Support for Autotask PSA system has been added
With the Autotask integration, the following scenarios are now supported:
- Synchronizing between Reseller Marketplace and Autotask, including:
- New subscriptions
- Existing subscriptions
- Usage-based subscriptions
- Creating an Autotask product
- Importing customers to Reseller Marketplace from Autotask
- Mapping customers and products between Reseller Marketplace and Autotask.
- Currently, only one PSA integration is supported for a reseller.
- If you do not have any PSA integrations you can select one of the supported integrations, ConnectWise or Autotask.
- If you already have one system integrated and want to change it to another one, please contact the support team.
- If you want to use several PSA integrations at once, please notify the support team about this.
- The "Align Billing Order with Statement Day" billing option is not supported in the Autotask integration.
- Subscription cancellation synchronization is not supported in the Autotask integration.
- Reconciliation is not supported in Autotask integration.
PSA Integrations can now be installed through Marketplace Apps
- Autotask PSA Integration
- ConnectWise PSA Integration