autotask_update_company
Update company records in Autotask, including payment terms via invoice template and separate billing address fields.
Instructions
Update company record. invoiceTemplateID sets payment terms (103=Due on Receipt, 104=NET 30). Billing address fields separate from regular address.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | ||
| companyName | No | ||
| phone | No | ||
| address1 | No | Regular address (distinct from billingAddress1) | |
| address2 | No | ||
| city | No | ||
| state | No | ||
| postalCode | No | ||
| countryID | No | e.g. 237 for United States | |
| isActive | No | ||
| webAddress | No | Website URL (field name is webAddress) | |
| billingAddress1 | No | For invoices (separate from address1) | |
| billingAddress2 | No | Billing address line 2 | |
| billToAttention | No | Bill-to attention name | |
| billToAddressToUse | No | 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) |