p>Correctly configured products will have the tenant of the integration set against them, and a field where the unique ID for that product in your accounting tool is set. If either of these are missing, it will also stop any invoices or orders associated with that product from syncing.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNhMTEyMGViLWE5MGQtNGViMS05NGU1LWMxZjUwNzRiOWI1MiJ9.UX_tGtetw2919HGze84_kc6whyOdEznntGo63O9_WIY" class="fr-fic fr-fil fr-dib" width="865" height="634"></p><p><strong data-pasted="true"><span style="font-size: 10pt;">Fig 4. Product connected to the tenant</span></strong></p><p><br></p><p data-pasted="true"><strong><span style="font-size: 14pt;">Is the supplier connected to the tenant?</span></strong></p><p data-pasted="true">If creating or editing a supplier record, ensure that "Exclude from Accounting Integration" is disabled so that it can sync across.</p><p><br></p><p>Correctly configured suppliers will have the tenant of the integration set against them, and a field where the unique ID for that supplier in your accounting tool is set. If either of these are missing, it will also stop any orders associated with that supplier from syncing.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ0MzljNjhjLWI2N2MtNGEyOS1hM2Y3LTk0MGM1NjllYWVjMyJ9.5C3v3eCQqNv3QUjxeeJuflsPFwzTgTjRdhlmBgQnPNQ" width="1147" height="523" class="fr-fic fr-dii"></p><p data-pasted="true"><strong data-pasted="true"><span style="font-size: 10pt;">Fig 5. Product connected to the tenant</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Are tax rates set?</span></strong></p><p>Most tax rates can be set as a global default, against a customer, or a item/item group.</p><p><br></p><p>For information on where each of these can be set/overridden, check out <a href="https://usehalo.com/halopsa/guides/2624" target="_blank" rel="noopener noreferrer"><strong>this guide</strong></a>.</p><p><br></p><p>The example below is on the item level. The product level can also be inherited from the item group if "Use Item Group Tax" is selected.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJiMzdiYmM1LTVhZWItNGNjMC05M2QyLTlkYjJiYzVhOWUxYSJ9.3HB5ZCjoXiRJTN3IzbyESeSxGp1ozUZcW5jxwniSPN4" class="fr-fic fr-fil fr-dib" width="865" height="963"></p><p data-pasted="true"><strong data-pasted="true"><span style="font-size: 10pt;">Fig 6. Tax rate set on the product</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Are accounts codes set?</span></strong></p><p>Accounts codes should be imported from the accounting tool, and set against the product. The field names will differ slightly dependant on the integration being used.</p><p><br></p><p>It is also important to ensure on the accounts code in Configuration > Billing > Accounts Code, that the "Code" field has been set with a code that matches one in the accounting tool. If this is not set, any invoices with items using that code will not sync.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjliNDI1Y2ZmLWMwNjQtNGIyZC04OTZkLWRhMDM5YjJlNjc2NiJ9.NluTZU5IuIiM9nBLGVrXzHVBtlqZwsf7cuLp4sh9Xn0" class="fr-fic fr-fil fr-dib" width="862" height="640"></p><p data-pasted="true"><strong data-pasted="true"><span style="font-size: 10pt;">Fig 7. Accounts codes set on the product</span></strong></p><p><br></p>
