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Map and synchronize your customers

You need to specify which Autotask customers and contracts correspond to which Sophos Central Partner customers.

To map and synchronize your customers, do as follows:

  1. Go to Configure > Settings & policies.
  2. Under APIs & Integrations, click PSA Integration.

  3. On the PSA Integration page, under Autotask Integration Guide, click Manage Settings.

    "Manage Settings" button.

  4. In Customers, find the customer you want to map.

  5. In Autotask Customer Name, enter the customer name and click Save.
  6. In Contract, select a contract that corresponds to the customer.
  7. In Usage sync, turn on synchronization.
  8. Repeat these steps for each customer you want to map.

The mappings are saved in Sophos Central Partner.

If you have problems connecting with Autotask, see Autotask troubleshooting

Product usage data isn't synchronized immediately. By default, synchronization runs every 24 hours. If you want to synchronize now, continue to the next section.

Customers

In the Customers section, you can use filters to manage which customers are shown. You can also edit the usage and ticket sync settings, and refresh customer details to manually sync customer data.

Actions

  • Edit usage sync: You can turn usage synchronization on or off for your customers.
  • Edit ticket sync: You can turn ticket synchronization on or off for your customers.
  • Refresh customer details: Manually sync customer data ahead of the default 24-hour automatic sync.

Filter

You can show all customers or only the customers with usage sync available.

You can also show customers with successful, failed, or both usage sync statuses.