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

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 & 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 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...

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...

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...

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...

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 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 (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 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...

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...

This Cybersecurity Best Practices Checklist is Provided by DTC Inc. | Reviewed Annually | Version 1.0 — March 2026 This checklist outlines the cybersecurity practices DTC recommends and, where applicable, actively enforces for all managed clients. Use it to as...

PROJECT MANAGER Standard Operating Procedure   1. Purpose This SOP defines the daily and weekly workflow for the Project Manager role at DTC, Inc. It covers how to manage the active project board, maintain consistent client communication, track procurement and...

DTC, Inc.SALES ENGINEERStandard Operating Procedure   1. Purpose This SOP defines the Sales Engineer (SE) workflow at DTC, Inc. — covering system design for server and workstation solutions, procurement coordination for HaloPSA part numbers, and build verifica...

PowerShell utilities for inspecting Items API fields and performing bulk updates via HaloPSA API. Overview These scripts provide field-level inspection and bulk update capabilities for the Items (Inventory) module. Useful for troubleshooting, data cleanup, and...