Datagate: Sync Autotask Customers
Table of Contents
Scope
This article will show you how to sync your customers in Autotask into Datagate.
Requirements
- Admin Access to Datagate
- Set Up Autotask Integration
Make the Datagate Field Visible
Before running a customer sync, the datagate field in Autotask needs to be made visible.
- Go to Admin > Account Settings and Users > Features and Settings tab > Accounts and Contacts
- Click Account Categories then click the hamburger menu next to Standard and select Edit.
- Go to the Details Tab > Sections and Fields section, scroll down to User-Defined fields > Hidden Fields > Datagate (UDF)
- Click the hamburger menu and select Make Field Visible
Enable User Defined Field on Autotask Customers
- Go to CRM menu > Accounts
- On each account, you want to sync with Datagate, go to the Details tab, scroll down on the left sidebar to USER-DEFINED FIELDS, find the Datagate field, click on this field, and select Yes.
- Click Save and Close
Sync Customers In Datagate
- Go to Customers
- Click the Sync Icon
- Click the Autotask Icon and click Confirm.
- Once the sync is completed, customer accounts will be added/updated, a summary of changes will be displayed on the screen.