QuoteWerks Web – Share Custom Field Data with HaloPSA Using Datalink

In this short video we review the process of setting up a Datalink between QuoteWerks and HaloPSA. Datalink is used to share nonstandard field data between the two systems. In this video we show you how to send the customers payment terms from QuoteWerks to a custom field in HaloPSA.

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