Export Custom Data from HaloPSA
This task will allow you to export any data from your HaloPSA platform using a custom SQL query.
Settings
Connection
Required
The HaloPSA connection to use. See Connecting to HaloPSA.
File Settings
Output File
The data exported from this task will be saved to an XML in the given location.
HaloPSA Settings
Date Created
You can use the @DateCreated parameter in your SQL query to reference the date shown here. This can be useful to ensure the task only exports records that have been created since it last ran. The value will be updated automatically after each successful run, based on the fields listed in the 'Date Created Fields' setting.
Date Created Fields
This setting determines which field(s) within the query results will be considered when updating the value of the 'Date Created' setting after each successful run. The highest date among these fields will be used.
Date Modified
You can use the @DateModified parameter in your SQL query to reference the date shown here. This can be useful to ensure the task only exports records that have been modified since it last ran. The value will be updated automatically after each successful run, based on the fields listed in the 'Date Modified Fields' setting.
Date Modified Fields
This setting determines which field(s) within the query results will be considered when updating the value of the 'Date Modified' setting after each successful run. The highest date among these fields will be used.
SQL Query
The SQL query to run against the Halo database. You can find documentation for the database schema here.
An example query which will export modified invoice header and the corresponding line items is shown below:
SELECT INVOICEHEADER.*, INVOICEDETAIL.*
FROM INVOICEHEADER
LEFT JOIN INVOICEDETAIL ON INVOICEHEADER.IHid = INVOICEDETAIL.IDihid
WHERE IHLast_Modified > '@DateModified'