PSA Data Export guide
Export HaloPSA data
Halo reporting supports extracting query results for external analysis. Start from a built-in report or the online report repository, then confirm the fields, joins and reporting period in your tenant.
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Choose the native export
Halo reporting supports extracting query results for external analysis. Start from a built-in report or the online report repository, then confirm the fields, joins and reporting period in your tenant. See Reports and Scheduling.
Prepare a usable archive
A ticket report and its related actions need a reconciliation plan. Capture client/site/user IDs and sample private actions, time and files before relying on the report as migration input. Related official guidance: Customers and Importing/Migrating Data.
Build the export inventory
| Record group | What makes it usable later |
|---|---|
| Tickets, actions, and notes | Source ticket ID, client/requester, status, dates and custom fields; join notes and files by parent ID |
| Clients, users, and sites | Source person/company IDs, names, email and parent organization/site; preserve inactive and duplicate-name mappings |
| Time and contract data | Technician ID, ticket/customer link, work date, duration units, billable status and source entry ID |
| Invoices where licensed | Document and customer IDs, line items, currency, tax, totals, balances and payment allocations; reconcile financial meaning |
Validate formats and attachments
Open CSV or spreadsheet output with dates and identifiers intact. Validate JSON pagination and error handling. Download and verify file contents as well as metadata while authenticated or time-limited URLs remain accessible.
Prepare for migration
Count records by type and year, sample the oldest and most complex items, save field dictionaries, and document missing modules. Use the PSA migration checklist before cancellation.
Keep the source history useful
Store the original export, field definitions, file manifest and validation results together. Follow the source archive planning use case and keep the archive readable after cutover.
Plan your independent PSA archive
Keep source history available after your move. Join the waitlist for invitation-only BackupPSA access, or contact us about your platform.