Configure user defined fields in Autotask

Before integrating Autotask with N-able N-central you need to add and configure User Defined Fields in Autotask.

In Autotask, navigate to Admin > Features & Settings > Application-Wide (Shared) Features > User-Defined Fields > Configuration Items.

Click New then add the following three entries:

• N-central Device ID
• N-central Device URI
• N-Central Device Asset Tag

When adding these fields, ensure that their Field Type value is set to Text (Single Line).

N-able recommends that you do not use the duplicate ticket handling feature in Autotask. If you do, ensure you add a unique identifier to the Subject line of the PSA notification template in N-able N-central. We recommend the ActiveNotificationTriggerID notification variable.

Configure Security Permissions
To ensure errors do not occur with already configured user defined fields, configure Protected Data Permissions in Autotask for the user account used with PSA integration. This account will need the appropriate security level permission to configure Application-Wide (Shared) Features.

Ensure the PSA user configured on N-able N-central has permissions for the User Defined Fields. To verify, click Admin > Features & Settings > Resources/Users (HR) Security > Protected Data Permission.

For information on how to add a User Defined Fields in Autotask, visit Adding a Use-Defined Field. For our other field mappings, see Autotask and N-able N-central field mapping.