Map and configure your products

You can map your Sophos products to Autotask services and configure the usage synchronization for these products.

Note

When you map Firewall products, make sure that the monthly Firewall licenses are assigned to specific tenants.

Map Sophos product to Autotask PSA service

To map a Sophos product to an Autotask PSA service, do as follows:

Go to Configure > Settings & policies.
Under APIs & Integrations, click PSA Integration.
On the PSA Integration page, click Manage Settings.
In Usage sync, click Configure.
On the Configure usage synchronization page, do one of the following actions:
- Map Sophos product to existing PSA service.
- Map Sophos product to new PSA service.
For details, see the following sections.

Map Sophos product to existing PSA service

Show me how

On the Configure usage synchronization page, in the Autotask service details column, click the Edit icon next to an unmapped Autotask service.
On the Map Sophos product to Autotask service page, enter a service name.

Tip

You can also enter at least two characters and then choose from the existing list of Autotask services available for mapping.
Click Apply.

Map Sophos product to new PSA service

Show me how

On the Configure usage synchronization page, click Add service to PSA.
On the Add Autotask service details page, enter the information as needed.
Click Apply.
On the Configure usage synchronization page, click Save.

Edit an Autotask service

To edit an existing Autotask service, do as follows:

Go to Configure > Settings & policies.
Under APIs & Integrations, click PSA Integration.
On the PSA Integration page, click Manage Settings.
In Usage Sync, click Configure.
On the Configure usage synchronization page, click the Details icon next to the Autotask service you want to edit..
On the View Autotask service details page, click Edit Autotask service details.
On the Edit Autotask service details page displays, edit the existing information as needed.
Click Apply.

Turn on or off the usage sync for a product

When you remove a mapped service, usage synchronization for the corresponding Sophos product is automatically turned off.

Usage sync for the Sophos product only resumes when you map a service. Default services aren't automatically created, mapped, and synced in the PSA upon identification of new usage data.

To turn on or turn off usage synchronization for a Sophos product, do as follows:

Go to Configure > Settings & policies.
Under APIs & Integrations, click PSA Integration.
On the PSA Integration page, click Manage Settings.
In Usage Sync, click Configure.
On the Configure usage synchronization page, in the Sync column, turn on or turn off usage synchronization for a Sophos product.
Click Save.