Autotask Integration
Through this course you’ll learn how to map the Reseller's Customers/Products between StreamOne Ion and Autotask, including also how to automatically create a Customer/Product in Autotask, how to synchronize Customer/Product data and the different choices a datapoint level.
Click on the image below to watch a brief video of how to enable our Autotask connector for a Reseller's company account, configure credentials, and how...
Mon, 17 Feb, 2025 at 4:08 PM
Click on the image below to watch a brief video of how to map the Reseller's Customers/Products between StreamOne Ion and Autotask, including also how t...
Mon, 17 Feb, 2025 at 4:08 PM
Click on the image below to watch a brief video of how to map services (subscriptions) by checking Customer (Company) mapping status, mapping one or more Co...
Mon, 17 Feb, 2025 at 4:08 PM
Click on the image below to watch a brief video of how to configure our notification services for PSA Connectors, considering notifications for Service Mapp...
Mon, 17 Feb, 2025 at 4:08 PM
Click on the image below to watch a brief video of how to quickly access the mapping and synchronization details of a Reseller's Customer or a Subscrip...
Mon, 17 Feb, 2025 at 4:08 PM
Click on the image below to watch a brief video of how the PSA connector integrates a feature know as Billing Reconciliation Sync, which facilitates the pos...
Mon, 17 Feb, 2025 at 4:08 PM
Click on the image below to watch an end-to-end configuration including the steps executed on the Autotask platform side for credentials, customers, product...
Mon, 17 Feb, 2025 at 4:08 PM
Download the Complete Autotask PSA Integration Guide
Mon, 17 Feb, 2025 at 4:08 PM