How the Autotask Customer Sync Works in Datagate

Autotask will be the "source of truth". Data is imported/updated from Autotask to Datagate

Set the Customer in Autotask

If you want an Autotask Customer to import to Datagate, Please set the following User Field to "Yes"

How to get the Customer to Datagate

1. Manually running the Customer Sync

Customers. Click the Gear Icon, then the Autotask icon:

2. With the Product Sync

If you have the Product Sync enabled, the Customer sync will run when the Product Sync runs

What happens when Customer are Sync'd

• We match on Autotask Id first, then Customer name
• New Customers are added to Datagate
• Existing Datagate Customers are updated with any changes made to the Autotask Customers
• Any Customers that don't match with Autotask will be made Inactive
• Any Inactive Datagate Customers that match with Autotask (Id or name) will be reactivated

Customers

Autotask	Datagate	Note
Company Name	Company Name
Bill to Address 1	Postal Address 1
Bill to Address2	Postal Address 2
Bill to City	City
Bill to State	State
Bill to Zip Code	Zip Code
Bill To country	Country
Phone	Contact Phone
Primary Contact email address	email invoice to
Account Id	Autotask Id
Primary contact first and last names	Invoice attention of
User Defined Fields/name/value	Extra fields 1->5	Extra fields in Datagate should be renamed to match the Autotask UDF

Sites

Note Sites are initially matched with Autotask Location ID. Locations must be Active in Autotask to come across to Datagate. If the internal Id isn't found. we match on Site name.

Sites in Datagate that do not have a corresponding Location in Autotask are made Inactive in Datagate

Autotask	Datagate	Note
Location Id
Location Name	Site Name
Address 1	Site Address 1
Address 2	Site Address 2
City	Site City
	Site State	Coming soon
Zip Code	Site Zip Code
	Site Country	Coming soon