{% extends "documentation/base.html" %}

{% block doc_content %}
<h1>Company Mapping</h1>

<p class="lead">
  Map each Backupchecks customer to the correct Autotask company.
</p>

<div class="doc-callout doc-callout-warning">
  <strong>Required for Autotask actions:</strong><br>
  Creating or linking Autotask tickets from Run Checks requires a valid customer mapping status.
</div>

<h2>Where to Manage Mappings</h2>

<ol>
  <li>Open <a href="{{ url_for('main.customers') }}"><strong>Customers</strong></a>.</li>
  <li>Use <strong>Edit</strong> on a customer.</li>
  <li>In the Autotask mapping section:
    <ul>
      <li>Search Autotask companies</li>
      <li>Select result</li>
      <li>Set mapping / Refresh status / Clear mapping</li>
    </ul>
  </li>
</ol>

<h2>Mapping Status Values</h2>

<ul>
  <li><strong>OK</strong>: mapping is valid.</li>
  <li><strong>Renamed</strong>: company still exists but name changed in Autotask.</li>
  <li><strong>Missing</strong>: temporary lookup/API issue.</li>
  <li><strong>Invalid</strong>: mapped company no longer exists (e.g. 404).</li>
  <li><strong>Not mapped</strong>: no company ID set.</li>
</ul>

<h2>Refresh Operations</h2>

<ul>
  <li>Per customer: <strong>Refresh status</strong> in the edit modal.</li>
  <li>Bulk: <strong>Refresh all Autotask mappings</strong> on Customers page.</li>
</ul>

<h2>Import/Export Behavior</h2>

<ul>
  <li>Customer CSV supports optional Autotask ID/name columns.</li>
  <li>Import can include mapping IDs only when explicit option is enabled.</li>
  <li>After import with IDs, mapping status is revalidated via refresh.</li>
</ul>

<h2>Troubleshooting</h2>

<ul>
  <li>If company search fails, verify integration setup in Settings.</li>
  <li>If status stays <strong>Missing</strong>, check API connectivity/permissions.</li>
  <li>If status is <strong>Invalid</strong>, remap to the current Autotask company.</li>
</ul>

<h2>Next Steps</h2>

<ul>
  <li><a href="{{ url_for('documentation.page', section='autotask', page='creating-tickets') }}">Creating Tickets</a></li>
  <li><a href="{{ url_for('documentation.page', section='autotask', page='ticket-management') }}">Ticket Management</a></li>
</ul>
{% endblock %}