Halo Service Desk Guides
Documentation to assist with the setup and configuration of the Halo Service Desk platform
Avalara Integration
To connect to Avalara, navigate to the Integrations page and turn on the module by hovering over the module and clicking the plus icon.
Once enabled, click onto 'Avalara tenants' and then click new tenant in the top right.
Then fill in in the information for your Avalara URL in the name field and your username and password:
Once you have done this, click test configuration and select the correct company.
Then, navigate back to the Avalara main screen so you can set the Default tenant:
So we can authenticate this connection in Avalara, navigate into the Avalara tenant you just created and click Create Certificate. Then you can import clients using the import clients button. These will match on name so you will need to ensure the customer names in Avalara and HaloPSA are an exact match to prevent duplication.
Then, you can choose what entities you would like to sync to Avalara in the 'Syncing to Avalara' tab.
The clients sync will pass information about the client back to Avalara. Invoices, Quotes, POs and SOs will sync across to Avalara when a button is pressed in the individual entity unless the 'Sync Taxes Automatically' checbox is checked.
Then, you will need to set a default tax code, default item and a default client. These defaults define what should sync to Avalara in the case of a client, item or tax code not being able to be returned from Avalara, however this should not be the case, but it is an Avalara requirement to be set.
The last part necessary is to set the Default Item at Item Group level to define the type of item that this group will be used for. This means that you will need to ensure that your items are grouped correctly (eg Software in a dedicated software group).
Then your taxes will be calculated by Avalara. The lines of the address used by Avalara are address line 1 and the ZIP code so these will need to be set correctly in your clients/sites.
If you are looking to sync taxes manually instead of automatically, then you will need to click this button in each entity:
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