Let's dive into the frequently asked queries regarding our feature.
What is Autotask PSA?
Autotask PSA (Professional Services Automation) is a software platform designed to manage various aspects of professional service businesses, including IT service providers and managed service providers (MSPs). You can explore its features here: Autotask PSA Features
What is the CloudCockpit and Autotask integration?
The CloudCockpit and Autotask integration is a combination that enables seamless data transfer and automation between the two platforms. By connecting these systems, businesses can streamline operations, improve billing efficiency, and make data-driven decisions.
What operations are synchronized between CloudCockpit and Autotask?
The integration enables syncing data points around subscriptions. Find a detailed list here: List of Operations Synced to Autotask.
What happens if a sync operation fails?
The integration includes features to handle failed operations. You can learn about retry logic, error notifications, and troubleshooting steps in this guide: How to Sync Failed Operations to Autotask.
Can I map existing subscriptions to Autotask contracts?
Yes, active subscriptions with mapped offers and customers can be linked to Autotask contracts. This process creates new contract services with relevant cost and revenue information. Mapping CloudCockpit Subscriptions to Autotask
How do I map offers in CloudCockpit to Autotask?
The integration focuses on offers with specific billing cycles (monthly and annual) for optimal data integrity. Refer to this guide for more details: Mapping CloudCockpit Offers to Autotask
How can I automatically map new subscriptions to Autotask upon creation?
CloudCockpit offers the ability to configure automatic mapping for new subscriptions, streamlining the workflow. Learn more in this guide: Map New Subscription on Creation to Autotask