u/pjustmd

Migrating ~120 managed services clients from ConnectWise to Halo. Each has at least one recurring focus day (some daily, some weekly, some quarterly) that consumes hours from the agreement. I need to provision the contract schedules in bulk via API rather than clicking through the UI for every client.

Three questions for anyone who has done this or knows the API well:

1. On `POST /api/Appointment`, what field binds the appointment to a contract's schedule plan specifically, so it deducts from Hours Allocated on the agreement? A freestanding appointment linked only to the agreement does not seem to meet that need?
2. Does `POST /api/Agreement` (or any other endpoint) accept a nested schedule plan generator payload (start/end dates, cadence, hours per appointment, ticket type, work hours)? Effectively the API equivalent of the `Create Scheduled Dates` button. Or do I need to generate the date list client-side and POST each appointment individually?
3. If I POST appointments via API, does the Work Hours calendar holiday skip apply server-side, or do I need to apply it myself before submitting?

The Q3 2021 release notes said recurring appointments could not be created through Halo, only imported. Wondering if that still holds or if it has been extended since.

If anyone has done a CW-to-Halo migration of contract schedules at scale, interested to hear how you structured it. Rewst is our RPA of choice.