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.

Anti-triggers

• The same customer in Automate — ConnectWise Automate calls it a Client and keeps its own ID space; a PSA company/id never matches an Automate ClientID. Use connectwise-automate-clients.
• People at the company — names, email addresses, phone numbers and portal logins are contact records; use connectwise-psa-contacts.
• The same client in a documentation or distributor platform — a Hudu company is a documentation container and a Pax8 company is the billing account licences are bought against; neither shares an ID with the PSA. Use hudu-companies or pax8-companies.

API Endpoint

Base: /company/companies

Company Types

Standard company types in ConnectWise PSA:

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

Company Statuses

Standard company statuses:

Query /company/companies/statuses for available statuses.

Complete Company Field Reference

Core Fields

Contact Information

Address Fields

Classification Fields

Billing Fields

Ownership Fields

Tracking Fields

Company Sites

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

Site Endpoint

/company/companies/{companyId}/sites

Site Fields

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

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

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. Link to accounting - Set accountNumber for integration

Error Handling

Related Skills

• ConnectWise Contacts - Contact management
• ConnectWise Tickets - Service tickets
• ConnectWise API Patterns - Query syntax and auth