Map CloudCockpit Customers to Autotask

Follow this guide to map CloudCockpit Customers to Autotask Companies.

1. Each organization record in Autotask represents a business entity, such as a Customer, Prospect, Partner, or Vendor. Currently, CloudCockpit only supports the Customer business entity type. 
2. CloudCockpit does not create Companies in Autotask automatically. You must already have created the Autotask Companies manually.
3. You can only map once a CloudCockpit Customer to an Autotask Company

Mapping Customers

1. Navigate to Administration > Connectors in CloudCockpit.

2. Choose the Autotask connection and click on  to open the actions dropdown. Choose the Customer Mapping action.

3. Locate the Customer:

1. Search by the starting characters of a Customer's company name.
2. The search only displays non-deleted customers associated with the given user context (CSP or reseller).
3. Results are sorted alphabetically by customer company name.

4. Click the icon to the right of "Not Mapped".

5. Search for the appropriate Autotask Company in the dropdown.

6. Select the matching company and click Map to complete the mapping.

Confirming Successful Mapping

To confirm that a customer was successfully mapped:

1. Navigate to Administration > Audit Logs in CloudCockpit

2. Look for operation Create Connection Customer Mapping 

3. Review the status and details of this operation to ensure it has completed successfully

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