Important: All integrations with PSA should use API employee user in the future, not a credential employee user. This will impact all third-party integrations currently leveraging API V1 integrations with PSA. The option to use credential employee user will be deprecated by Sep 2023. Please take note. This is the last notice before the deprecation takes effect. For more information, see Pulseway PSA API | Dedicated API integration account in PSA.
Enhancements
V2 API
PATCH /v2/crm/contacts/{id}
Gives the ability to partially update one or multiple properties of the contact
PATCH /v2/crm/accounts/{id}
Gives the ability to partially update one or multiple properties of the account
GET /v2/admin/security/roles/lookup
Retrieves all the security roles available per tenant
GET /v2/admin/hr/jobtitles/lookup
Retrieves all the job titles available per tenant
GET /v2/admin/hr/departments/lookup
Returns all departments that the tenant has in PSA
GET /v2/system/locations/lookup
Returns all locations that the tenant has in PSA
Ability for Workflows, from Parent Tenant, to be Cloned by Child Tenants
This pertains to only specific PSA tenants.
Fixes
Quotation | Fixed: When you add a charge to a quote or sales order, you have the ability to add descriptions or notes respectively. In some PSA instances, this carries through to the invoice and in some instances, it does not. |
Projects | Fixed: Projects | All Projects > Tasks tab : Actions icons were displaying under the relevant subtask instead of at the same level. |
Ticket | Fixed: When you opened a ticket (Project/Task) and added a service call, the resources were displaying outside the dropdown list. |
Ticket | Fixed: When a new ticket was created from default account and when the user logged out and logged in, an error appeared. |