Companies – The configuration used to map Autotask accounts to Jim2 company cardfiles.
Contacts – The configuration used to map Autotask accounts to Jim2 cardfiles.
Contracts are not synced. They must be created to match so the tickets coming into Jim2 can be linked to the contract in Jim2. Default matching is as follows:
Products – The configuration used to map Autotask Products to Jim2 stock codes.
BillingCodes – The configuration used to map Autotask billing codes to Jim2 stock descriptions.
Resources – The configuration used to map Autotask users to Jim2 users.
The initial sync process will populate the following drop down selections with the data retrieved from Autotask during the Connect session:
Mapping Field Type – Autotask standard entity field or UDF supported.
Autotask Field – The name of the Autotask field for the applicable mapping.
Jim2 Field – The name of the Jim2 field to be used for the applicable mapping.
If you have been using Autotask alongside Jim2 without integration, you may have already created UDF’s for manual population. Please be sure to double check you are mapping correctly.
If you are setting up a new Autotask tenancy, or implementing Jim2 for the first time, care should be taken to ensure the mappings are correct. We recommend discussing the setup with Happen support if in doubt.
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