Skip to main content

Recently Updated Pages

Contract Schema

HaloPSA API Reference Contracts

Schemas Contract Supplier-side contract record. PropertyTypeDescription idintegerUnique contract ...

Updated 1 week ago by Nate Smith

Action Endpoints

HaloPSA API Reference Actions

Actions Endpoints for creating, retrieving, and managing ticket actions (notes, emails, time entr...

Updated 1 week ago by Nate Smith

Automation Endpoints (Part 1)

HaloPSA API Reference Automation & Workflows

Automation & Workflows Automation Automation records track the execution state of runbook/workfl...

Updated 1 week ago by Nate Smith

Contract Endpoints

HaloPSA API Reference Contracts

Contracts Contract Supplier-side contracts. Use /SupplierContract to manage contracts with vendo...

Updated 1 week ago by Nate Smith

Integration Framework Endpoints (cont.)

HaloPSA API Reference Integration Framework

IntegrationDelta (continued) DELETE /IntegrationDelta/{id} Delete a delta record. ParameterTypeDe...

Updated 1 week ago by Nate Smith

Faults Schema

HaloPSA API Reference Core Tickets (Faults)

Schemas Faults (Ticket) The core ticket object. Key fields: FieldTypeDescription idintegerTicket ...

Updated 1 week ago by Nate Smith

Scheduling Schema

HaloPSA API Reference Scheduling & Time Management

Schemas Appointment Core scheduling object used for appointments, tasks, shifts, meetings, and ho...

Updated 1 week ago by Nate Smith

Integration Framework Endpoints

HaloPSA API Reference Integration Framework

Integration Framework This section covers HaloPSA's integration framework — the APIs for connecti...

Updated 1 week ago by Nate Smith

Quote Schema

HaloPSA API Reference Quotes & Orders

Schemas QuotationHeader_View Paginated list response for quotation queries. PropertyTypeDescripti...

Updated 1 week ago by Nate Smith

Ticket Endpoints

HaloPSA API Reference Core Tickets (Faults)

Core Tickets (Faults) Tickets in HaloPSA are referred to as "Faults" in the API. All endpoints re...

Updated 1 week ago by Nate Smith

Scheduling Endpoints

HaloPSA API Reference Scheduling & Time Management

Scheduling & Time Management Appointment Appointments represent calendar events, tasks, shifts, a...

Updated 1 week ago by Nate Smith

Quote Endpoints

HaloPSA API Reference Quotes & Orders

Quotes & Orders QuotationHeader GET /Quotation Summary: List of QuotationHeader Returns multiple ...

Updated 1 week ago by Nate Smith

Welcome to DTC's Knowledge Base

Intro to DTC's Knowledge Base

This is the go-to place for all things DTC tech — from everyday IT basics to advanced specialties...

Updated 1 week ago by Nate Smith

DTC & Black Talon

DTC VS Others

DTC Security Services vs Black Talon Security A comparison of DTC's security offerings against Bl...

Updated 1 week ago by Nate Smith

DTC Client Portal Testing Scenarios

Hi Beta Tester! Thank you again. Here are a few scenarios we'd like to encourage you to explore...

Updated 1 month ago by Emily Hanson

Client Portal Beta Test User Guide

DTC Beta Tester User Guide Welcome to the DTC Beta Testing Program! We’re excited to have you ...

Updated 1 month ago by Emily Hanson

Signing Up & Logging In

Intro to DTC's Knowledge Base

How to Sign Up for BookStack BookStack is where DTC keeps internal knowledge — SOPs, guides, poli...

Updated 1 month ago by Nate Smith

Client "Top Level"

What Is “Top Level” in HaloPSA? Definition “Top Level” is a custom, extra organizational field ...

Updated 2 months ago by Nate Smith

What do I do when I see the Bitlocker Recovery Screen?

DTC's Client Public Resources Your Computer

You probably recognize this screen, if not a screenshot is below. This is what to do when you see...

Updated 2 months ago by Nate Smith

Windows Workstations MSA Standard Configuration

This document provides a comprehensive overview of the workstation configuration and optimization...

Updated 2 months ago by Nate Smith