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Halo PSA

Consume Halo PSA API

Actions795

Tax → List Of Tax

AI-generated

Overview

This node integrates with the Halo PSA API to perform operations related to various resources, including Tax. Specifically, for the "Tax" resource and the "List Of Tax" operation, it retrieves a list of tax records from the connected Halo PSA system. This is useful in scenarios where you want to automate fetching tax information for accounting, reporting, or synchronization purposes.

For example, a user might use this node to:

  • Automatically retrieve all tax entries from their Halo PSA account to update an internal database.
  • Integrate tax data into financial workflows or dashboards.
  • Synchronize tax settings between Halo PSA and other business systems.

Properties

Name Meaning
Kashflowtenantid Tenant ID for Kashflow integration (sent as query parameter kashflowtenantid).
Qbocompanyid Company ID for QuickBooks Online (QBO) integration (sent as query parameter qbocompanyid).
Related To Filter or relate the tax list to a specific entity (sent as query parameter related_to).
Xerotenantid Tenant ID for Xero integration (sent as query parameter xerotenantid).

These properties are used as query parameters when requesting the list of taxes, allowing filtering or specifying context depending on the external accounting or finance system involved.

Output

The node outputs an array of JSON objects, each representing a tax record retrieved from the Halo PSA API. The exact structure depends on the API response but typically includes fields such as tax name, rate, and related metadata.

If the node encounters errors during execution, the output JSON will contain an error field with the error message.

No binary data output is produced by this operation.

Dependencies

  • Requires valid credentials for the Halo PSA API, including base URL, tenant identifier, client ID, and client secret.
  • The node uses these credentials to authenticate API requests.
  • No additional external services or environment variables are explicitly required beyond the configured API credentials.

Troubleshooting

  • No credentials returned!: This error occurs if the node cannot find or access the required API credentials. Ensure that the Halo PSA API credentials are properly configured in n8n.
  • Resource or Operation not found: If the specified resource or operation does not exist, verify that the correct resource ("Tax") and operation ("List Of Tax") names are used.
  • API request failures: Network issues, invalid credentials, or incorrect query parameters can cause request errors. Check the error messages returned in the output JSON for details.
  • JSON parsing errors: If any input parameters are expected to be JSON strings, ensure they are correctly formatted.

Using the "Continue On Fail" option can help handle errors gracefully by returning error details in the output instead of stopping execution.

Links and References

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