About organizations

The organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site. plays a central role in Autotask. Contacts, tickets, devices Your Autotask instance may be configured to use one of the following terms instead: Asset, Configuration Item, Installed Asset, Installed Product., billing contracts - none of them exist on their own. All data in Autotask ultimately ties back to an organization. This reflects the fact that you do business with organizations (vendors, customers, partners), whereas the people at these organizations may come and go.

The Organization page illustrates the fact that everything comes together here. In addition to the fields of the organization entity (address, phone number, tax information...), you will find there everything else that relates back to the organization. The accessory tabs are essentially built-in search tables for all organization-related information.

Even your own organization must be in your Autotask instance as what we call the local organization The database record of your own organization in Autotask. It has the organization ID "0", and is used as the sender address on quotes, invoices, etc. Previous versions of the help referred to this database record as: 0 Account, Zero Company, Your Own Company. (it has the organization ID 0).

This organization has special properties, so make sure you don't give the number 0 to another organization!

Organization types and organization categories

The other organizations in your Autotask instance relate to your local organization in different ways. The most important ones are:

  • Customers buy goods and services from you.
  • Vendors sell goods and services to you.
  • Partners can be VARs or outsourcing partners.

Your Autotask instance comes pre-configured with a separate organization category for each type. Categories control which fields and options you see on the Organization page.

Creating organizations

You can add organizations manually, or import them in bulk.