Remote Monitoring & Management Help

Autotask – Create Products and Product Categories

The integration supports the mapping of RMM devices to their equivalent entities in Autotask, as well as the creation of new Configuration Items in Autotask.

For a successful integration, please ensure the required products and product categories are setup in Autotask for Servers, Workstations and Network Devices.

  • Product Categories: categories or sub-categories that organize the list of products your company sells or supports.
  • Products: hardware or software items your company sells or supports.

Products and product categories are configured under Products & Service in Autotask.

  1. Log into Autotask
  2. Hover over the Autotask logo to display the menu
  3. Go to Admin > Features & Services
  4. Expand Products & Services

Products

  1. Click Products
  2. Search for the target product, if it does not exist:
    1. Click New
    2. Enter the Product Name and Material Code (both required)
    3. Populate the other fields (optional)
    4. Click Save & Close or Save & New to return to open a New Product dialog and add another product

Product Categories

  1. Click Product Categories
  2. If the required product category does not exist:
    1. Click New
    2. Enter the Product (required)
    3. Populate the other fields (optional)
    4. Click Save & Close or Save & New to return to open a New Product Category dialog and add another product category