ConnectWise Manage Companies

ConnectWise PSA Company Management

Overview

Companies in ConnectWise PSA represent your clients, prospects, vendors, and other business entities. Company records are central to ticketing, agreements, projects, and billing. This skill covers company CRUD operations, types, statuses, sites, and custom fields.

API Endpoint

Base: /company/companies

Company Types

Standard company types in ConnectWise PSA:

| Type ID | Name | Description | |---------|------|-------------| | 1 | Client | Active paying customer | | 2 | Prospect | Potential customer | | 3 | Vendor | Supplier or partner | | 4 | Partner | Strategic partner | | 5 | Competitor | Market competitor |

Note: Company types are configurable. Query /company/companies/types for your instance's types.

Company Statuses

Standard company statuses:

| Status ID | Name | Description | Active | |-----------|------|-------------|--------| | 1 | Active | Active company | Yes | | 2 | Inactive | Inactive company | No | | 3 | Not Approved | Pending approval | No |

Query /company/companies/statuses for available statuses.

Complete Company Field Reference

Core Fields

| Field | Type | Required | Description | |-------|------|----------|-------------| | id | int | System | Auto-generated unique identifier | | identifier | string(25) | Yes | Unique company code (e.g., "ACME") | | name | string(50) | Yes | Full company name | | status | object | No | {id: statusId} | | type | object | No | {id: typeId} |

Contact Information

| Field | Type | Required | Description | |-------|------|----------|-------------| | phoneNumber | string(30) | No | Main phone | | faxNumber | string(30) | No | Fax number | | website | string(255) | No | Company website URL |

Address Fields

| Field | Type | Required | Description | |-------|------|----------|-------------| | addressLine1 | string(50) | No | Street address | | addressLine2 | string(50) | No | Suite/unit | | city | string(50) | No | City | | state | string(50) | No | State/province | | zip | string(12) | No | Postal code | | country | object | No | {id: countryId} |

Classification Fields

| Field | Type | Required | Description | |-------|------|----------|-------------| | territory | object | No | {id: territoryId} - Sales territory | | market | object | No | {id: marketId} - Industry/market | | accountNumber | string(30) | No | External accounting ID | | taxIdentifier | string(25) | No | Tax ID/EIN | | annualRevenue | decimal | No | Company annual revenue | | numberOfEmployees | int | No | Employee count |

Billing Fields

| Field | Type | Required | Description | |-------|------|----------|-------------| | billingTerms | object | No | {id: termsId} - Payment terms | | billToCompany | object | No | {id: companyId} - Bill to different company | | invoiceDeliveryMethod | object | No | {id: methodId} - Email, Mail, etc. | | invoiceTemplate | object | No | {id: templateId} | | pricingSchedule | object | No | {id: scheduleId} |

Ownership Fields

| Field | Type | Required | Description | |-------|------|----------|-------------| | ownerLevel | object | No | {id: levelId} - Account manager level | | defaultContact | object | No | {id: contactId} - Primary contact | | leadSource | string(50) | No | How lead was acquired | | leadFlag | boolean | No | Is this a lead |

Tracking Fields

| Field | Type | Required | Description | |-------|------|----------|-------------| | dateAcquired | date | No | When became customer | | deletedFlag | boolean | System | Soft delete status | | mobileGuid | guid | System | Mobile app identifier | | _info | object | System | Metadata including last updated |

Company Sites

Sites represent physical locations for a company. Each company can have multiple sites.

Site Endpoint

/company/companies/{companyId}/sites

Site Fields

| Field | Type | Required | Description | |-------|------|----------|-------------| | id | int | System | Site identifier | | name | string(50) | Yes | Site name | | addressLine1 | string(50) | No | Street address | | addressLine2 | string(50) | No | Suite/unit | | city | string(50) | No | City | | state | string(50) | No | State/province | | zip | string(12) | No | Postal code | | country | object | No | {id: countryId} | | phoneNumber | string(30) | No | Site phone | | faxNumber | string(30) | No | Site fax | | taxCode | object | No | {id: taxCodeId} | | defaultFlag | boolean | No | Is primary site |

Create Site

POST /company/companies/{companyId}/sites
Content-Type: application/json

{
  "name": "Main Office",
  "addressLine1": "123 Main Street",
  "city": "Springfield",
  "state": "IL",
  "zip": "62701",
  "defaultFlag": true
}

Custom Fields

Custom fields store company-specific data not in standard fields.

Get Custom Fields

GET /company/companies/{companyId}/customFields

Custom Field Response

{
  "id": 1,
  "caption": "SLA Tier",
  "value": "Gold",
  "type": "Text"
}

Update Custom Fields

Custom fields are updated via the company PATCH:

PATCH /company/companies/{id}
Content-Type: application/json

{
  "customFields": [
    {
      "id": 1,
      "value": "Platinum"
    }
  ]
}

Custom Field Types

| Type | Description | |------|-------------| | Text | Free-form text | | Number | Numeric value | | Date | Date value | | Checkbox | Boolean true/false | | Dropdown | Selection from list |

API Operations

Create Company

POST /company/companies
Content-Type: application/json

{
  "identifier": "ACME",
  "name": "Acme Corporation",
  "status": {"id": 1},
  "type": {"id": 1},
  "addressLine1": "123 Main Street",
  "city": "Springfield",
  "state": "IL",
  "zip": "62701",
  "phoneNumber": "555-123-4567",
  "website": "https://www.acme.com"
}

Get Company

GET /company/companies/{id}

Get Company by Identifier

GET /company/companies?conditions=identifier="ACME"

Update Company

PATCH /company/companies/{id}
Content-Type: application/json

{
  "phoneNumber": "555-987-6543",
  "status": {"id": 1}
}

Search Companies

GET /company/companies?conditions=name contains "Acme" and status/id=1

Delete Company

DELETE /company/companies/{id}

Note: Deleting a company with related records (tickets, contacts, etc.) will fail. Use status change to Inactive instead.

Common Query Patterns

Active clients:

conditions=status/id=1 and type/id=1

Companies by territory:

conditions=territory/id=5

Companies with no contact:

conditions=defaultContact=null

Recently added companies:

conditions=_info/lastUpdated>[2024-01-01]
orderBy=_info/lastUpdated desc

Search by name:

conditions=name contains "tech"

Companies by market:

conditions=market/id=3

Company Relationships

Parent/Child Companies

Companies can have hierarchical relationships:

GET /company/companies/{id}/managedDevicesIntegrations

Related Entities

| Entity | Relationship | |--------|-------------| | Contacts | /company/contacts?conditions=company/id={id} | | Tickets | /service/tickets?conditions=company/id={id} | | Agreements | /finance/agreements?conditions=company/id={id} | | Projects | /project/projects?conditions=company/id={id} | | Configurations | /company/configurations?conditions=company/id={id} |

Best Practices

1. Use unique identifiers - Keep short, meaningful codes (ACME, ABC123)
2. Standardize company names - Consistent naming helps searching
3. Set company type - Enables filtering and reporting
4. Add default contact - Primary point of contact for communications
5. Configure sites - Multiple locations need separate sites
6. Use custom fields - Sto