How does the integration work?
Users will be able to import/export records from GlassHive into Halo and vice versa . Importing will take an hour or more depending on the amount of records the user has in their Halo account. Exporting will be faster than the import since only one contact/company will be uploaded at a time and could take a few seconds to several minutes.
This process is not automatic. Users need to click on import every time they want records to get imported from Halo into GlassHive. To export from GlassHive into Halo, users will need to go into the specific company and contact profile page to be able to export the records. You cannot bulk export records since the key here is to avoid sending clutter to Halo and only send records that have an opportunity attached to them.
⚠️ Important: Whoa! You recommend a backup before turning on the integration? Why?
The Halo integration will sync information on both GlassHive and Halo's side. When you have a large dataset in GlassHive and large dataset in Halo, there could be a huge disconnect between that data. Thus, when you turn on the integration, it will attempt to merge the differences, taking whichever record is more current.
You can mitigate this difference by uploading an export of your Contacts before turning on the integration. However, there is always a risk when merging large datasets that your Contacts and Companies can change in ways you don't desire. This is why we always recommend a backup in case you weren't prepared for the changes that may occur.
HOW HALO ➡ GlassHive WORKS
The import will be done under your account settings
You must complete all the mapping in the following order : Connection ➡ Users ➡ Companies ➡ Contacts ➡ Opportunities
Every time you choose to import, you must go back to your account settings and click "Import" in the following order : Companies ➡ Contacts ➡ Opportunities
STEP 1 : SAVE CREDENTIALS
Following the steps provided in the integration, create and add your credentials then check if they are valid.
Once validated your account will be connected to GlassHive
STEP 2: MAP USERS AND INVITE USERS
Import users by selecting role type. E.g. "No Types, Marketer, Salesperson,..."
You must click on "Invite" under your account settings, every time you want to invite new members. This will also link GlassHive users and Halo users that have the same email addresses for their accounts
STEP 3 : IMPORT COMPANIES
Import companies by selecting company type E.g. " Prospects, No Type, Client,..."
If the company has several company types, GlassHive will only use the first company type to identify the company
Unlinked companies will be linked if the following matches : Phone Number ➡ Website URL ➡ Name. This will prevent duplicates
STEP 4: IMPORT CONTACTS
Import contacts by selecting "Import"
Contacts will be added to a list that was created based on the company type that the contact is associated with.
Contacts that are not a part of a company will also get imported.
STEP 5 : MAP AND IMPORT OPPORTUNITIES
Opportunities will only be linked to the salesperson if the salesperson exists in both GlassHive and Halo. All opportunities will import with or without having a salesperson linked to the opportunity.
Only the Name and GlassHive opportunity status will get updated
STEP 6: MAP AND IMPORT ACTIVITIES
The only activity that imports from Halo into GlassHive and vice versa is the Note activity.
If a contact in Halo has an activity it will only get downloaded if the contact exist in GlassHive. If contact does not exist in GlassHive, the contact must get downloaded first.
Activities created in Halo must be created by a user in GlassHive
HOW GlassHive ➡ Halo WORKS
The export will be done under the Contact/Company Profile Page
You will be able to export directly from the Company or Contacts profile page. All your mapping must be completed to be able to export records.
Contact Export:
To export a contact profile from GlassHive into Halo click "Send to Halo" then you have the ability to select what data you would like to send from GlassHive to Halo.
Company Export:
To export a company profile from GlassHive into Halo click "Send to Halo" then you have the ability to select what data you would like to send from GlassHive to Halo.
