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Map and configure your products

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

Map Sophos product to Autotask PSA service

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

  1. Go to Settings & Policies > PSA Integration > Autotask Details.
  2. Click Configure.

    Configure button.

    The Configure usage synchronization page displays.

    Configure usage sync page.

  3. On this page, you can do as follows:

    For details, see the following sections.

Map Sophos product to existing PSA service

  1. On the Configure usage synchronization page, in the Autotask service details column, enter a service name.

    Tip

    You can also enter at least two characters and then choose from the existing list of mappings.

    Existing Autotask Service.

  2. On the Configure usage synchronization page, click Save.

Map Sophos product to new PSA service

  1. On the Configure usage synchronization page, click Add service to PSA or click the plus icon in the Details column next to the unmapped Autotask service.

    Add a new Autotask service buttons.

    The Add Autotask service details page displays.

    Add a new Autotask service.

  2. Enter the information as needed.

  3. Click Apply.
  4. On the Configure usage synchronization page, click Save.

Edit an Autotask mapping

You can edit existing mappings. To do this, do as follows:

  1. Go to Settings & Policies > PSA Integration > Autotask Details.
  2. Click Configure. The Configure usage synchronization page displays.
  3. Click the details icon. The View Autotask service details page displays.
  4. Click Edit Autotask service details. The Edit Autotask service details page displays.
  5. Edit the existing information as needed.
  6. Click Apply.

Turn on or off the usage sync for a product

You can edit or remove a mapped service without turning off usage synchronization first. When you make changes, synchronization stops, but the next time we identify usage for the corresponding Sophos product, we create a default service and map it to the product. Synchronization then resumes.

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

  1. Go to Settings & Policies > PSA Integration > Autotask Details.
  2. Click Configure. The Configure usage synchronization page displays.
  3. In the Sync column, click the buttons of the products for which you want to turn usage synchronization on or off.
  4. Click Save.