Export Invoices from HaloPSA
This task will allow you to export invoice data from your HaloPSA platform based on the task settings provided.
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
Export Date
When using the Modified
or New
Export Type
options, this date will appended to the request to return records updated or created after this date.
Furthermore, this date will be automatically updated to the date of the most recently exported record on a successful execution.
The setting will be ignored when the All
Export Type
option is selected.
Export Type
This setting indicates the array of data you'd like to return, e.g if you want to export only modified records, select the Modified
option.
New
Modified
All
Page Size
The amount of records to return per page from the HaloPSA API.
Export Contacts
Set to true
to export the corresponding contacts for each invoice record.