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Autotask

Interact with Kaseya's Autotask PSA REST API to manage companies, tickets, contracts, and more.

Actions524

Billing Code → Get Many (Advanced)

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Overview

The node interacts with Kaseya's Autotask PSA REST API to retrieve multiple billing code records based on advanced filtering criteria. It supports fetching all records or limiting the number of records returned, applying complex JSON-based filters, and customizing the output fields. This operation is useful for scenarios where users need to query billing codes with specific conditions, such as filtering by attributes or retrieving a subset of billing codes for reporting or integration purposes.

Use Case Examples

  1. Retrieve all billing codes that match a complex filter criteria defined in JSON format.
  2. Fetch a limited number of billing codes (e.g., max 10) with specific fields selected for integration with another system.
  3. Use advanced filters to get billing codes with certain attributes and automatically add human-readable labels for picklist and reference fields.

Properties

Name Meaning
Get All Whether to return all results or only up to a given limit (maxRecords).
Max Records Maximum number of billing code records to return when 'Get All' is false. Range is 1 to 500.
Advanced Filter A JSON string containing a 'filter' array with Autotask API query criteria to filter billing codes.
Add Picklist Labels Whether to automatically add '_label' fields for picklist fields with human-readable values in the output.
Add Reference Labels Whether to automatically add '_label' fields for reference fields with human-readable values in the output.
Select Columns Names or IDs. Choose which billing code fields to include in the response. If none selected, all fields are returned. The ID field is always included.
Flatten User-Defined Fields Whether to bring user-defined fields up to the top level of each billing code object instead of nested in the userDefinedFields array.

Output

JSON

  • id - Unique identifier of the billing code record.
  • fieldName
    • _label - Human-readable labels for picklist or reference fields if enabled in input properties.

Dependencies

  • Kaseya Autotask PSA REST API
  • An API key credential for authentication

Troubleshooting

  • Common issues include invalid JSON in the advanced filter causing API query errors. Ensure the filter JSON is correctly formatted and follows Autotask API query criteria.
  • If the node returns no data, verify the filter criteria actually match existing billing codes.
  • Errors related to authentication indicate missing or incorrect API credentials; verify the API key and integration code are correctly configured.
  • Selecting too many fields or requesting too many records may lead to performance issues or API rate limits; adjust maxRecords or filter criteria accordingly.

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