This is a sync of mostly the quote header as Autotask Opportunities only have one product associated. This product will be inserted as quote stock.
To get quotes into Jim2, the checkbox Create Quotes must be ticked. The Create Quote Stock if not found in Jim checkbox controls whether the product on the opportunity will be created as Jim2 stock if not found. This sync will use the Ticket options for Use Jim Pricing on Stock and Filter by Company Classification.
1.companyID > Cust# 2.contactID > Attn. 3.startDate > Date In 4.description > Invoice Desc. 5.ownerResourceID > Name 6.probability > Probability 7.throughDate > Valid Until 8.productid > Stock on Quote 9.lostDate > lostDate (to be used later) 10.lossReasonDetail > lossReasonDetail 11.title > title (to be used later) 12.amount > Stock Price Tax Free amount 13.id > SourceValue |
Further information
Autotask Connector Lookup Mappings
Autotask Connector Resource Mapping
Autotask Connector Filters Tab
Autotask Connector Known Errors
Autotask Asset to Autotask Config Items Sync
Autotask Cardfile Notes to Autotask Company Notes