As well as the Auto-Map option clients and devices may also be manually mapped.
To manually map a Dashboard client as an Autotask account click on the PSA Entity box against the corresponding client to display the PSA Account drop-down which lists all available Autotask accounts including the option to Create a new PSA account.
Where the Client or Device is not to be mapped to their Autotask counterpart the can be recorded as Not Integrated.
When creating a new PSA account enter the Account Name, Type, Owner and Phone number.
After selecting the account any associated devices can be added to the PSA by click on the PSA Entity box against the corresponding device to display the PSA Device drop-down listing all available devices for the account with the option to Create a new PSA device.
When creating a new PSA device the type is selected from the Product drop-down, including the option to Create a new PSA product.
For new PSA Products the Product name, billing Period Type, device Category, tax Allocation Code (taxable or non-taxable) and whether the item is Serialised are entered.