To synchronize customer subscriptions that were upgraded or downgraded between Cloud Marketplace and Autotask, 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 Check Changes to update the list of tasks. 

  4. Select a synchronization task for your Customer. For example, Green Lane LLC 1000048531 with the Change Order type. Click Sync Changes.

    Note: The Change Order type means that the existing subscription is upgraded or downgraded. The Sales Order type means that a subscription is new. The Billing Order type means that this is an existing usage-based subscription.

  5. On this step, select a Contract. Then, check changes to the Contract.

    The Contract Services represent a separate fee that is charged in the scope of the Contract.

    You can select Contract Services and configure their parameters, such as dates, description, quantity, price, and cost, as well as whether to include bills and taxes and load prices from the Autotask or Cloud Marketplace.

    Prorated Billing Amount

    The Contract may have a prorated billing amount.

    Important: Prorated amounts are calculated only for Cloud Marketplace prices.

    • The system calculates a prorated amount for an addition based on the effective date of the addition when the effective date differs from the billing period start date.
    • The prorated price is calculated as: [(# of days in the period - Effective date) * Resource Price] / (# of days in the period).
    • The prorated cost is calculated as: [(# of days in the period - Effective date)* Resource Cost] / (# of days in the period).

Recurring Billing Amount

The Contract may have a recurring billing amount. This is an amount to be invoiced each billing period for this Contract.

1. Contracts with the same billing cycle must be selected here, that is, monthly Contracts for monthly subscriptions, and so on.
2. The Contract currency and the currency in Cloud Marketplace must be the same.

  1. Confirm the synchronization by clicking Sync