Pull products and expenses via API
I would like to be able to pull the list of used products and expenses with their prices per ticket.
Andrew Keinath
shared this idea
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Jeffrey Reichardt
commented
Push for that.
We request the addition of a new API endpoint (e.g., GET /api/v3/tickets/{ticketId}/expenses) that allows retrieving line items added via the "Products and Expenses" feature within a ticket. Currently, while we can track materials, cables, and travel costs in the GUI, this data is inaccessible via the API.
Context & Why this is useful: Many MSPs use external ERP systems for complex billing. While we can import time entries via the current API, we cannot automate the billing of hardware (cables) or travel costs recorded in Atera.
Business Impact: This forces technicians to manually copy data from Atera to the ERP, creating a bottleneck and increasing the risk of billing errors (forgotten items). Automating this ensures 100% accurate invoicing for expenses.
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Danny Stergiadis
commented
We use the API to pull tickets details, time and other fields to create invoices in QBO. But we can't pull products added to any ticket through the API as this doesnt exist as a function. Some background: When a customer orders new computers (or any hardware) we save the product details of those computers and the labour/time to setup, etc into the ticket. Right now we have to flag the ticket with a custom field in order to ensure someone visits the imported QBO Invoice and adds the products manually. This is very time consuming. Having an API to access the products by ticketID is very important.
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Kyle Cullinan
commented
I agree, this feature would greatly assist in speeding up our daily workflow