Synchronizing New Subscriptions

To synchronize customer subscriptions between Reseller Marketplace and Autotask, complete the following steps:

1. In your UX1 for Resellers, click Integrations.

   

2. On the dashboard, click Check Changes to update the list of tasks.

   

3. Select a synchronization task for your customer with the Sales order type. Click Sync Changes.

   Note: The Sales order type means that a subscription is new. The Change order type means that the existing subscription is upgraded or downgraded. The Billing order type means that this is an existing usage-based subscription. The Cancellation order type means that this subscription is canceled.

   

4. In the synchronization wizard that opens, map the customer between Reseller Marketplace and Autotask. Click Continue.

   Note: If a customer was mapped before, this step is skipped.

   

5. Map a product between Reseller Marketplace and Autotask. Click Continue.

   Note:
   - If a product was mapped before, this step is skipped.
   - At this step, you can also add a product to Autotask by clicking Add Product to Autotask in the drop-down menu and configuring its parameters.
   

   

6. On this step, select a Contract. If there is only one suitable contract to be selected in the synchronization wizard, it will be preselected.

   Then, check changes to the Contract.

   The Contract Services represent a separate fee that is charged in the scope of the Contract.

   You can select Contract Services and configure their parameters, such as dates, description, quantity, price, and cost, as well as whether to load prices from the Autotask or Reseller Marketplace.

   Setup Billing Amount

   The Contract may have a setup billing amount. This is an amount to be invoiced once for this Contract.

   Recurring Billing Amount

   The Contract may have a recurring billing amount. This is an amount to be invoiced each billing period for this Contract.

   Important:
   1. Contracts with the same billing cycle must be selected here, that is, monthly Contracts for monthly subscriptions, and so on.
   2. The Contract currency and the currency in Reseller Marketplace must be the same.
   

   Note: When a Sales Order is propagated to Autotask, the native integration will take into account the existing Contract Services.
   - If the new quantity is higher than the current quantity of the Contract Service, then changes will be applied in the current billing period.
   - If the new quantity is lower than the current quantity of the Contract Service, then changes will be applied in the next billing period.
   - If the quantity is the same, prices and costs will be synced.

7. Confirm the synchronization by clicking Sync.

   

Contracts can be created in the integrated system upon synchronization of accounts of Customer type: