Add optional Autotask ID import toggle

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

@@ -505,6 +505,7 @@ def customers_export():
 @roles_required("admin", "operator")
 def customers_import():
     file = request.files.get("file")
+    include_autotask_ids = bool(request.form.get("include_autotask_ids"))
     if not file or not getattr(file, "filename", ""):
         flash("No file selected.", "warning")
         return redirect(url_for("main.customers"))
@@ -541,10 +542,11 @@ def customers_import():
     # Detect Autotask columns (backwards compatible - these are optional)
     autotask_id_idx = None
     autotask_name_idx = None
-    if "autotask_company_id" in header:
+    if include_autotask_ids:
-        autotask_id_idx = header.index("autotask_company_id")
+        if "autotask_company_id" in header:
-    if "autotask_company_name" in header:
+            autotask_id_idx = header.index("autotask_company_id")
-        autotask_name_idx = header.index("autotask_company_name")
+        if "autotask_company_name" in header:
+            autotask_name_idx = header.index("autotask_company_name")
 
     for r in rows[start_idx:]:
         if not r:
@@ -582,7 +584,7 @@ def customers_import():
             if active_val is not None:
                 existing.active = active_val
             # Update Autotask mapping if provided in CSV
-            if autotask_company_id is not None:
+            if include_autotask_ids and 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
@@ -600,7 +602,10 @@ def customers_import():
 
     try:
         db.session.commit()
-        flash(f"Import finished. Created: {created}, Updated: {updated}, Skipped: {skipped}.", "success")
+        flash(
+            f"Import finished. Created: {created}, Updated: {updated}, Skipped: {skipped}. Autotask IDs imported: {'yes' if include_autotask_ids else 'no'}.",
+            "success",
+        )
 
         # Audit logging
         import json
@@ -609,6 +614,7 @@ def customers_import():
             f"Imported customers from CSV",
             details=json.dumps({
                 "format": "CSV",
+                "include_autotask_ids": include_autotask_ids,
                 "created": created,
                 "updated": updated,
                 "skipped": skipped
@@ -620,4 +626,3 @@ def customers_import():
         flash("Failed to import customers.", "danger")
 
     return redirect(url_for("main.customers"))
-

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

@@ -585,6 +585,7 @@ def settings_jobs_export():
 @roles_required("admin")
 def settings_jobs_import():
     upload = request.files.get("jobs_file")
+    include_autotask_ids = bool(request.form.get("include_autotask_ids"))
     if not upload or not upload.filename:
         flash("No import file was provided.", "danger")
         return redirect(url_for("main.settings", section="general"))
@@ -621,14 +622,17 @@ def settings_jobs_import():
                 if not cust_name:
                     continue
 
-                # Read Autotask fields (backwards compatible - optional)
+                autotask_company_id = None
-                autotask_company_id = cust_item.get("autotask_company_id")
+                autotask_company_name = None
-                autotask_company_name = cust_item.get("autotask_company_name")
+                if include_autotask_ids:
+                    # 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
+                    # Update Autotask mapping only when explicitly allowed by import option.
-                    if autotask_company_id is not None:
+                    if include_autotask_ids and 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
@@ -747,7 +751,7 @@ def settings_jobs_import():
 
         db.session.commit()
         flash(
-            f"Import completed. Customers created: {created_customers}, updated: {updated_customers}. Jobs created: {created_jobs}, updated: {updated_jobs}.",
+            f"Import completed. Customers created: {created_customers}, updated: {updated_customers}. Jobs created: {created_jobs}, updated: {updated_jobs}. Autotask IDs imported: {'yes' if include_autotask_ids else 'no'}.",
             "success",
         )
 
@@ -758,6 +762,7 @@ def settings_jobs_import():
             details=json.dumps({
                 "format": "JSON",
                 "schema": payload.get("schema"),
+                "include_autotask_ids": include_autotask_ids,
                 "customers_created": created_customers,
                 "customers_updated": updated_customers,
                 "jobs_created": created_jobs,

containers/backupchecks/src/templates/main/customers.html

@@ -15,6 +15,10 @@
 
 <form method="post" action="{{ url_for('main.customers_import') }}" enctype="multipart/form-data" class="d-flex align-items-center gap-2 mb-0">
     <input type="file" name="file" accept=".csv,text/csv" class="form-control form-control-sm" required style="max-width: 420px;" />
+    <div class="form-check mb-0">
+      <input class="form-check-input" type="checkbox" value="1" id="include_autotask_ids_customers" name="include_autotask_ids" />
+      <label class="form-check-label small" for="include_autotask_ids_customers">Include Autotask IDs</label>
+    </div>
     <button type="submit" class="btn btn-outline-secondary btn-sm" style="white-space: nowrap;">Import CSV</button>
   </form>
 

containers/backupchecks/src/templates/main/settings.html

@@ -528,8 +528,16 @@
             <div class="col-md-4 d-flex align-items-end">
               <button type="submit" class="btn btn-primary w-100">Import jobs</button>
             </div>
+            <div class="col-12">
+              <div class="form-check">
+                <input class="form-check-input" type="checkbox" value="1" id="include_autotask_ids_jobs" name="include_autotask_ids" />
+                <label class="form-check-label" for="include_autotask_ids_jobs">
+                  Include Autotask IDs from import file
+                </label>
+              </div>
+            </div>
             <div class="col-md-8">
-              <div class="form-text">Use a JSON export created by this application.</div>
+              <div class="form-text">Use a JSON export created by this application. Leave Autotask IDs unchecked for sandbox/development environments with a different Autotask database.</div>
             </div>
           </div>
         </form>

docs/changelog-claude.md

@@ -2,6 +2,17 @@
 
 This file documents all changes made to this project via Claude Code.
 
+## [2026-02-19]
+
+### Added
+- Added an explicit `Include Autotask IDs` import option to the Approved Jobs JSON import form in Settings → Maintenance
+- Added an explicit `Include Autotask IDs` import option to the Customers CSV import form
+
+### Changed
+- Changed Approved Jobs import behavior to only apply `autotask_company_id` and `autotask_company_name` when the new import option is checked
+- Changed Customers CSV import behavior to only apply Autotask mapping fields when the new import option is checked
+- Changed import success/audit output for both jobs and customers imports to include whether Autotask IDs were imported
+
 ## [2026-02-16]
 
 ### Added