Autotask PSA integration steps
Deploying an Autotask PSA integration with N-able N-central requires a number of configuration steps. Complete each step below to incorporate a successful Autotask ticketing integration to service your customers.
Check each step as you work through the process | |
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Step 1 – Review the prerequisites. | |
Step 2 – Required user defined fields in Autotask. | |
Step 3 – Configure N-able N-central Integration with Autotask. | |
Step 4 – Map a N-able N-central customer to an Autotask account. |
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Step 5 – Map device classes to Autotask products. | |
Step 6 – Set up export device profiles. | |
Step 7 – Add Autotask Ticketing Recipients. | |
Step 8 – Set up Autotask Billing Profiles. | |
Step 9 – Set up N-able N-central Notifications to update ticket status. | |
Step 10 – Set up LiveLinks in Autotask. |