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Asset Schema

HaloPSA API Reference Assets & Devices

Schemas Device_View Paginated list response for GET /Asset. PropertyTypeDescription page_nointegerCurrent page number. page_sizeintegerNumber of records per page. record_countinteger (int64)Total number of matching records. assetsarray[Device_List]Array of ass...

Clients & Sites Endpoints (cont.)

HaloPSA API Reference Clients & Sites

Clients & Sites (continued) Area (Client) — continued GET /Client — List Clients (continued) ParameterTypeDescription idonlybooleanReturn only Area IDs (not compatible with pagination) includeactivebooleanInclude active clients includeazuretenantsbooleanInclud...

Chat & Collaboration Endpoints (cont.)

HaloPSA API Reference Chat & Collaboration

Chat & Collaboration (continued) MicrosoftTeams GET /MicrosoftTeams/Get Returns Microsoft Teams integration configuration. No query parameters. MicrosoftTeamsMapping GET /MicrosoftTeamsMapping Returns all Microsoft Teams channel mappings. No query parameters....

Social Media & CRM Endpoints

HaloPSA API Reference Social Media, CRM & Notifications

Social Media, CRM & Notifications FacebookDetails Manage Facebook integration configurations for creating tickets from Messenger messages, posts, ratings, and ads. GET /FacebookDetails Summary: List of FacebookDetails Returns multiple FacebookDetails. Requires...

Knowledge Base Endpoints

HaloPSA API Reference Knowledge Base

Knowledge Base KBEntry GET /KBArticle Summary: List of KBEntry Returns multiple KBEntry objects. Requires authentication. Query Parameters: NameTypeDescription activeinactivestringFilter on active/inactive assets — comma separated, first value true or false fo...

Knowledge Base Schema

HaloPSA API Reference Knowledge Base

Schemas KBEntry The primary KB article object used for both reads and writes. PropertyTypeDescription idintegerUnique KB article ID. namestringArticle title. descriptionstringArticle body/description (plain text). description_htmlstringArticle description in H...

Invoice Endpoints

HaloPSA API Reference Invoices & Billing

Invoices & Billing InvoiceHeader GET /Invoice — List InvoiceHeader Returns multiple InvoiceHeader records. Requires authentication. Query Parameters NameTypeDescription advanced_searchstringAdvanced search string asset_idintegerFilter by specified asset awaiti...

Social Media & CRM Endpoints (cont.)

HaloPSA API Reference Social Media, CRM & Notifications

Opps (continued) GET /Opportunities (additional parameters) ParameterTypeDescription order2stringSecondary sort field startdatestringStart date (for use with datesearch) enddatestringEnd date (for use with datesearch) datesearchstringDate field to search — e.g...

Invoice Schema

HaloPSA API Reference Invoices & Billing

Schemas InvoiceHeader The core invoice object used for both standard and recurring invoices. PropertyTypeDescription idintegerInvoice ID client_idintegerAssociated client ID client_namestringClient display name sitenumberintegerSite ID site_namestringSite disp...

Email & Communications Endpoints

HaloPSA API Reference Email & Communications

Email & Communications Mail Endpoints for processing inbound mail from various email providers via the HaloIntegrator. POST /Mail/Azure Process an Azure/Microsoft 365 email message. No request body schema documented. POST /Mail/Integrator/Azure Process an Azu...

Email & Communications Endpoints (cont.)

HaloPSA API Reference Email & Communications

Email & Communications (continued) IncomingEmail (continued) POST /incomingemail Create incoming email records. Request Body: Array of IncomingEmail objects Key IncomingEmail fields: FieldTypeDescription idintegerRecord ID mbidintegerMailbox ID agentidintegerA...

System Config Endpoints

HaloPSA API Reference System Configuration & Administration

System Configuration & Administration This section covers system-level configuration endpoints: custom fields, screen layouts, SLAs, service catalog, reporting, attachments, automation, integrations, and administrative utilities. Most resources follow standard...

System Config Endpoints (cont.)

HaloPSA API Reference System Configuration & Administration

Attachments & Documents Attachment File attachments on tickets, actions, and other entities. GET /Attachment — List attachments. Key parameters: ParameterTypeDescription ticket_idintegerReturn attachments for this ticket. action_idintegerReturn attachments fro...

Getting Started

DTC's Client Public Resources DTC Client Portal

The DTC Client Portal is your one place to manage everything related to your IT support with DTC. You can submit and track support tickets, review and approve quotes, view and pay invoices, manage payment methods, and communicate with your account team. You ca...

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 needs your attention across your account. What's on the Dashboard Your Dashboard shows up to three summary cards across the top, depending on your role: Quotes Ca...

Support Tickets

DTC's Client Public Resources DTC Client Portal

The Service Tickets section is where you submit IT support requests and track their progress. Whether it's a computer problem, a software question, or a network issue, this is the place to let DTC know. Viewing Your Tickets Click Service Tickets in the naviga...

Quotes

DTC's Client Public Resources DTC Client Portal

The Quotes section is where you review, approve, or reject proposals from DTC for new equipment, services, or projects. Viewing Your Quotes Click Quotes in the navigation bar to see all quotes for your organization. Each quote shows: Quote number Title descr...

Billing and Invoices

DTC's Client Public Resources DTC Client Portal

The Billing section lets you view invoices, make payments, download invoice PDFs, and submit billing questions. Viewing Your Invoices Click Billing in the navigation bar. The page is organized into tabs: Billing Requests shows any billing questions or inquir...