Preface to Autotask Integration

Before integrating between Reseller Marketplace and Autotask, we recommend you get acquainted with the following terms and procedures.

Steps to Get Started

A reseller needs to complete the following main steps to get started with the Autotask Native Integration service:

1. Set up Autotask API Credentials: The Reseller Marketplace communicates with Autotask through API. Therefore, you need to set up required API credentials using these instructions.

2. Set up Autotask Integration: At this step, you need to log in and integrate Autotask with Reseller Marketplace using these instructions.

3. Synchronize: Now, you need to synchronize orders and subscriptions between Reseller Marketplace and Autotask using these instructions.
   

   Important: Several subscriptions can be synchronized with one contract; one subscription cannot be synchronized with several contracts.

About Mappings

To ensure that there are no mismatches, and all changes in Reseller Marketplace are synchronized with Autotask, the objects in both systems must be mapped. That is, Reseller Marketplace Product Catalog, Customer Catalog, Order and Subscription must be mapped with the respective Autotask objects: Services, Company, and Contract.

There are three ways to map your customers between Reseller Marketplace and Autotask, and two ways to map your products between Reseller Marketplace and Autotask. Orders and subscriptions are mapped during the subscription synchronization process.

Note: You can also create a Autotask product during the synchronization process.