Reconciling Autotask Subscriptions

You can reconcile your customers' subscriptions using the subscription reconciliation wizard. To do it, complete the following steps:

1. In your UX1 for Resellers, click Integrations.

2. On the dashboard, click the gear icon and select Mapping.

   

3. In the Customers tab of the Mapping screen, select the three-dot icon for the mapped customer whose subscription you want to reconcile and click Reconcile. For every newly migrated subscription, a reconciliation task is created and can be synchronized manually. Automatic synchronization is not supported for migrated subscriptions.

   

4. In the Select subscriptions screen of the reconciliation wizard, select the Contract and subscriptions to reconcile. Click Continue.

   

5. In the Reconcile screen of the wizard, select the billing period to reconcile products from Reseller Marketplace subscriptions with Autotask Contract services. Click Continue.

   Note: At this step, you can also export a product to Autotask.

   

6. In the Configure Contract Service screen of the wizard, check changes to the Contract.

   Here you can configure contract service parameters, such as dates, description, quantity, price, and cost, and load prices from the Autotask or Reseller Marketplace.

   Note: If no action is required with a selected period and subscription, a corresponding notification is displayed.

   

7. Confirm the synchronization by clicking Sync All.