This out-of-the-box integration automatically pulls Organisations and Contacts from your Helios Green ERP system into Daktela.
The sync is one-way (Helios Green → Daktela) and runs every 30 minutes, providing your agents with the latest customer data directly in the Daktela interface. This enables more informed and efficient conversations without needing to switch between systems.
Setup is performed by a Daktela technician. You will need to provide the WebApi URL for your Helios Green instance, along with a dedicated username and password.
The technician will then configure the integration in the Daktela GUI under Manage > Integrations and map the required data fields.
