Step 4: PSA Specific Settings
Before the Dashboard can integrate with Autotask certain default values must be configured and used whenever tickets and time entries are created in Autotask.
|Enable Client Sync||
Create Dashboard Clients as assets in Autotask. This synchronizes updates and deletions of Clients to mapped assets in the Autotask.
|Enable Site Mapping||This option allows you to map your Remote Monitoring & Management Sites to their counterparts in Autotask.|
|Enable Site Sync||Create Dashboard Sites as assets in Autotask. This synchronizes updates and deletions of Sites to mapped assets in Autotask.|
|Enable Device Sync||
Create Dashboard Devices as assets in Autotask. Synchronizes updates and deletions of Devices to mapped assets in the Autotask. Removing a Device from the Dashboard (including workstations due to inactivity) marks the Device as inactive in Autotask.
Where enabled, a removed then re-added Device may create a new device item in Autotask.
|Note Publish Type||User group the note is published against|
|Account Type||The account's relationship with your company. (Customer, Partner, Prospect etc.)|
|Account Owner||The person in your organization who is responsible for this customer (account manager etc.)|
|Account Phone||The telephone number associated with the account and its contact. This can be changed for individual accounts in Autotask.|
|Allocation Code||Where configured within Autotask this allows the resources and time spent on a project or customer to be tracked and categorised. In Autotask this is also referenced as Work Type.|
|Issue Type||Main category assigned to tickets. The issue and sub-issue types provide an opportunity to report details about the issues customers are experiencing.|
|Sub issue Type||Sub-category assigned to tickets. The Sub Issue Type field is dependent on the selected Issue Type.|
|Servers Category||Main category for servers stored in Autotask.|
|Servers Product||Sub-category for servers stored in Autotask.|
|Workstations Category||Main category for workstations stored in Autotask.|
|Workstations Product||Sub-category for workstations stored in Autotask.|
|Network Devices Category||Main category for Network Devices stored in Autotask.|
|Network Devices Product||Sub-category for Network Devices stored in Autotask.|
Device Category and Products
The Device Categories and Products correspond to device types stored in your Autotask system.
Select the main Category Devices will be associated with in Autotask along with the Product sub-category for increased granularity.
All devices under Category and Products are used when mapping your devices to Autotask configuration items.
Visit Create Products and Product Categories for information on setting up these components.