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Autotask

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

Actions524

Billing Items → Get Many (Advanced)

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Overview

This node operation retrieves multiple billing items from the Autotask PSA system using an advanced query filter. It allows users to specify detailed filter criteria in JSON format to fetch billing items that match specific conditions. This operation is useful for scenarios where users need to extract a customized list of billing items based on complex search parameters, such as date ranges, statuses, or other attributes defined in the Autotask API.

Use Case Examples

  1. Retrieve all billing items related to a specific project or contract by applying a filter on project or contract IDs.
  2. Fetch billing items created within a certain date range by specifying date filters in the advanced filter JSON.
  3. Get a limited number of billing items with specific statuses or types by combining filters and setting a maximum record limit.

Properties

Name Meaning
Get All Determines whether to return all matching billing items or limit the results to a specified maximum number.
Max Records Specifies the maximum number of billing items to return when 'Get All' is set to false. The value can range from 1 to 500.
Advanced Filter A JSON string containing a 'filter' array with Autotask API query criteria to filter billing items based on specific conditions.
Add Picklist Labels Indicates whether to automatically add '_label' fields for picklist fields with human-readable values in the response.
Add Reference Labels Indicates whether to automatically add '_label' fields for reference fields with human-readable values in the response.
Select Columns Names or IDs. Allows selection of specific fields to include in the response. If no fields are selected, all fields are returned. The ID field is always included.
Flatten User-Defined Fields Determines whether user-defined fields (UDFs) should be brought up to the top level of each object instead of being nested in the userDefinedFields array.

Output

JSON

  • id - The unique identifier of the billing item.
  • fieldName - Various fields of the billing item as specified by the selected columns or all fields if none are selected.
  • _label - Optional human-readable labels for picklist or reference fields if enabled.

Dependencies

  • Requires an API key credential for Autotask PSA REST API access.

Troubleshooting

  • Ensure the advanced filter JSON is correctly formatted and follows the Autotask API query criteria syntax.
  • If no results are returned, verify that the filter criteria match existing billing items.
  • Check API credentials and permissions if authentication errors occur.
  • Be aware of API rate limits; the node attempts to initialize rate tracking but fallback to local counting may affect performance.

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