Autotask
Resolving Autotask Sync Failures
If automatic sync fails, users should perform a manual sync before performing additional operations on the Subscription. When an operation fails to be automatically synced to Autotask, it will not prevent follow-up operations from happening. Why ...
List of operations Synced to Autotask
To ensure accurate and up-to-date subscription management, CloudCockpit can synchronize the following operations to Autotask. Update Subscription: Quantity When a subscription's quantity is changed in CloudCockpit, a contract service adjustment is ...
Map New Subscription to Autotask
When you purchase a subscription on CloudCockpit, it can be directly mapped to an Autotask Contract. This ensures that no other steps are needed, saving users from having to visit the Subscription Mapping page later. A Subscription can only be mapped ...
Map Existing Subscriptions to Autotask
Follow the steps outlined below to map existing CloudCockpit Subscriptions to Autotask Contracts. Autotask Contracts specify a billing arrangement with a Company during the contract's duration. Recurring Service Contract is the most common Autotask ...
Map CloudCockpit Customers to Autotask
Follow this guide to map CloudCockpit Customers to Autotask Companies. Each organization record in Autotask represents a business entity, such as a Customer, Prospect, Partner, or Vendor. Currently, CloudCockpit only supports the Customer business ...
Map CloudCockpit Offers to Autotask
Follow this guide to map your CloudCockpit Offers to Autotask Recurring Services. Integrating CloudCockpit with your Autotask Instance requires mapping each Offer, acquired by your Customers, to the corresponding Autotask Services with matching Terms ...
Connect to Autotask Instance
Follow these steps to establish a connection between CloudCockpit and your Autotask instance. This integration is only available for CSPs and Resellers. Review Related Documentation Before initiating the connection to your Autotask instance, ...