On the Mapping screen, you can map your customers and products between Cloud Marketplace and Autotask.


Mapping Customers

There are three ways to link your customers between Cloud Marketplace and Autotask:

  1. Through the subscription synchronization wizard, during subscription synchronizing.
  2. Through the customer import wizard, automatically.
  3. Through the Mapping screen.


To link your customers using the Mapping screen, complete the following steps:

  1. In your UX1 for Resellers, click Integrations.
  2. On the Autotask tile, click Manage to enter your dashboard.
  3. On the dashboard, click the gear icon and select Mapping

  4. In the Customers tab of the Mapping screen, select customers you want to link.
    Note: Select Show only unmapped to filter out only unmapped customers.

  5. You can unlink a customer by selecting them and clicking Unmap.

Mapping Products

There are two ways to link your products between Cloud Marketplace and Autotask:

  1. Through the subscription synchronization wizard, during subscription synchronizing.
  2. Through the Mapping screen.


To link your products using the Mapping screen, complete the following steps:

  1. In your UX1 for Resellers, click Integrations.
  2. On the Autotask tile, click Manage to enter your dashboard.
  3. On the dashboard, click the gear icon and select Mapping

  4. In the Products tab of the Mapping screen, select products you want to link.
    • Note: At this step, you can also add a product to Autotask by clicking Add Product to Autotask in the drop-down menu and configuring its parameters. 

  5. You can unlink a product by selecting it and clicking Unmap. Also, in the Fee Mapping pane, you can map a Cancellation Fee with a product before their synchronization.