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HaloPSA Complete

Get data from the HaloPSA API

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Overview

This node integrates with the HaloPSA API to update client information. Specifically, the "Client" resource with the "Update" operation allows users to modify details of an existing client by specifying the client's ID and the fields to update.

Common scenarios for this node include:

  • Keeping client records up-to-date in a CRM or PSA system.
  • Automating client data maintenance workflows, such as marking clients inactive or updating contact notes.
  • Synchronizing client information from other systems into HaloPSA.

Practical example: Automatically mark a client as inactive and add notes after a contract ends, or update the client's color code for categorization purposes.

Properties

Name Meaning
Client ID The unique numeric identifier of the client to update.
Update Fields A collection of fields to update on the client record. Options include:
- Colour: Color code for the client (e.g., #E83C4A).
- Inactive: Boolean flag indicating whether the client is inactive.
- Name: The name of the client.
- Notes: Text notes about the client.
- Top Level ID: Numeric top level ID associated with the client.

Output

The node outputs JSON data representing the updated client object as returned by the HaloPSA API. This typically includes the client's updated properties reflecting the changes made.

If the node supports binary data output, it would be related to attachments or files linked to the client, but based on the provided code and properties, no binary output is indicated.

Dependencies

  • Requires an active connection to the HaloPSA API using an API key or token configured in n8n credentials.
  • The node depends on the external HaloPSA service being available and accessible.
  • No additional environment variables are explicitly required beyond the API authentication setup.

Troubleshooting

  • Common issues:

    • Invalid or missing Client ID will cause the update to fail.
    • Providing invalid field values (e.g., malformed color codes) may result in API errors.
    • Network connectivity problems or incorrect API credentials will prevent successful updates.

  • Error messages:

    • Errors from the HaloPSA API typically indicate the reason, such as "Client not found" or "Invalid input".
    • Authentication errors suggest checking the API key/token configuration.
    • Validation errors require verifying that the update fields conform to expected formats.

To resolve these issues:

  • Ensure the Client ID exists in HaloPSA.
  • Validate all input fields before sending.
  • Confirm API credentials are correctly set up in n8n.
  • Check network connectivity and API endpoint accessibility.

Links and References

Discussion