What happens in the synchronization
When the synchronization happens, you'll see changes in Autotask and in Sophos Central Partner.
What happens in Autotask
Synchronization copies the following data from Sophos Central Partner to Autotask:
Sophos Central Partner license names
If there are problems with the customer name mapping to the contract, see Troubleshooting.
If you change the licenses that are assigned to a customer in Sophos Central Partner, you must manually make the corresponding changes to the customer’s contract in Autotask. Sophos Central Partner does not update Autotask for you.
What happens in Sophos Central Partner
The 24-hour synchronization does as follows:
- Updates any Autotask customer names and contracts in Sophos Central Partner if you have changed them manually in Autotask.
For customers that are synchronized, the PSA Integration page now displays synchronization status.
If a synchronization error occurs, hover over the error icon in the Sync Status column to see the error details and solution advice.
If selected customers are not synchronized with Autotask, see Troubleshooting.