Kaseya

Kaseya Quotations API

The Quotations API from Kaseya — 4 operation(s) for quotations.

GitHub OpenAPI

Operations 5

GET /v2/crm/quotes/summary #
GET /v2/crm/quotes/{quotationId} #
GET /v2/crm/quotes/{quotationId}/lineItems/{lineItemId} #
PUT /v2/crm/quotes/{quotationId}/lineItems/{lineItemId} #
POST /v2/crm/quotes/{quotationId}/lineItems/{itemTypeId}/{distributerTypeId} #

Documentation

📖
Documentation
https://help.bms.kaseya.com/help/Content/BMS%20API/bms-api-v2-bms-rest-apis.html
📖
APIReference
https://api.bms.kaseya.com/swagger/index.html
📖
Documentation
https://ww2.autotask.net/help/developerhelp/Content/APIs/REST/REST_API_Home.htm
📖
APIReference
https://webservices2.autotask.net/atservicesrest/swagger/ui/index
📖
Authentication
https://ww2.autotask.net/help/developerhelp/Content/APIs/REST/General_Topics/REST_Security_Auth.htm
📖
RateLimits
https://www.autotask.net/help/developerhelp/Content/APIs/REST/General_Topics/REST_Thresholds_Limits.htm
📖
Documentation
https://rmm.datto.com/help/en/Content/2SETUP/APIv2.htm
📖
APIReference
https://syrah-api.centrastage.net/api/swagger-ui/index.html
📖
RateLimits
https://raw.githubusercontent.com/api-evangelist/kaseya/refs/heads/main/rate-limits/kaseya-rate-limits.yml

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/kaseya/refs/heads/main/openapi/kaseya-quotations-api-openapi.yml

Other Resources

🔗
Console
https://api.bms.kaseya.com/swagger/index.html
🔗
Webhooks
https://help.bms.kaseya.com/help/Content/Integration/bms_webhook_integration.htm

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OpenAPI Specification

kaseya-quotations-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: BMS API 2.0 Quotations API
  description: Documentation of APIs Version 2.0
  version: '2.0'
servers:
- url: https://api.bms.kaseya.com
security:
- bearerAuth: []
tags:
- name: Quotations
paths:
  /v2/crm/quotes/summary:
    get:
      tags:
      - Quotations
      operationId: GetQuotationsListSummary
      parameters:
      - name: Filter.AccountId
        in: query
        schema:
          type: integer
          format: int32
      - name: Filter.StatusIds
        in: query
        schema:
          type: string
      - name: Filter.CreatedOnFrom
        in: query
        schema:
          type: string
          format: date-time
      - name: Filter.CreatedOnTo
        in: query
        schema:
          type: string
          format: date-time
      - name: Sort
        in: query
        schema:
          type: string
      - name: Exclude
        in: query
        schema:
          type: string
      - name: PageSize
        in: query
        schema:
          type: integer
          format: int32
      - name: PageNumber
        in: query
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/QuotationsListSummaryOutputDtoIEnumerablePagedResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/QuotationsListSummaryOutputDtoIEnumerablePagedResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/QuotationsListSummaryOutputDtoIEnumerablePagedResponse'
  /v2/crm/quotes/{quotationId}:
    get:
      tags:
      - Quotations
      operationId: GetQuotation
      parameters:
      - name: quotationId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/QuotationOutputDtoResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/QuotationOutputDtoResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/QuotationOutputDtoResponse'
  /v2/crm/quotes/{quotationId}/lineItems/{lineItemId}:
    get:
      tags:
      - Quotations
      operationId: GetLineItem
      parameters:
      - name: quotationId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: lineItemId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/QuotationLineItemOutputDtoResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/QuotationLineItemOutputDtoResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/QuotationLineItemOutputDtoResponse'
    put:
      tags:
      - Quotations
      operationId: PutQuotationLineItem
      parameters:
      - name: quotationId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: lineItemId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      requestBody:
        content:
          application/json-patch+json:
            schema:
              $ref: '#/components/schemas/QuotationLineItemInputDto'
          application/json:
            schema:
              $ref: '#/components/schemas/QuotationLineItemInputDto'
          text/json:
            schema:
              $ref: '#/components/schemas/QuotationLineItemInputDto'
          application/*+json:
            schema:
              $ref: '#/components/schemas/QuotationLineItemInputDto'
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/QuotationLineItemOutputDtoResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/QuotationLineItemOutputDtoResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/QuotationLineItemOutputDtoResponse'
  /v2/crm/quotes/{quotationId}/lineItems/{itemTypeId}/{distributerTypeId}:
    post:
      tags:
      - Quotations
      operationId: PostQuotationLineItem
      parameters:
      - name: quotationId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: itemTypeId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: distributerTypeId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      requestBody:
        content:
          application/json-patch+json:
            schema:
              $ref: '#/components/schemas/QuotationLineItemInputDto'
          application/json:
            schema:
              $ref: '#/components/schemas/QuotationLineItemInputDto'
          text/json:
            schema:
              $ref: '#/components/schemas/QuotationLineItemInputDto'
          application/*+json:
            schema:
              $ref: '#/components/schemas/QuotationLineItemInputDto'
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/QuotationLineItemOutputDtoResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/QuotationLineItemOutputDtoResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/QuotationLineItemOutputDtoResponse'
components:
  schemas:
    QuotationLineItemOutputDto:
      type: object
      properties:
        Id:
          type: integer
          format: int32
        CreatedBy:
          type:
          - integer
          - 'null'
          format: int32
        CreatedOn:
          type:
          - string
          - 'null'
          format: date-time
        ModifiedBy:
          type:
          - integer
          - 'null'
          format: int32
        ModifiedOn:
          type:
          - string
          - 'null'
          format: date-time
        QuotationId:
          type: integer
          format: int32
        Name:
          type:
          - string
          - 'null'
        Description:
          type:
          - string
          - 'null'
        OriginalUnitPrice:
          type:
          - number
          - 'null'
          format: double
        UnitPrice:
          type: number
          format: double
        UnitCost:
          type: number
          format: double
        Quantity:
          type:
          - number
          - 'null'
          format: double
        Discount:
          type: number
          format: double
        TTC:
          type:
          - number
          - 'null'
          format: double
        Total:
          type:
          - number
          - 'null'
          format: double
        TaxRate:
          type:
          - number
          - 'null'
          format: double
        Taxable:
          type: boolean
        IsDistributerItem:
          type: boolean
        ExtDistReference:
          type:
          - string
          - 'null'
        Margin:
          type: number
          format: double
        MarginType:
          type: integer
          format: int32
        DistributorTypeId:
          type:
          - integer
          - 'null'
          format: int32
        Image:
          type:
          - string
          - 'null'
      additionalProperties: false
    ErrorInfo:
      type: object
      properties:
        Code:
          type: integer
          format: int32
        Message:
          type:
          - string
          - 'null'
        Details:
          type:
          - string
          - 'null'
        StackStrace:
          type:
          - string
          - 'null'
        SubErrors:
          type:
          - array
          - 'null'
          items:
            type: string
      additionalProperties: false
    QuotationOutputDtoResponse:
      type: object
      properties:
        Success:
          type: boolean
          readOnly: true
        Error:
          $ref: '#/components/schemas/ErrorInfo'
        Result:
          $ref: '#/components/schemas/QuotationOutputDto'
      additionalProperties: false
    QuotationLineItemOutputDtoResponse:
      type: object
      properties:
        Success:
          type: boolean
          readOnly: true
        Error:
          $ref: '#/components/schemas/ErrorInfo'
        Result:
          $ref: '#/components/schemas/QuotationLineItemOutputDto'
      additionalProperties: false
    QuotationOutputDto:
      type: object
      properties:
        Id:
          type: integer
          format: int32
        QuotationNumber:
          type:
          - string
          - 'null'
        Name:
          type:
          - string
          - 'null'
        StatusId:
          type:
          - integer
          - 'null'
          format: int32
        StatusName:
          type:
          - string
          - 'null'
        ExpiryDate:
          type: string
          format: date-time
        CreatedOn:
          type: string
          format: date-time
        CreatedById:
          type: integer
          format: int32
        CreatedByName:
          type:
          - string
          - 'null'
        OpportunityId:
          type:
          - integer
          - 'null'
          format: int32
        OpportunityTitle:
          type:
          - string
          - 'null'
        AccountId:
          type:
          - integer
          - 'null'
          format: int32
        AccountName:
          type:
          - string
          - 'null'
        LocationId:
          type:
          - integer
          - 'null'
          format: int32
        LocationName:
          type:
          - string
          - 'null'
        SalesRepresentativeFirstName:
          type:
          - string
          - 'null'
        SalesRepresentativeLastName:
          type:
          - string
          - 'null'
        SalesRepresentativeUserId:
          type: integer
          format: int32
      additionalProperties: false
    QuotationLineItemInputDto:
      type: object
      properties:
        Id:
          type: integer
          format: int32
        Name:
          type:
          - string
          - 'null'
        Description:
          type:
          - string
          - 'null'
        ExtDistReference:
          type:
          - string
          - 'null'
        Image:
          type:
          - string
          - 'null'
        UnitPrice:
          type: number
          format: double
        UnitCost:
          type: number
          format: double
        Quantity:
          type:
          - number
          - 'null'
          format: double
        Margin:
          type: number
          format: double
        MarginType:
          type: integer
          format: int32
        Discount:
          type: number
          format: double
        Taxable:
          type: boolean
      additionalProperties: false
    QuotationsListSummaryOutputDto:
      type: object
      properties:
        Id:
          type: integer
          format: int32
        Name:
          type:
          - string
          - 'null'
        QuotationNumber:
          type:
          - string
          - 'null'
        StatusId:
          type:
          - integer
          - 'null'
          format: int32
        StatusName:
          type:
          - string
          - 'null'
        ExpiryDate:
          type: string
          format: date-time
        CreatedOn:
          type: string
          format: date-time
      additionalProperties: false
    QuotationsListSummaryOutputDtoIEnumerablePagedResponse:
      type: object
      properties:
        Success:
          type: boolean
          readOnly: true
        Error:
          $ref: '#/components/schemas/ErrorInfo'
        Result:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/QuotationsListSummaryOutputDto'
        TotalRecords:
          type: integer
          format: int32
      additionalProperties: false
  securitySchemes:
    bearerAuth:
      type: http
      description: JWT Authorization header using the Bearer scheme.
      scheme: bearer
      bearerFormat: JWT