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ID962 Autotask PSA sync with e-automate - Customers

This process will sync customers from e-automate to Autotask. This alert is in development.

Jump to: Overview | Samples | Variables | Alert Functionality | Best Practices & Tips |  Related Alerts

 

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Overview

Overview

This process will sync customers from e-automate to Autotask. The e-automate customer record will be the master record and changes will push to Autotask. Customers will be linked between the two systems by the e-automate customer number in the Account Number field in Autotask. This alert is currently in development.

 

Run Schedule:  Every 15 minutes

Type of Output: Sync

 

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Sample

Sample

Alert in development, samples to come.

 

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Variables

Variables

Alert in development, variables to be determined.

 

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Alert Functionality

Alert Functionality

Alert in development.

 

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Best Practices & Tips

Best Practices & Tips

 

 

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Related Alerts

Related Alerts

 

ID913 - Autotask PSA sync with e-automate - Contracts

ID914 - Autotask PSA sync with e-automate - Service Calls

ID915 - Autotask PSA sync with e-automate - Sales Orders

 

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