Autotask integration

You can connect your Sophos Central Partner account to Autotask, which is a Professional Services Automation (PSA) tool, if the following conditions are met:

• You're part of the Sophos Managed Service Provider (MSP) program.
• You use Sophos Central Partner.
• You use Autotask.

The following account types support the listed features:

• Usage: Supports MSP Flex account types only.

• Ticketing: Supports both Term and MSP Flex account types.

  Note

  You can turn on the ticketing features without configuring the usage feature.

In a ticketing-only configuration, syncing of Autotask customers is done automatically upon initial configuration and once every 24 hours. You can manually sync customer data and update customer details using the Action options. See Actions.

You can sync Sophos Central alerts into the PSA as tickets and can be acknowledged from both Sophos Central and the PSA system. Only PSA tickets created for Endpoint Alerts will include a URL that links directly to the endpoint or server's device details page, providing quick access to the Computer Summary or Server Summary pages. Direct linking eliminates the need to track email alerts, manually set PSA ticket attributes for PSA-ingested emails, acknowledge alerts separately in Sophos Central and Autotask, and manually search for customers and devices in Sophos Central.

You can synchronize your Sophos product usage data from your monthly customer accounts with Autotask. The ability to create Autotask services from Sophos, map those services to Sophos products, and set intervals for syncing license usage data into Autotask eliminates the need for manual updates in two places. This makes it easier to bill customers for the products they use.