PSA Configuration in N-sight RMM

This section covers the tasks required to configure your Autotask integration.

All integrations configured after the release of Dashboard 2019.07.08 use the upgraded integration. For information about upgrading your integration, see Upgrade Autotask Integration.

• Setup the Autotask Integration
• PSA Asset Mapping
• Configure Login
• Configure Settings
  • Create Products and Product Categories
  • Create Autotask User Defined Fields
  • Map Autotask User Defined Field to Asset Tracking Element
• Refresh Cache
• Dashboard Actions and Autotask Results

To ensure optimum performance, we recommend you allow access to our Autotask Communication URLs.