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Autotask PSA Integration Checklist

To streamline the process and get you up and running, follow the steps in the order listed in the checklist below.

Check each step as you work through the process
Step 1 – Review the prerequisites.
Step 2 – Configure user defined fields in Autotask.
Step 3 – Configure User Defined Fields in Autotask.
Step 4 – Configure MSP N-central Integration with Autotask.

Step 5 – Map N-central customers to Autotask accounts.

Step 6 – Map device classes to Autotask products.
Step 7 – Set up export device profiles.
Step 8 – Set up a Autotask Ticketing Recipients.
Step 9 – Set up Autotask Billing Profiles.
Step 10 – Set up N-central Notifications to update ticket status.
Step 11 – Run a Billing Profile on Demand.
Step 12 – Set up LiveLinks in Autotask.