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Vendor Integrations - Table Index

HaloPSA Database Schema Vendor Integrations

All 83 tables in the Vendor Integrations category. Table Type Columns Key AWSDetails BASE ...

Updated 4 months ago by Nate Smith

Integrations (General) - Table Index

HaloPSA Database Schema Integrations (General)

All 29 tables in the Integrations (General) category. Table Type Columns Key ConnectedInst...

Updated 4 months ago by Nate Smith

Schema Overview

HaloPSA Database Schema

Generated from HaloPSA's SQL Server INFORMATION_SCHEMA.COLUMNS via the DTC Dash Report API. Sourc...

Updated 4 months ago by Nate Smith

Your Account Team

DTC's Client Public Resources DTC Client Portal

The Your Account Team section is a dedicated space for conversations with your DTC account manage...

Updated 4 months ago by Nate Smith

Payment Methods

DTC's Client Public Resources DTC Client Portal

The Payment Methods page lets you manage the credit cards and bank accounts on file for your orga...

Updated 4 months ago by Nate Smith

Your Dashboard

DTC's Client Public Resources DTC Client Portal

The Dashboard is the first thing you see after signing in. It gives you a quick snapshot of what ...

Updated 4 months ago by Nate Smith

SOPs

DTC, Inc.SALES ENGINEERStandard Operating Procedure   1. Purpose This SOP defines the Sales Engin...

Updated 4 months ago by Josh Woollen

SOPs

PROJECT MANAGER Standard Operating Procedure   1. Purpose This SOP defines the daily and weekly w...

Updated 4 months ago by Josh Woollen

NinjaRMM → Halo PSA GUID Sync — Setup & Operations

HaloPSA API Reference Items & Inventory

Overview This page documents the setup and ongoing operation of the automated GUID sync between N...

Updated 4 months ago by Tyler Dantzler

Items Field Inspection & Bulk Updates

HaloPSA API Reference Items & Inventory

PowerShell utilities for inspecting Items API fields and performing bulk updates via HaloPSA API....

Updated 4 months ago by Scott Leister

How to Create MSP360/Cloudberry Accounts for New Employees

Backup Operations MSP360

Backup Management Platform Setup Guide for DTC Inc. Introduction This guide provides step-by-ste...

Updated 4 months ago by Nate Smith

VoIP Troubleshooting & Network Diagnostic SOP

DTC's Pillars of Technology Our Networks

Field Value **Document Type** Standard Operating Procedure — Diagnostic Field Procedure **Audienc...

Updated 4 months ago by Nate Smith

VoIP Operations

DTC's Pillars of Technology Our Networks

Document Type: Standard Operating Procedure Audience: All Technicians (T1 / T2 / T3) & Account Ma...

Updated 4 months ago by Nate Smith

Internal DNS Zone Management

DTC's Pillars of Technology Our Networks

Scope: All DTC-managed client environments with Active Directory Audience: T1 / T2 / T3 Technicia...

Updated 4 months ago by Nate Smith

Remote Access

DTC's Pillars of Technology Our Networks

Console/Support Access Primary tool: NinjaRemote (integrated with NinjaOne RMM) Quick support fo...

Updated 4 months ago by Nate Smith

SaaS Backup Standards

DTC's Pillars of Technology Backup & Data Protection

This page defines DTC's standards for backing up SaaS platforms (Microsoft 365, Google Workspace,...

Updated 4 months ago by Nate Smith

Cybersecurity Best Practices Checklist

DTC's Client Public Resources Cybersecurity

This Cybersecurity Best Practices Checklist is Provided by DTC Inc. | Reviewed Annually | Version...

Updated 4 months ago by Mike Schepers

System Config Endpoints (cont.)

HaloPSA API Reference System Configuration & Administration

Attachments & Documents Attachment File attachments on tickets, actions, and other entities. GET ...

Updated 4 months ago by Nate Smith

Email & Communications Endpoints (cont.)

HaloPSA API Reference Email & Communications

Email & Communications (continued) IncomingEmail (continued) POST /incomingemail Create incoming ...

Updated 4 months ago by Nate Smith

Email & Communications Endpoints

HaloPSA API Reference Email & Communications

Email & Communications Mail Endpoints for processing inbound mail from various email providers v...

Updated 4 months ago by Nate Smith