Add Autotask company mapping to export/import functionality

Extended both customer and jobs export/import to preserve Autotask
company mappings during data migration and system reset workflows.

Changes:
- Customer export (CSV): Added autotask_company_id and autotask_company_name columns
- Customer import (CSV): Reads and applies Autotask mapping fields, resets sync status
- Jobs export (JSON): Includes Autotask fields in customers array
- Jobs import (JSON): Processes customers array with Autotask mappings before jobs
- Backwards compatible: Old exports without Autotask fields continue to work
- Import feedback: Shows both created and updated customer counts

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>

containers/backupchecks/src/backend/app/main/routes_customers.py

@@ -425,9 +425,14 @@ def customers_export():
     items = Customer.query.order_by(Customer.name.asc()).all()
     buf = StringIO()
     writer = csv.writer(buf)
-    writer.writerow(["name", "active"])
+    writer.writerow(["name", "active", "autotask_company_id", "autotask_company_name"])
     for c in items:
-        writer.writerow([c.name, "1" if c.active else "0"])
+        writer.writerow([
+            c.name,
+            "1" if c.active else "0",
+            c.autotask_company_id if c.autotask_company_id else "",
+            c.autotask_company_name if c.autotask_company_name else ""
+        ])
 
     out = buf.getvalue().encode("utf-8")
     return Response(
@@ -475,6 +480,14 @@ def customers_import():
     header = [c.strip().lower() for c in (rows[0] or [])]
     start_idx = 1 if ("name" in header or "customer" in header) else 0
 
+    # Detect Autotask columns (backwards compatible - these are optional)
+    autotask_id_idx = None
+    autotask_name_idx = None
+    if "autotask_company_id" in header:
+        autotask_id_idx = header.index("autotask_company_id")
+    if "autotask_company_name" in header:
+        autotask_name_idx = header.index("autotask_company_name")
+
     for r in rows[start_idx:]:
         if not r:
             continue
@@ -491,15 +504,39 @@ def customers_import():
             elif a in ("0", "false", "no", "n", "inactive"):
                 active_val = False
 
+        # Read Autotask fields if present
+        autotask_company_id = None
+        autotask_company_name = None
+        if autotask_id_idx is not None and len(r) > autotask_id_idx:
+            id_val = (r[autotask_id_idx] or "").strip()
+            if id_val:
+                try:
+                    autotask_company_id = int(id_val)
+                except ValueError:
+                    pass
+        if autotask_name_idx is not None and len(r) > autotask_name_idx:
+            name_val = (r[autotask_name_idx] or "").strip()
+            if name_val:
+                autotask_company_name = name_val
+
         existing = Customer.query.filter_by(name=name).first()
         if existing:
             if active_val is not None:
                 existing.active = active_val
+            # Update Autotask mapping if provided in CSV
+            if autotask_company_id is not None:
+                existing.autotask_company_id = autotask_company_id
+                existing.autotask_company_name = autotask_company_name
+                existing.autotask_mapping_status = None  # Will be resynced
+                existing.autotask_last_sync_at = None
             updated += 1
         else:
-                skipped += 1
+            c = Customer(
-        else:
+                name=name,
-            c = Customer(name=name, active=True if active_val is None else active_val)
+                active=True if active_val is None else active_val,
+                autotask_company_id=autotask_company_id,
+                autotask_company_name=autotask_company_name
+            )
             db.session.add(c)
             created += 1
 

containers/backupchecks/src/backend/app/main/routes_settings.py

@@ -219,14 +219,22 @@ def settings_jobs_export():
         customer_by_id = {}
         for job in jobs:
             if job.customer_id and job.customer and job.customer.name:
-                customer_by_id[job.customer_id] = job.customer.name
+                customer_by_id[job.customer_id] = job.customer
 
-        payload["customers"] = [{"name": name} for _, name in sorted(customer_by_id.items(), key=lambda x: x[1].lower())]
+        payload["customers"] = [
+            {
+                "name": customer.name,
+                "autotask_company_id": customer.autotask_company_id,
+                "autotask_company_name": customer.autotask_company_name
+            }
+            for _, customer in sorted(customer_by_id.items(), key=lambda x: x[1].name.lower())
+        ]
 
         for job in jobs:
+            customer = customer_by_id.get(job.customer_id)
             payload["jobs"].append(
                 {
-                    "customer_name": customer_by_id.get(job.customer_id),
+                    "customer_name": customer.name if customer else None,
                     "from_address": getattr(job, "from_address", None),
                     "backup_software": job.backup_software,
                     "backup_type": job.backup_type,
@@ -283,10 +291,46 @@ def settings_jobs_import():
         return redirect(url_for("main.settings", section="general"))
 
     created_customers = 0
+    updated_customers = 0
     created_jobs = 0
     updated_jobs = 0
 
     try:
+        # First, process customers from the payload (if present)
+        customers_data = payload.get("customers") or []
+        if isinstance(customers_data, list):
+            for cust_item in customers_data:
+                if not isinstance(cust_item, dict):
+                    continue
+                cust_name = (cust_item.get("name") or "").strip()
+                if not cust_name:
+                    continue
+
+                # Read Autotask fields (backwards compatible - optional)
+                autotask_company_id = cust_item.get("autotask_company_id")
+                autotask_company_name = cust_item.get("autotask_company_name")
+
+                existing_customer = Customer.query.filter_by(name=cust_name).first()
+                if existing_customer:
+                    # Update Autotask mapping if provided
+                    if autotask_company_id is not None:
+                        existing_customer.autotask_company_id = autotask_company_id
+                        existing_customer.autotask_company_name = autotask_company_name
+                        existing_customer.autotask_mapping_status = None  # Will be resynced
+                        existing_customer.autotask_last_sync_at = None
+                        updated_customers += 1
+                else:
+                    new_customer = Customer(
+                        name=cust_name,
+                        active=True,
+                        autotask_company_id=autotask_company_id,
+                        autotask_company_name=autotask_company_name
+                    )
+                    db.session.add(new_customer)
+                    created_customers += 1
+            db.session.flush()
+
+        # Now process jobs (customers should already exist from above, or will be created on-the-fly)
         for item in jobs:
             if not isinstance(item, dict):
                 continue
@@ -388,7 +432,7 @@ def settings_jobs_import():
 
         db.session.commit()
         flash(
-            f"Import completed. Customers created: {created_customers}. Jobs created: {created_jobs}. Jobs updated: {updated_jobs}.",
+            f"Import completed. Customers created: {created_customers}, updated: {updated_customers}. Jobs created: {created_jobs}, updated: {updated_jobs}.",
             "success",
         )
     except Exception as exc:

docs/changelog-claude.md

@@ -32,6 +32,18 @@ This file documents all changes made to this project via Claude Code.
   - Only triggers when Autotask is enabled, credentials are configured, and cache is empty
   - Eliminates need to manually click "Refresh reference data" before selecting defaults
   - Displays info message with loaded data counts
+- Extended export/import functionality to include Autotask company mappings:
+  - **Customer Export/Import** (CSV at /customers/export):
+    - Export now includes `autotask_company_id` and `autotask_company_name` columns
+    - Import reads Autotask mapping fields and applies them to existing or new customers
+    - Backwards compatible - old CSV files without Autotask columns still work
+    - Import resets `autotask_mapping_status` and `autotask_last_sync_at` to allow resynchronization
+  - **Jobs Export/Import** (JSON at Settings > Maintenance):
+    - Export now includes Autotask fields in customers array (`autotask_company_id`, `autotask_company_name`)
+    - Import processes customers array first, applying Autotask mappings before creating jobs
+    - Schema remains `approved_jobs_export_v1` for backwards compatibility
+    - Import message now shows both created and updated customer counts
+  - Enables preservation of Autotask company mappings during system reset/migration workflows
 
 ### Changed
 - Renamed "Refresh" button to "Search" in Link existing Autotask ticket modal for better clarity (the button performs a search operation)