Companies

---
name: "ConnectWise Manage Companies"
description: >
  Use this skill when working with ConnectWise PSA companies - creating, updating,
  searching, or managing company/account records. Covers company types, statuses,
  sites/locations, custom fields, and company relationships. Essential for MSP
  account management and CRM operations in ConnectWise PSA.
when_to_use: "When creating, updating, searching, or managing company/account records"
triggers:
  - connectwise company
  - connectwise account
  - company management
  - create company connectwise
  - company site
  - company location
  - company type
  - company status
  - customer record
  - client record
  - company custom field
---

# 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

```http
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

```http
GET /company/companies/{companyId}/customFields
```

### Custom Field Response

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

### Update Custom Fields

Custom fields are updated via the company PATCH:

```http
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

```http
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

```http
GET /company/companies/{id}
```

### Get Company by Identifier

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

### Update Company

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

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

### Search Companies

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

### Delete Company

```http
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:

```http
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** - Store industry-specific data
7. **Keep status current** - Inactive companies should be marked as such
8. **Link to accounting** - Set accountNumber for integration

## Error Handling

| Error | Cause | Resolution |
|-------|-------|------------|
| Identifier required | Missing identifier | Provide unique company code |
| Name required | Missing company name | Include name field |
| Identifier exists | Duplicate identifier | Choose unique identifier |
| Cannot delete | Has related records | Set status to Inactive instead |
| Invalid status | Status doesn't exist | Query statuses endpoint |

## Related Skills

- [ConnectWise Contacts](../contacts/SKILL.md) - Contact management
- [ConnectWise Tickets](../tickets/SKILL.md) - Service tickets
- [ConnectWise API Patterns](../api-patterns/SKILL.md) - Query syntax and auth