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Autotask

Interact with Kaseya's Autotask PSA REST API to manage companies, tickets, contracts, and more.

Actions524

Company → Get Many

AI-generated

Overview

This node operation retrieves multiple company records from the Autotask PSA system. It supports fetching all records or limiting the number of records returned, with options to customize the output fields and format. This operation is useful for scenarios where you need to list or analyze multiple companies, such as generating reports, syncing company data with other systems, or performing bulk updates.

Use Case Examples

  1. Fetch all companies to synchronize with a CRM system.
  2. Retrieve a limited number of company records for display in a dashboard.
  3. Get company data with human-readable labels for picklist and reference fields for easier interpretation.

Properties

Name Meaning
Get All Whether to return all company records or only up to a specified limit.
Max Records Maximum number of company records to return when not returning all. Range is 1 to 500.
Add Picklist Labels Automatically add "_label" fields for picklist fields with human-readable values, excluding empty values.
Add Reference Labels Automatically add "_label" fields for reference fields with human-readable values, excluding empty values.
Select Columns Names or IDs. Choose which company fields to include in the response. If none selected, all fields are returned. The ID field is always included.
Flatten User-Defined Fields Bring user-defined fields (UDFs) up to the top level of each company object instead of nested inside the userDefinedFields array.
Fields Define or map specific company fields to be included or manipulated in the operation.

Output

JSON

  • id - Unique identifier of the company record.
  • name - Name of the company.
  • address - Company address details.
  • phone - Company phone number.
  • email - Company email address.
  • _label - Human-readable labels for picklist or reference fields if enabled.
  • userDefinedFields - Array of user-defined fields associated with the company, or flattened to top-level properties if enabled.

Dependencies

  • An API key credential for Autotask PSA REST API authentication.

Troubleshooting

  • Ensure the API credentials are correctly configured and have sufficient permissions to access company data.
  • If the node returns no data, verify that the company records exist and the query parameters (like max records) are set appropriately.
  • Errors related to rate limits may occur; ensure the API usage complies with Autotask's rate limits and retry accordingly.

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