autotask_update_company
Update an existing company record in Autotask, including billing and address fields, with field names matching the REST API.
Instructions
Update an existing company in Autotask. Field names match the Autotask REST API exactly (camelCase, capital ID suffixes where applicable). Note: Autotask uses invoiceTemplateID for payment terms (e.g. 103=Due on Receipt, 104=NET 30) — there is NO paymentTerm field on the Companies entity. Billing address fields (billingAddress1/billToCity/billToState/billToZipCode/billToCountryID/billToAttention/billToAddressToUse) are SEPARATE from the regular address fields (address1/city/state/postalCode/countryID) — set both pairs when needed.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | Company ID to update | |
| companyName | No | Company name | |
| phone | No | Company phone number | |
| address1 | No | Company address line 1 (the regular address, distinct from billingAddress1 used for invoices) | |
| address2 | No | Company address line 2 | |
| city | No | Company city | |
| state | No | Company state/province | |
| postalCode | No | Company postal/ZIP code | |
| countryID | No | Country ID (e.g. 237 for United States) | |
| isActive | No | Whether the company is active | |
| webAddress | No | Company website URL (Autotask field name is webAddress, not website) | |
| billingAddress1 | No | Billing address line 1 (used for Invoice Settings — separate from address1) | |
| billingAddress2 | No | Billing address line 2 | |
| billToAttention | No | Bill-to attention name | |
| billToAddressToUse | No | Address-to-use flag (1 = use bill-to fields explicitly) | |
| billToCity | No | Bill-to city | |
| billToState | No | Bill-to state/province | |
| billToZipCode | No | Bill-to ZIP/postal code | |
| billToCountryID | No | Bill-to country ID | |
| billToCompanyLocationID | No | Bill-to company location ID | |
| taxRegionID | No | Tax region ID (capital ID suffix per Autotask convention) | |
| invoiceTemplateID | No | Invoice template ID applied to this company. Acts as the payment-terms selector (e.g. 103=Due on Receipt, 104=NET 30). | |
| invoiceMethod | No | Invoice delivery method picklist ID (e.g. 2=Email) | |
| invoiceEmailMessageID | No | Default email-message template ID used when invoicing this company | |
| taxID | No | Tax registration / FEIN / VAT identifier string | |
| isTaxExempt | No | Whether the company is tax-exempt. Note: Autotask field name is `isTaxExempt` — not `taxExempt`. | |
| quoteEmailMessageID | No | Default email-message template ID used when sending quotes | |
| quoteTemplateID | No | Default quote template ID for this company | |
| purchaseOrderTemplateID | No | Default purchase-order template ID for this company | |
| ownerResourceID | No | Resource ID of the account owner | |
| classification | No | Company classification picklist ID | |
| companyType | No | Company type picklist ID (e.g. Customer, Prospect, Vendor) |