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

Actions524

Contract Exclusion Sets → Create

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Overview

This node operation allows users to create Contract Exclusion Sets in Kaseya's Autotask PSA system. Contract Exclusion Sets are used to define groups of exclusions that can be applied to contracts, such as excluding certain billing codes, roles, or work types from contract coverage. This operation is beneficial for managing contract terms and ensuring accurate billing and service management by excluding specific elements from contracts.

Use Case Examples

  1. Creating a new Contract Exclusion Set to exclude certain roles from a contract.
  2. Defining exclusions for specific billing codes within a contract to prevent them from being billed under that contract.

Properties

Name Meaning
Dry Run Whether to return a request preview instead of executing the operation. Useful for testing and validation. When enabled, no API call is made and no changes are made to Autotask.
Fields The fields to map for the Contract Exclusion Set creation. This includes the data fields that define the exclusion set's properties and details. This property supports resource mapping with options to define fields below or auto-map.

Output

JSON

  • id - The unique identifier of the created Contract Exclusion Set.
  • name - The name of the Contract Exclusion Set.
  • description - Description or details of the Contract Exclusion Set.
  • exclusions - Details of the exclusions included in the set, such as excluded roles or work types.

Dependencies

  • An API key credential for authenticating with Kaseya's Autotask PSA REST API.

Troubleshooting

  • Ensure the API credentials are correctly configured and have permissions to create Contract Exclusion Sets.
  • If Dry Run is enabled, no changes will be made; disable it to perform actual creation.
  • Validate the fields mapping to ensure all required fields for Contract Exclusion Sets are provided.
  • Common errors may include authentication failures, missing required fields, or invalid field values. Check error messages for specific details and correct accordingly.

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