atera-customerslisted

Use this skill when working with Atera customers and contacts - creating, updating, searching, or managing customer records. Covers customer information, contact management, custom fields, and customer lifecycle operations. Essential for MSP account management through Atera.
wyre-technology/msp-claude-plugins · ★ 28 · Code & Development · score 80

Install: claude install-skill wyre-technology/msp-claude-plugins

# Atera Customer Management ## Overview Customers in Atera represent the organizations you provide IT services to. Each customer can have multiple contacts (end users), agents (managed devices), contracts, and associated tickets. Proper customer management is essential for organized service delivery. ## Customer Fields ### Core Fields | Field | Type | Required | Description | |-------|------|----------|-------------| | `CustomerID` | int | System | Auto-generated unique identifier | | `CustomerName` | string | Yes | Company name | | `BusinessNumber` | string | No | Tax ID or business registration | | `Domain` | string | No | Primary email domain | | `Address` | string | No | Street address | | `City` | string | No | City name | | `State` | string | No | State/province | | `Country` | string | No | Country name | | `ZipCodeStr` | string | No | Postal/ZIP code | | `Phone` | string | No | Main phone number | | `Fax` | string | No | Fax number | | `Notes` | string | No | Internal notes | | `Website` | string | No | Company website URL | ### Billing Fields | Field | Type | Description | |-------|------|-------------| | `CreatedOn` | datetime | Customer creation date | | `LastModified` | datetime | Last modification date | ## Contact Fields ### Core Fields | Field | Type | Required | Description | |-------|------|----------|-------------| | `EndUserID` | int | System | Auto-generated unique identifier | | `CustomerID` | int | Yes | Parent customer ID | | `CustomerName` |