Assign a Company to AutoTask

This window lets you link a company from your customer list with the corresponding company inside AutoTask. This step is essential so that BillingBot knows which AutoTask customer should receive the billing generated from your cloud distributors. It applies only when your PSA integration is AutoTask (it does not appear if you work with HaloPSA).

When to use this screen

Use this window when you need to connect (or fix the connection of) a company with its counterpart in AutoTask, for example:

• You just added a new company and it does not yet have an AutoTask company assigned.
• You want to change the AutoTask company that was linked to a customer.
• You are reviewing customer configuration and notice the AutoTask link is missing.

What it shows

• Source Company: the name of the source company (the one that already exists in your BillingBot customer list) that you are about to link. This field is read-only.
• Search AutoTask Company: a search field to quickly filter the list of AutoTask companies by name, number, or tax region.
• AutoTask companies table, with the columns:
  • Id: the company's identifier in AutoTask.
  • Company Name: the company's name in AutoTask.
  • Number: the company's number in AutoTask.
  • Tax Region: the tax region assigned to that company in AutoTask.
  • Actions: button to confirm the assignment.
• While the assignment is being saved, a loading indicator with the message "Assigning company..." appears covering the window.

Available actions

• Search AutoTask Company field: type any text to filter the table in real time by company name, ID, number, or tax region. It does not affect any data, only the view.
• Assign button (on each table row): links the source company with the AutoTask company selected in that row. If the source company did not yet exist in BillingBot, it creates it; if it already existed, it updates its link with AutoTask (including the company ID, name, and tax region). ⚠️ If the company already had a previous assignment to a different AutoTask company, this action replaces it.
• Close icon (X) or clicking outside the window: closes the window without completing any new assignment.

Step-by-step flow

1. Open the customer management screen and locate the company you want to link with AutoTask.
2. This window opens, showing the company name in the "Source Company" field.
3. If the list of AutoTask companies is long, type in "Search AutoTask Company" to find the correct company by name, number, or tax region.
4. Locate the row of the correct AutoTask company and click the "Assign" button on that row.
5. Wait for the "Assigning company..." indicator to disappear. The window closes automatically and the assignment is saved.

Common errors and how to resolve them

• Error message when saving the company: if something fails while creating or updating the company (for example, a connection issue or invalid data), you will see an error message with the detail returned by the system. Try "Assign" again; if the problem persists, contact support.
• Unexpected error message: if an unforeseen error occurs during the assignment, the system displays a notice indicating that the issue was logged for technical review, along with the error detail. You can close the window and try again; if it happens again, report it to technical support.

Related screens

• Customer Management
• Edit Company
• Assign Company to Halo
• Assign AutoTask Contract
• Assign Company Integration