Mapping Customers to an Autotask Customer ID

Before you can synchronize any license or usage based services for a customer to a contract in Autotask, you need to map this customer in Spinpanel to a valid Autotask Customer ID.

To do this, select Solutions > Autotask > Customers from the menu and click the customer you want to map. In the Customer side pane you can enter the ID for an Autotask customer ID and click the Save-button.

The Spinpanel Autotask connector synchronization job needs to validate and finalize the mapping(s). If this is successful, the Autotask account name for the customer will become visible in the Contracts section.

autotask ID

You need to repeat this step for every new customer that becomes available in Spinpanel.

 

Next: Enable Billing on Subscriptions