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Autotask field mappings - Connect IT Community | Kaseya
<main> <article class="userContent"> <p>This article defines how Autotask fields are mapped to IT Glue fields. Learn more about integrating with Autotask in <a href="https://kaseya.vanillacommunities.com/kb/articles/aliases/itglue/hc/en-us/articles/360004936037-Integrating-with-Autotask" rel="noopener nofollow">this article</a>.</p> <p>A summary of the two-way sync behaviour:</p> <ul><li>Configurations <—> Configuration Items (excluding PSA custom fields)</li> <li>Organizations <—> Accounts </li> <li>Locations <—> Locations</li> <li>Contacts <—> Contacts</li> </ul><h3 data-id="configuration-items">Configuration items </h3> <table><tbody><tr style="background-color: DCDCDC;"><td><strong>IT Glue: Configuration</strong></td> <td><strong>Autotask: Configuration Item</strong></td> </tr><tr><td>Name</td> <td>Reference Name (if present) OR Product Name</td> </tr><tr><td>Asset Tag</td> <td>Reference Number</td> </tr><tr><td>Contact</td> <td>Contact</td> </tr><tr><td>Configuration Status</td> <td>Active</td> </tr><tr><td>Configuration Type</td> <td>Configuration Item Type</td> </tr><tr><td>Installed At</td> <td>Install Date</td> </tr><tr><td>Installed By</td> <td>Installed By</td> </tr><tr><td>Manufacturer</td> <td>Product Name -> Manufacturer <strong>*</strong></td> </tr><tr><td>Model</td> <td>Product Name -> Manufacturer Product Number <strong>*</strong></td> </tr><tr><td>Notes</td> <td>Notes</td> </tr><tr><td>Serial Number</td> <td>Serial Number</td> </tr><tr><td>Expiration Date</td> <td>Warranty Expiration Date</td> </tr><tr><td>Location</td> <td>Location</td> </tr></tbody></table><p><strong>*</strong> Manufacturers and models will be created in IT Glue if they don't already exist. For a list of the manufacturers and models created in IT Glue, go to Account and click the relevant option on the sidebar.</p> <h3 data-id="organizations">Organizations</h3> <table><tbody><tr style="background-color: DCDCDC;"><td><strong>IT Glue: Organization</strong></td> <td><strong>Autotask: Account</strong></td> </tr><tr><td>Name</td> <td>Account Name</td> </tr><tr><td>Status</td> <td>Active</td> </tr><tr><td>Type</td> <td>Account Type</td> </tr><tr><td>Parent Organization</td> <td>Parent Company Name</td> </tr><tr><td>Primary Location</td> <td>Account Location</td> </tr><tr><td>Short Name</td> <td>Account Number</td> </tr></tbody></table><h3 data-id="contacts">Contacts</h3> <table><tbody><tr style="background-color: DCDCDC;"><td><strong>IT Glue: Contact </strong></td> <td><strong>Autotask: Contact</strong></td> </tr><tr><td>First Name</td> <td>First Name</td> </tr><tr><td>Last Name</td> <td>Last Name</td> </tr><tr><td>Title</td> <td>Title</td> </tr><tr><td>Work Email</td> <td>Email Address</td> </tr><tr><td>Work Phone</td> <td>Phone/Ext</td> </tr><tr><td>Mobile Phone</td> <td>Mobile Phone</td> </tr><tr><td>Alternate Phone</td> <td>Alternate Phone</td> </tr><tr><td>Fax</td> <td>Fax</td> </tr><tr><td>Location</td> <td>Account Location</td> </tr></tbody></table><h3 data-id="locations">Locations</h3> <table><tbody><tr style="background-color: DCDCDC;"><td><strong>IT Glue: Location</strong></td> <td><strong>Autotask: Location</strong></td> </tr><tr><td>Name</td> <td>Name <strong>**</strong> </td> </tr><tr><td>Address 1</td> <td>Address 1</td> </tr><tr><td>Address 2</td> <td>Address 2</td> </tr><tr><td>City</td> <td>City</td> </tr><tr><td>State/Province</td> <td>State/Province</td> </tr><tr><td>Zip Code</td> <td>Zip Code</td> </tr><tr><td>Country</td> <td>Country</td> </tr><tr><td>Phone</td> <td>Phone</td> </tr><tr><td>Fax</td> <td>Fax</td> </tr></tbody></table><p><strong>**</strong> This does not apply for personal address details on an Autotask PSA contact.</p> <p>A summary of one-way sync behaviour:</p> <ul><li>Tickets <— Tickets</li> </ul><h3 data-id="tickets">Tickets</h3> <table><tbody><tr style="background-color: DCDCDC;"><td><strong>IT Glue: Ticket</strong></td> <td><strong>Autotask: Ticket</strong></td> </tr><tr><td>Board</td> <td>Queue</td> </tr><tr><td>Title</td> <td>Name</td> </tr><tr><td>Ticket Number</td> <td>Ticket Number</td> </tr><tr><td>Contact</td> <td>Contact</td> </tr><tr><td>Status</td> <td>Status</td> </tr><tr><td>Priority</td> <td>Priority</td> </tr><tr><td>Created</td> <td>Created</td> </tr><tr><td>Updated</td> <td>Updated</td> </tr><tr><td>Configurations</td> <td>Configurations</td> </tr></tbody></table><h3 data-id="matching-logic">Matching logic</h3> <p>Standard matching rules are used to match records within IT Glue when pulling over data from Autotask. The sync will discover accounts, configuration items, contacts, and account/contact addresses in Autotask and match them to data in IT Glue using the Autotask fields shown in the table below:</p> <table><tbody><tr style="background-color: DCDCDC;"><td><strong>Rule</strong></td> <td><strong>Matches on</strong></td> </tr><tr><td>Organization</td> <td>Account Name</td> </tr><tr><td>Contacts</td> <td>(Account) AND (First Name AND Last Name)</td> </tr><tr><td>Configurations</td> <td> <p>(Account) AND (Configuration Item Type AND Reference Name) AND (Serial Number) <strong>***</strong></p> </td> </tr><tr><td>Locations</td> <td>(Account) AND (Address 1 AND Address 2 AND City AND State/Province AND Country)</td> </tr><tr><td>Tickets</td> <td>(Account) AND (Ticket Number)</td> </tr></tbody></table><p>If the matching logic is unsuccessful in finding a match, a new record is created. When one or more identical matches are found, the item that was created first is matched on.</p> <p><strong>***</strong> Configurations: If there is more than one match, the system will try to narrow the matches using the serial number before matching on the date created.</p> <p><strong>Related articles</strong></p> <ul><li><a rel="nofollow" href="https://kaseya.vanillacommunities.com/kb/articles/aliases/itglue/hc/en-us/articles/360004938038">Syncing between IT Glue and PSAs overview</a></li> </ul> </article> </main>