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Jim2® Business Engine Help File

Account manager in Jim2 not mapped to a valid Autotask user

This failed processing error in the queue is valid, but not easy to understand. It is basically stating that the Account Manager on the Jim2 cardfile is not mapped to a valid Autotask user.

 

ATerror

 

The setting below was not configured.

 

ATdefault

 

Open the customer cardfile and ensure there is an account manager set.

 

ATaccmgr

 

As the user is not listed here, integration was unable to add the AT account, as we MUST include a valid Value from the AT side.

 

ATresources

 

Update the above, and run a manual sync.

 

Edit and save any other cardfile in Jim2, then either wait for next scheduled or manually do here:

 

ATmanual

 

Follow the links below for completing the Jim2 setup:

 

Lookup Mappings

Resource Mapping

Filters Tab

Autotask Polling & Data Flow

Tickets

Known Errors