This guide will walk you through setting up your HaloPSA integration and configuring your quotation templates.
HaloPSA Integration Setup Guide
Step 1: Enable the Integration
- In your CC365 portal, navigate to your Account Settings page
- Go to the Integrations section
- Follow the API connection instructions provided in the HaloPSA API Guide to obtain your API Endpoint address, Client ID and Client Secret. You will need to follow the process for integrating an application as follows in your halo account:
- Navigate to the integrations section via Configuration>Integrations>HaloPSA API.
- Copy the 'Authorisation server' address from HaloPSA into the 'API endpoint' address in your Cloud Contracts 365 portal.
- Click 'View Applications'.
- Click 'New' in the top right corner.
- Add an name for the integration such as 'CC365'.
- Select the authentication method as 'Client ID and Secret'.
- Copy and paste the Client ID and Client secret into you Cloud Contracts 365 portal.
- Set 'Login Type' as 'Agent' and select the correct agent (e.g. api-only-agent).
- Go to the permissions tab and set permissions to 'All'.
- Click save in Halo PSA.
- Click save in Cloud Contracts 365.
- Important: Set permissions to All when configuring the API connection
Step 2: Configure Your Quotation Template
Once your integration is active, you'll need to update your quotation template:
- Log into your HaloPSA portal
- Navigate to your quotation template settings. This can be found via:
- Configuration
- PDF Templates
- Select Quotations from the drop down and select the quotation type you have set as your default option for your account.
- Configuration
- Locate the Terms and Conditions section. This is on the pages tab and click edit:
- Click on the edit button that appears on the Terms & Conditions item when you hover.
-
Option A: If you already have Terms and Conditions
Add the following HTML code to your existing Terms and Conditions page:
<h1 style="font-size: 18px; font-family: Calibri, Arial, Helvetica, sans-serif; color: grey; margin-bottom: 5px;">Acceptance of Terms</h1>
<p><span style="font-size: 12px; font-family: Calibri, Arial, Helvetica, sans-serif; color: black;margin-bottom: 10px;">By signing this Proposal, the Client confirms acceptance of the described service above and agrees to be bound by the Master Services Agreement linked $CFCloudContracts365ContractLink which form part of the contract between the Client and the Service Provider.</span></p>Option B: If you don't have Terms and Conditions yet
Use this complete template for your Terms and Conditions page:
<html>
<head>
<style type="text/css" media="screen">
.section-summary {
font-size: 35px;
font-family: 'poppins';
color: $orcolour;
margin-bottom: 10px;
}
.section-details {
font-size: 14px;
font-family: 'poppins';
margin-bottom: 10px;
transition: max-height 400ms ease-out, border 0ms 400ms linear;
overflow: visible;
}
details > summary {
list-style-type: '+';
transition: max-height 400ms ease-out;
cursor: pointer;
}
details[open] > summary {
list-style-type: '-';
transition: max-height 400ms ease-out;
}
</style>
</head>
<body>
<details>
<summary class="section-summary" style="font-size:18px;color: #000000;text-align: center;"> Terms & Conditions </summary>
<h1 id="isPasted" style="font-size: 18px; font-family: Calibri, Arial, Helvetica, sans-serif; color: grey;">Services Agreement</h1>
<p><span style="font-size: 12px; font-family: Calibri, Arial, Helvetica, sans-serif; color: black; margin-bottom: 10px;">This Agreement between $AREA, herein referred to as Client, and $ORNAME, hereinafter referred to as Service Provider, is effective upon the date signed, shall remain in force for a period of three years, and be reviewed annually to address any necessary adjustments or modifications. Should adjustments or modifications be required that increase the monthly fees paid for the services rendered under this Agreement, these increases will not exceed 10% of the value of the existing monthly fees due under this Agreement. The Service Agreement automatically renews for a subsequent three year term beginning on the day immediately following the end of the Initial Term, unless either party gives the other ninety (90) days prior written notice of its intent not to renew this Agreement. This Agreement may be terminated by the Client upon ninety (90) days written notice if the Service Provider: Fails to fulfill in any material respect its obligations under this Agreement and does not cure such failure within thirty (30) days of receipt of such written notice. Breaches any material term or condition of this Agreement and fails to remedy such breach within thirty (30) days of receipt of such written notice. Terminates or suspends its business operations, unless it is succeeded by a permitted assignee under this Agreement. This Agreement may be terminated by the Service Provider upon ninety (90) days written notice to the Client. If either party terminates this Agreement, Service Provider will assist Client in the orderly termination of services, including timely transfer of the services to another designated provider. Client agrees to pay Service Provider the actual costs of rendering such assistance.</span></p>
<h1 style="font-size: 18px; font-family: Calibri, Arial, Helvetica, sans-serif; color: grey; margin-bottom: 5px;">Fees and Payment Schedule</h1>
<p><span style="font-size: 12px; font-family: Calibri, Arial, Helvetica, sans-serif; color: black;margin-bottom: 10px;">Fees will be $QUOTETOTALRECURRING per month, invoiced to Client on a Monthly basis, and will become due and payable on the first day of each month. The first month will include an additional one-time setup fee equal to the monthly service fee. Services will be suspended if payment is not received within 5 days following date due. Refer to Appendix B for services covered by the monthly fee under the terms of this Agreement. It is understood that any and all Services requested by Client that fall outside of the terms of this Agreement will be considered Projects, and will be quoted and billed as separate, individual Services.</span></p>
<h1 style="font-size: 18px; font-family: Calibri, Arial, Helvetica, sans-serif; color: grey; margin-bottom: 5px;">Quotes</h1>
<p><span style="font-size: 12px; font-family: Calibri, Arial, Helvetica, sans-serif; color: black;margin-bottom: 10px;">Quotes will only be valid for 7 days unless otherwise specified in the Quote. A Quote is merely an invitation to You to place an Order with Us and the acceptance of a Quote by You will not create a binding contract between You and Us. Quote is valid for 7 days only. Expiry dates on quotes are set to be able to inform Us when the quote is still active or to be discarded. Once discarded the quote will need to be requested again. Once a quote has been confirmed by Us, then the prices in the quote will be confirmed as the final agreed price. A quote is confirmed as 'final' as soon as both parties agree with the final price after any last changes requested by You. The price in the final quote may vary from the original request if there is any price or product changes requested by You. We reserve the right to alter product and prices in the quote, as long as the quote has not been confirmed with You. Quotes and estimates shall be deemed to correctly interpret the original specifications and are based on the cost at the time the quote or estimate is given. If You later require any changes to the quotes, and We agree to the changes, these changes will be charged at Our prevailing rate. Once the Quote has been confirmed and converted to an Order, the Order will be subjected to our normal Terms and Condition of Sale. The general minimum turnaround time for Quote request to be actioned is usually 24 hours. In the event that a quote is required urgently please let us know so that we can respond to it accordingly. When a special price or discount offer has been applied to this Quote, no other special promotion, discount or bonus offer will be applicable. In the event that products in the Quote are subjected to any price and supply fluctuations that is outside of Our control We reserve the right to update the price and product in the Quote accordingly. If a product has undergone a price drop or a price increase, the Quote will then be adjusted accordingly. If there is a product that is no longer available, the product will then be replaced or substituted based on Your request and is subject to Your final approval. Price on non-stocked products are subjected to Price and stock fluctuations and can only be confirmed once the Quote is turned into an Order. While We endeavour to honour every price quoted, if there is a price increase that is beyond our control, We reserve the right to increase the price as necessary. Once a Quote has already passed the expired date, We may cancel the quote or estimate without having to notify or receive an approval from You. ETA information is based on an estimate given by our vendors and cannot be held as the actual promised date. Freight charges will be added to the Order unless otherwise stated. Any included delivery charges are estimates only. We do not keep inventory and as such only order items once we receive a completed order from a client. If You would like to return an item or cancel an order, a restocking fee may apply. We will need to get approval from the distributor that the stock is returnable before being able to issue a refund as not all products can be returned. Prices are based upon total Quote Purchase.Unless Specified, all items on quote are covered by manufacturer's warranty covering parts and labour for hardware only on a return to depot basis. Varying or withdrawing Quotes: We may vary or withdraw a Quote at any time in Our absolute discretion and without prior notice to You. We may do so for any reason We consider fit, including, e.g. where the Goods or Services become unavailable or the cost price of Goods or Services increases after the date of the Quote.</span></p>
<h1 style="font-size: 18px; font-family: Calibri, Arial, Helvetica, sans-serif; color: grey; margin-bottom: 5px;">Acceptance of Terms</h1>
<p><span style="font-size: 12px; font-family: Calibri, Arial, Helvetica, sans-serif; color: black;margin-bottom: 10px;">By signing this Proposal, the Client confirms acceptance of the described service above and agrees to be bound by the Master Services Agreement linked $CFCloudContracts365ContractLink which form part of the contract between the Client and the Service Provider.</span></p>
</details>
</body>
</html>
Completion
Your HaloPSA integration is now configured and ready to use. The quotation template will automatically include the acceptance terms with the contract link variable that will be populated by the system.
If you encounter any issues during setup, please contact support for assistance.
Using the Integration
Once you have completed the steps above, you can now seamlessly create your Terms & Conditions from HaloPSA.
From the Customer screen
- When you create a new customer, you will now see a new button, 'Cloud Contracts 365'. Clicking this button will open your Cloud Contracts 365 portal. Simply select your template and complete the question. You will notice that the supplier and client details have already been prepopulated from the information in HaloPSA.
- When you get to the final question asking how you would like to prepare the document for signature, please select 'Online'.
- Generate the contract, and you will see that a URL has been created. You can use this anywhere you would like others to access the contract, such as your CRM or PSA, or in this instance, click 'Send to Halo PSA'.
- The URL will now be added to the client record in HaloPSA. You can view it on the 'Cloud Contracts 365' tab:
- This will also now be inserted into every quote sent for this customer.