autotask_update_company
Update company contact and billing details, set payment terms by invoice template ID, and configure tax exemption. Supports separate billing and physical addresses.
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) |