Autotask Connector

The Jim2 Autotask connector provides seamless two-way data integration between Autotask and Jim2. This includes:

▪Centralised invoicing from Jim2 that includes all labour and hardware billing items from Autotask PSA.

▪Jim2 ticket and invoice numbers synchronised to Autotask PSA for better visibility and easy reference.

Billing items created will be brought into Jim2. These billing items are associated with an invoice which will be the job header. The billing items are stock. Jim2 also supports billing items from:

Configure the Jim2 integration in Autotask. This will result in the generation of the required API Usr and API password.

Create your users (account managers) in Autotask and ensure they have the same primary email as configured in Jim2 email address. This is used when mapping Resources. Email is the preferred way to map them.

In Jim2, add a non report group named Autotask that will see the cardfile included in the published list used for pushing to Autotask.

On the ribbon, go to Management > Reports and double click on the Autotask Setup report script.

Enter the API user and API password into the location provided, then select the Connect button.

Graphical user interfaceDescription automatically generated

The first time you successfully connect, the initial seeding of Autotask data into the required Jim2 tables is performed.

Once the process has completed, you will be presented with these additional configuration tabs.

Note: Using the Connect option is required as part of the initial setup, and when you wish to make changes to the mapping and filtering configurations.