Overview: Integrating with Autotask
Integrating with Autotask lets you:
- map customers between the two systems and push asset information used for ticket creation to Autotask from
- configure automatic ticket creation
- update service bundle counts in Autotask for billing
Note the following prerequisites before integration:
- Both the and Autotask servers must have a valid SSL certificate.
- Both servers must have a successful DNS resolution.
- Ensure that the following user defined fields are configured in Autotask:
- N-central Device ID
- N-central Device URI
- N-Central Device Asset Tag
If these fields do not exist, you must create them. Refer to Autotask documentation for more information.
Integrating Autotask: Sequence of Steps
To fully integrate with Autotask, complete the following procedures in this order: