Autotask ticket templates psa pdf 6 of the Autotask PSA Web services API. Extension Callout ¶ First head to Admin -> Extension & Integrations -> Other Extensions & Tools -> Extensions Callout (Tickets) Jun 22, 2023 · Utilizing the Autotask MSP project management tool, project managers can gain valuable insights and take the necessary actions to ensure project success. Next, you can create a ticket for individual questions from within the review. Go directly to the ticket to make changes. Scheduled reporting is a tool that can send reports via email to relevant parties on a specified schedule. Priority: By default, the Autotask ticket's priority is set to Medium. These tickets can be sent to a dedicated queue. contactName string is stored in the Contact-Old UDF and the contract. Bulk editing CRM notes and to-dos. Increased Visibility: Real-time dashboards and reporting capabilities offer insights into business performance, enabling informed decision-making and the Email support email address -> Email forwarder to AutoTask -> Ticket created. Aug 18, 2022 · You can use templates and speed codes in Autotask PSA and LiveMobile to quickly populate fields for a number of entities including ticket and recurring ticket, task, ticket or task time entry and note, project note, service call, quick call, opportunity, and quote. What's New page and streamlined main 1-click survey easily embedded in your Autotask email templates. We are new to the Autotask PSA and are struggling with a few things. Autotask PSA enables you to centralize business operations and make data-driven decisions to improve service, productivity and profitability. So I seem to be running into limits from Autotask, specifically around consistency. You can also use custom PDF templates when printing reports. Embeddings allow for similar Tickets, based on context, to be returned. One of the most powerful features of Autotask is its automation capabilities. Ticket, recurring: how to access, edit, and delete the template for multiple, recurring tickets (also called the recurring ticket template) for effective ticket management. Automatically email customer satisfaction reports to both your management and client contacts. Checklist can be pre-defined and added to a ticket template. It contains not only the data elements that identify the customer Autotask instance, but also information that lets us create a valid ticket from the message. We've previously worked with SyncroMSP and will migrate to Datto RMM and Autotask PSA in the next few months (while still working in Syncro) Mar 28, 2024 · In this blog, we’ll delve into best practices for managing spam and duplicate tickets in Autotask, offering practical solutions to streamline your ticket management process. Autotask client portal -> Submit new tickets/reply to open tickets. Benefits. Find out which customers and services are profitable and gain the confidence to act on this data. Dayton bought autotask and is overhauling everything starting with the rmm. g. Enter a name that includes the entity the template will populate. The Autotask PSA integration has the following Remote Monitoring and Management (RMM)Manage, monitor and support remotely Autotask Professional Services Automation (PSA)Manage your IT business operations Quote ManagerSimplify quoting and drive revenue growth Deleting multiple checklist items from a ticket, task, or opportunity. l Available Form Templates - Specify the Form Templates that will be available for the Opportunity Category, including which are available for the Opportunity. For example, you can use the Ticket Detail by Ticket Number ExecuteCommand to provide a link to open an Autotask ticket detail. Run My Business More Effectively. wh_business_division: Stores the fields that describe the first (division) level of lines of business. , Account Management, NOC, Service Manager. Mail from the PSA to the Tier Ones' PSA-only email would be bitbucketed (so as to not cause a loop or require advanced processing). If Autotask cannot map Contract. It's slower than some stuff I've tried but it's comprehensive, integrations are great, and very solid. Issue: Partners using the Autotask PSA integration were previously advised not to upgrade to 2025. Improve reporting on ticket trends to identify areas for proactive support. Then make sure this is high up in the ticket (you can do this in the Ticket Category and then the second tab) and cut/paste the correct link in there. Step 4: Contract Mapping As mentioned in the prerequisites section, contract mapping supports two levels of functionality: ticket mapping and the ability to add the number of billable users for that The reality is most off-the-shelf solutions are not a perfect fit. Autotask PSA’s Growth Package is a powerful solution designed specifically to help emerging MSPs successfully maximize their PSA investment and help drive efficiency, accountability, and insight to grow their business. , onboarding, migrations). Depend-ing on the variables you have in your template, you will be able to select addi-PDF. So when you select a ticket type like "setup computer" it would auto populate all fields and adds a checklist with "install OS" , "create local admin" etc. It offers comprehensive business management tools including service desk management, project tracking, time tracking, billing, and resource allocation. This option has also been added as an event on notification templates. An Autotask security level with Admin permission to configure Resources/Users (HR) can complete the following steps to create credentials for an API user in Autotask, which will not have access to the Autotask user interface. This dropdown list slicer fetches data from the Autotask Ticket Statistics dataset. Edit Recurring Ticket Template: After the recurring ticket template has been saved and instances have been created, you cannot change information for those instances through the recurring ticket template. Autotask stores all ticket detail dates in UTC. When logging a fault, nobody likes to be left open-ended, so set expectations. To select an IT Glue checklist template do the following: Create a new ticket or put an existing ticket in Edit mode. Page2of78. He Nov 21, 2023 · The new ticket type setting will allow new ticket events restricted on ticket type to be directly added to either runbook. Pricing for Autotask PSA typically follows a subscription model, with costs varying based on the number of users and the specific features required by the business. 0. The platform enables operational efficiency, improves client satisfaction, and provides robust Cooper Copilot for Autotask. RMM Alerts -> Created tickets on Better Customer Service: Autotask PSA provides tools for managing customer inquiries and support tickets in a timely manner, leading to improved customer satisfaction and loyalty. If you are reading the User Guide for a specific workbook, click the link below to open a page in the Autotask Online Help where you can download a PDF User Guide for any workbook type. Apr 8, 2025 · Contact-Old is a system generated user-defined field that Autotask may create when mapping contract. Apr 8, 2025 · Tickets: This entity describes an Autotask Ticket. To take advantage of webhooks, you must create an API only security level and enable the setting: Apr 8, 2025 · Autotask Opportunities allow you to describe the amount, due date, and probability of expected sales revenue from an opportunity, track the progress of the opportunity, and generate sales forecasts. I explain how to create the c Download the template (basically a csv header-row file), drag the relevant export out of CW and make the column headings align to what AT wants to see via that template. The email will be sent to the email address associated with the selected alert May 5, 2025 · We are still evaluating data for Autotask PSA at this time. The NinjaOne integration with Autotask offers unprecedented cooperation between the two powerful platforms. NinjaOne will automatically sync devices to Autotask configuration items and NinjaOne alerts automatically generate tickets in Autotask. Note, because a Ticket Template may have multiple Recurring Rules, each rule has its own name. Automatically notify the right people based on the Autotask ticket. To make it (even) easier for the Engineers, you can create a UDF (User Defined Field) in Autotask where you immediately paste the corresponding link to instructions at Ticket Templates. First, you can create tickets for the review in its entirety a method used to track the total time a review was open. Refer to "Entering the Sage 50 customer ID into the Autotask company number" on page 12. Autotask PSA has an analyst rating of and a user sentiment rating of 'good' based on 214 reviews, while ConnectWise PSA has an analyst rating of 85 and a user sentiment rating of 'good' based on 811 reviews. Tickets l. Each organization can have up to 5,000 locations. Invoice templates are added through the UI in the Admin module: Contracts (and Billing) > Invoices > Templates . There is stuff that takes time getting used to and you can speed things up with ticket templates and other stuff. Every Ticket Template belongs to a Category. Apr 8, 2025 · The following Autotask entities currently support webhooks: Companies (Accounts) Contacts; Assets (Configuration Items) Tickets, including tickets created in Taskfire (REST only) Ticket Notes, including ticket notes created in Taskfire (REST only) We will continuously add webhook support to additional entities. Get the TL:DR faster with Smart Ticket Summary; Polish your replies with Smart Writing Assistant; and document actions taken with Smart Resolution Summary. Page17of66 Autotask PSA is an IT business management platform consisting of a service desk, project management, account management, documentation management, time tracking and billing, contracts, resource management, inventory and procurement, and reporting. I basically can count on my ticket contacts getting 3 threads, or 4, per ticket: Thread 1 - Notification of ticket created Thread 2 - Updates that Notes were added (from the GUI) Autotask PSA also comes with a powerful service desk module that lets you seamlessly work with outsourced help desk providers. The terminology that appears in the Autotask user interface is designed to enhance usability when completing tasks through the interface. This can be anything from SLA stats on tickets raised/closed in a period to managerial staff, all the way to a Jan 30, 2025 · Integrate chatbot or self-service options to reduce ticket volume. 2) Autotask PSA is a powerful and intuitive cloud-based platform providing a singular view of their entire business—enabling Managed Service Partners to centralize business operations to drive efficiency, insight, and accountability. contractName string format data to an isActive Contact. TicketSecondaryResources: This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. Increased Visibility: Real-time dashboards and reporting capabilities offer insights into business performance, enabling informed decision-making and the What kind of reports are you looking to build for Halo? At the moment, we have 5 public template dashboards: Halo Tickets Report, Active Tickets Summary, Service Tickets Dashboard, Dispatch Dashboard, and Tech Dashboard. ContractName string format data to an Active Contact. Auto Close Ticket: Automatically closes a ticket in PSA system when an outage is closed: Close on Check Clear: Closes the PSA system ticket when the outage is cleared (acknowledged) on the All Devices view: Create ticket on Deletion: A ticket is generated in PSA system when a mapped device is deleted from the All Devices view: Workstations Doing so will display the alert details in the subject/summary of the Autotask ticket and also organize your tickets by username and alert. I'm in the process of creating new form templates for tickets and I am not in love with the idea of speed codes to look up ticket templates. I think it would be better just to have the search function look for keywords in the template title, description or tags rather than a unique speed code. 99% uptime. Migrating Tickets from Autotask . Apr 8, 2025 · The Companies entity describes an organization with which you do business. How to complete an import- example using ticket imports. Learn more about ExecuteCommand API. You can use email truncation. To open the page, use the path(s) in the Security and navigation section above. The issue is, most of the times I need a checklist our tech isn't creating a ticket, a RMM alert or a Resource: By default, the Autotask ticket is not assigned to a resource. Autotask PSA has a proven track record of consistently delivering enterprise-grade, 99. The <CODE> is ignored, and then we determine the PSA we're communicating with. Autotask allows you to create API-only access user types for the purpose of OAuth integrations with other applications. Using the VSA 10: Run Script action, this Cooper Bots workflow allows you to streamline ticket resolution by automating script execution using VSA 10 in response to Autotask or Kaseya BMS tickets. This is a per user setting. Likely not as good looking as what you can create via stripo, but FYI to others. Create Autotask PSA tickets when Acronis alerts occur. Ticket import section For each alert type, you may choose to automatically create a ticket in Autotask, automatically close the ticket in Autotask when the triggering event is resolved in Workplace, and apply the ticket priority you select here. The following notes are added to the Activity tab of the Autotask ticket: Screenshot: The end user can choose to attach a screenshot to their support request form. They are processed through the Autotask Contracts module (Contracts > Invoices). Report usage of Acronis Cyber Cloud services to Autotask PSA contracts. Download a Performance Analytics Workbook User Guide. May 14, 2025 · When compared to similar products in the market, users often highlight Autotask PSA's robust integration options and user-friendly interface as distinguishing factors. May 8, 2024 · Autotask Ticket: If you are using the Autotask plugin and you select 'Autotask Ticket', tickets will be routed directly to Autotask and tickets will not be created in Automate. Form Templates make it easy to update multiple fields and add checklists to a ticket with a short, easy-to-remember speed code. Whether you have 2 Technicians or a team of hundreds, Autotask PSA can scale to your needs. In order to see ticket create and complete dates in your time zone, you must specify that zone. May 7, 2024 · How Datto Autotask PSA can optimize your PSA ticketing. Create a new Template of entity "Ticket Template" (alternatively templates of entity type "Child Template" can be configured): Fig 1. In the next section, Ticket Actions, Timothy has to specify which IT Glue documentation will apply to Autotask tickets that meet the conditions set in step 3, Conditions. ContactName string is stored in the Contact-Old UDF and the Contract. Users find Autotask PSA's ticket management system highly customizable and effective for managing customer contacts and tickets. wh_billing_type: Enumerates the billing types in Autotask, for example, Labor, Cost Milestone. Head to Configuration > Tickets > Ticket Templates, the list here is the complete list of ticket templates. You can easily add checklists to tickets using Form Templates and Speed Codes. Please see the Autotask PSA Web Services On-line help for the the SOAP End of Life timeline at: https: Automatically run scripts in VSA 10 when a PSA ticket is created. By strategically incorporating PSA software into your operations, you position A new Purchase Order Template editor is available in Admin > Features & Set-tings > Products, Services, & Inventory > Purchase Order Templates. You can edit the recurring ticket template to make changes to instances scheduled for the future. Autotask PSA is an IT business management platform consisting of a service desk, project management, account management, documentation management, time tracking and billing, contracts, resource management, inventory and procurement, and reporting. Time savings: Eliminate repetitive tasks by automating ticket-related Apr 29, 2025 · Automated ticket creation from triggered alerts in Ninja; Two-way ticketing sync so that alerts reset in Ninja close Manage tickets, and vice-versa; Device syncing from Ninja to Autotask with customizable device detail sharing; Organization, location, and device role mapping from Ninja to Autotask; Ninja-managed remote access from Autotask Also, I always forget the keywords to use, but Autotask includes much prettier templates in their Help than what comes out-of-the-box. Embrace the operational transformation with Autotask PSA and unlock the full potential of your IT service company. Active: If selected, the form template is available for use. 2) We recommend adding it to the email templates within your PSA that reference ticket updates and ticket closures, specifically. ©2019Datto,Inc. It's below the ticket and collapsed. Click the Save button at the top right of the Ticket Settings area. Also good to check what a project really is because it’s not always handy to take to project route when it is a common task. 57 due to an issue that caused the removal of the ticket association between Autotask and N-central. Internal emalis would not be affected by the mail system rules and notifications from the PSA would be limited to workflow changes or states that would hit those outside of the sytem (e. The platform can help tag incoming tickets so service desk agents can quickly resolve customer issues. Need help from Customer Support? Find out more here: "Contacting Customer Support" on page 51 Creating A Ticket Template. This will be accomplished via the new Find a Solution button on the Ticket Detail, Edit Ticket, and New Ticket pages. Autotask PSA enables you to grow your operations and make data-driven decisions to improve service, productivity and profitability. Form Templates automatically populate multiple fields in Autotask forms. Refer to "Entering the GP Customer Number into the Autotask Company Number" Autotask does not yet have webhooks for ticket events, but we can simulate this functionality by setting up an Extension Callout and a couple of Workflow Rules. It is the pivotal entity in Autotask: all other entities such as contacts, tickets, or projects are directly or indirectly associated with an organization. Scheduled Reports. Questions / Help So we are trialing Halo PSA as a replacement for Autotask. CloudRadial replaces the Autotask user portal to provide an exceptional client experience. For example, if you user OpenCompanyDetail by PhoneNumber, and you pass in only an area code, the list displays all companies in your database that have phone numbers with that area code. In Autotask, you can use speedcodes when you're creating a time entry to select a response template that will not only have a pre defined text, but also all the other options of the time entry form, like time spent, who should be notified, the queue, issue type, sub issue type, work type Feb 20, 2025 · You can use or customize any of the Best Practice bots templates to automate tasks like ticket monitoring and sending notifications and reminders. you can also edit the Default settings there. Or for a better end user experience, use something like Desk Director or Invarosoft. May 5, 2025 · Better Customer Service: Autotask PSA provides tools for managing customer inquiries and support tickets in a timely manner, leading to improved customer satisfaction and loyalty. Have the ablility to create a recurring invoice template which can have all line items added but only bill/show on the invoice where they is a quantity. • Properly triage all alerts by centralizing them within Autotask tickets. PDF templates can be edited and added via Configuration > Reporting > PDF Templates. 6. Apr 10, 2025 · Datto Autotask PSA is a cloud-based Professional Services Automation platform designed for IT service providers and managed service providers. Contacts are at this same location. Autotask administrators should grant this permission selectively and sparingly, rather than assigning it by default to an entire group of security levels. There is a new option to select "None" as an easier method to specify that no form templates will be available on opportunities with this cat- What allows Autotask to identify which customer Autotask instance the email message is intended for is the XML token that is a part of each email. Managing Spam Tickets In Autotask, deleting tickets can lead to complications and is not recommended due to the difficulty in retrieving deleted tickets (this is a common N-able N-central 12. Creating a new Ticket Template Service Desk & Ticket Management: Capture requests as tickets, add notes and see insights on the request from one screen as the request moves from inception to resolution. Language selection in the New Client Portal. ContactName field is cleared. Sep 9, 2024 · The template determines what account, billing item, tax and financial related details the Autotask user wants to include on the invoice, and how the output will be grouped and presented. Alerts such as failed backups, and assets that have not had a recent backup are included. Let's discuss your specific challenges and develop a custom application that optimizes your operations and facilitates growth. It helps you measure employee performance to see if they meet SLA targets. TicketTagAssociations: This entity manages the tags associated with tickets in Autotask With the same set of ticket tags available to be assigned to both tickets and Knowledgebase articles, it will become possible for Autotask PSA to suggest articles that relate to the same topics as a ticket. Go to Admin->Notification Templates; Click the Service Desk tab; Edit “Ticket Time Entry – Created or Edited“ Add the lines noted below into the area where you want a signature; Click Save & Close Autotask stores all ticket detail dates in UTC. Understand the structure of Autotask PSA projects to optimize project management. Autotask PSA BUSINESS MANAGEMENT Why MSPs Choose Autotask PSA to Run their Business Maximum Uptime with a Secure, Cloud-based Platform Autotask PSA is a 100% SaaS application which means there is no hardware to test, maintain, or update. A new notification template for "Configuration Item Note - Created or Edited" as been added to Admin > Notification Templates > CRM. The combination of QuoteWerks and Datto Autotask PSA makes it simpler to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, create orders and service tickets within Autotask, and gain visibility into revenue streams from products, services, managed services, and other sources. We would like to show you a description here but the site won’t allow us. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. A Ticket Template is a written process to be followed, whether daily, weekly, monthly, or annually. Autotask Zone, Currency Symbol, and Fiscal Year (Sales workbook v 1. After that, you can filter on the time entries that are less than 2 to calculate percentage of services tickets that were resolved on the first touch point. management, CI contacts etc). In Autotask, you can use speedcodes when you're creating a time entry to select a response template that will not only have a pre defined text, but also all the other options of the time entry form, like time spent, who should be notified, the queue, issue type, sub issue type, work type, and many more. Call -> Speaks to a person -> Create new ticket on AutoTask on their behalf. You can track Opportunities for all account types and track multiple opportunities for each account. A Recurring Rule creates tickets using a Ticket Autotask stores all ticket detail dates in UTC. • Use all of Autotask’s robust features to design your idea alert workflow, including Queue, Issue Type, Priority and round-trip closure. Time zones are sorted by GMT +/- order. Apr 8, 2025 · In such instances, substitute [n] for the zone of your user, as described in Autotask API zones and WSDL versions > Find your zone's API URL for the REST API or Autotask API zones and WSDL versions > Find your zone's WSDL file URL for SOAP API version 1. Standardise project templates for common implementations (e. Tickets define service requests within the Autotask system. May 23, 2022 · Autotask workflow rules give you the ability to auto-assign tickets. This function allows fields to be automatically populated in PSA forms. I have been given the task of setting up Datto RMM and Autotask PSA. I created a new ticket template, providing all details that I would like to be recurring. Apr 8, 2025 · Need troubleshooting help? Open the Kaseya Helpdesk. Alert rules allow you to handle VSA 10 alerts and their corresponding Autotask tickets: Queue refers to the Autotask PSA customer and would like to have Autotask PSA update your Com- pany Numbers with the GP CUSTNMBR, contact Autotask Professional Services. This issue prevented tickets from automatically closing when issues were resolved or reopening from N-central. Recognize the efficiencies gained by leveraging ticket categories, form templates, and checklists to help drive service desk processes. 2) Submenu. Closed Ticket Work Entries set, strong integration capabilities and scalability, Autotask PSA represents a solution that can meet the current and future needs of your business. Select the best template for your PSA and business needs from the table below. Autotask form templates and speed codes streamline data entry for selected entities in Autotask and in LiveMobile. contactName field is cleared. Improve Project Management. Adding the token to a message template Apr 8, 2025 · The Report Data Warehouse draws data directly from your Autotask database. Resolve and reopen Autotask PSA tickets, based on Acronis alerts. Before you begin; Anatomy of a query response; GET by ID; Filter operators Setup Tables --> Ticket Template List. 1. ExecuteCommand uses simple browser-level commands to access specific pages in Autotask programmatically. wh_business_division_subdivision Currently, I’d reply to a ticket via email and it adds a ticket note, but it doesn’t send to the customer, instead it’s saved as a public note. I planned to contact AT soon, but do you have any tips on this? Essentially, I want to be able to reply to a ticket by responding to an email and also make sure the customers gets that reply. Jun 12, 2024 · Pro tip: Automate the addition of Checklists to Autotask tickets. Back to autotask ticket window Scroll down to attachments Extend the "attachments" menu Click on the attach button Click browse Navigate to the correct file Click open Select "Attach" Done Attaching images to a ticket is so important. For details, refer to Autotask Ticketing Integration. In the Autotask interface, you cannot enter time on Projects of Type = Archived, Template, Baseline. Amplify your IT expertise and achieve more with Autotask's AI Assistant. Apr 8, 2025 · Tickets. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. Index. Jul 24, 2024 · This new feature will provide authorized users the ability to remotely control devices in VSA 10 from an Autotask ticket or directly from an associated device. Retrain your clients to submit support tickets via your support email (with an email connector to AT), or the client portal. You can select which entity's templates you're Do any of you know of any good documentation on migrating from Autotask, or are you aware of any migration tools/services that can migrate Autotask PSA to another PSA or even CRM? I see a number of references to people moving from Autotask to another PSA, just not any information on how it was done. RMM -> Right click on RMM icon -> Select "Submit support ticket" - Ticket created. You can outsource, assign and track tickets. I have a contacts list inside Autotask with some missing extensions. This is intended to reduce technician click fatigue caused by having to navigate and find the alerted device in question in VSA 10 after an alert has been raised in Autotask. For CW Manage, the T/S/I data in our lookup table is used directly. - - Generate Schedule (14 days) - - Generate Ticket (3 days), also tried 0 days as well, no luck. To understand how it works, consider that: A Category is a way to group similar tickets, e. Automatically collect feedback with customer contact data, responsible employee, date and timestamp, and ticket number. Option 2 is to set a notification template and add it to a speedcode or workflow rule. Ill give an example. This keeps all work in a single ticket, easier overview and time entries. Built-in templates. Dec 21, 2023 · The Recurring Tickets engine is robust and scalable. 1 Release Notes. Apr 8, 2025 · Enumerates the billing sub-types in Autotask, for example, Ticket Labor, Task Labor. The data returned uses the terminology found in the internal naming conventions used in Autotask code. Apr 8, 2025 · The Invoice entity describes an Autotask Invoice. We did start to use autotask projects 2 years ago and it costs us some time in the beginning. Clear Acronis alerts, based on Autotask PSA ticket status. Once the templates are active and saved, you can access them from the following: l Company > Tools > Document Merge l Contact > Launch > Document Merge You can change and make modifications to a template as you go along. Select the correct Time Zone and then click Update Timezone. Move project tracking from spreadsheets into Autotask’s Project module. In the Ticket Attributes tab, you can configure if and how VSA 10 alerts generated in specific organizations, sites, and agent groups will be captured as Autotask tickets. Each organization has at least one location. Navigate to the Tickets tab; Click New and enter the following information: UDF Type: Ticket; Field Type: Single Select; Name: EmailSuppress (True/False) Click Save & Close; 2. - Board - Status - Notes - Priority - Tasks - and Auto Generation Options. In any decent PSA, you have ticket response templates. Want to talk about it? Head on over to the Community! Have an idea for a new feature? Want to learn about upcoming enhancements? Better Together. One area (I asked in r/autotask) is the checklists, it seems there is no way to apply a checklist to a ticket without a form template or a manual process. For example, you may Autotask PSA 2020. 2) Tickets; These entities will all use a standard PDF template by default, some of which (e. Each of these entities can also use a custom PDF template. contracts) will need editing before they are suitable for use. See our PDF template guide for more information. Autotask makes creating new projects a breeze with its built-in templates, allowing you to either use a pre-existing template or start a project from scratch. Reference the Sage 50 item number on Autotask billing codes Autotask Professional Services Automation (PSA) is a powerful and intuitive cloud-based IT service management platform providing a singular view of your entire operation. To create a workflow rule that auto-assigns tickets, you want to define your rule in the workflow description of the business process template. PSAs, such as ConnectWise or Autotask, don’t provide the tools account managers need to do their job. If Autotask cannot map contract. Like invoice and quote templates, we will provide a default template that can only be copied, but enable you the opportunity to customize the look and feel of your pur-chase orders. Learn more. Our tight integration with AutoTask’s PSA combined with CloudRadial’s ticketing features such as dynamic forms, customized question templates, routing, and checklists keep your support team using the same workflows but with more efficiency and improved customer experience. To accurately track FCR, build a LiveReport in Autotask PSA, pull every ticket for the last month, and count the number of time entries. Includes restrictions on editing the recurring ticket template. In the ticket Checklist section, click Add from IT Glue. How the integration works. With our concierge services, you can request reports based on what you need. If they do, the screenshot will be Autotask Professional Services Automation (PSA) is a powerful and intuitive cloud-based IT service management platform providing a singular view of your entire operation. Apr 8, 2025 · Contact-Old is a system generated user-defined field that Autotask may create when mapping Contract. contactID Apr 8, 2025 · That's why Autotask provides the ExecuteCommand. Get the integration up and running in just 5 minutes. Nov 7, 2022 · We’ll assume you are using the “out-of-the-box” settings of having a template for Ticket Time Entry and one for Ticket Note. You add a line to your templates and anything below the line is stripped from the ticket. Form Template Description: Enter a detailed description about the template's intended use. All task and ticket time entries created and updated through the REST API must be approved and posted. . Haven't turned it on for clients yet, of course :) Hope that helps a little. Use checklists in a ticket. 2023. In limited release: Autotask Electronic Payments with ConnectBooster. This entity describes an Autotask Ticket. Learn more about Autotask tickets in the Autotask Help system. Apr 18, 2022 · About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright Autotask stores all ticket detail dates in UTC. #SMALLBUSINESS #ChrisTimm #YOUTUBE #AUTOMATION #Autotask #halopsa In this video I talk about how to use a Ticket PDF in halo. Apr 8, 2025 · Webhooks can send information from your Autotask database to an external service. Email: The system will send an email with the alert message as the body of the email. By creating a many-to-one relationship between Rules and Ticket Templates, you can use the same template in many ways. The PSA ticket subject is defined based on the lookup table and contains only the subject part. Finally, you will have the option to select the template to use for Quick Notes. In this step, we set up a workflow rule to enable email notifications to Ticket contacts on reply. 6 Release Notes. Follow same general structure to find import templates under Service Desk, Configuration Items, Products, Opportunities, BackupIQ Alerts created in UniView from Spanning for Microsoft 365 can automatically create a ticket in Autotask. One thing I can't figure out how to make better is the email handling around tickets. The integration account requires the API User (API-only) security level to allow N-able N-central to communicate with Autotask. From this, the Priority, Category, Assigned Agent and any other Ticket field can be returned – allowing for AI-driven triaging. Recognize the reporting options available in Autotask PSA to successfully analyze metrics for data-driven decision-making. Apr 8, 2025 · If multiple items match the parameter you pass in with the ExecuteCommand, a list of all matching items opens in a separate window. ing Autotask PSA customer and would like Autotask PSA to update your Company Numbers with the Sage 50 Customer_ID, contact Autotask Customer Service. When he finishes, he clicks Next again. Apr 9, 2025 · Ticket Acknowledgment: Implement automated acknowledgements for ticket submissions, offering ticket numbers, expected response times, and status tracking links to enhance the user experience and reduce duplicate submissions. They have been making some improvements more recently. In Autotask, Invoices include billing items that have been approved and posted and are being billed to a customer or presented for information purposes only. Lenteurs AUTOTASK PSA; Envoyer des notifications SMS depuis Autotask PSA à des contacts; La facturation AUTOTASK est-elle conforme à la législation française ? Nouvelle Fonctionnalité "Documentation Manager Autotask" Comment gérer les Abonnements et les engagements Microsoft 365 "New Commerce Experience" Autotask : Localisation des Fig 2. You can change the Attachment to "include Attachments in email" Unfortunately I can't seem to be able to add a screenshot. Email to Ticket Processing: Ensure all email communication is captured in the ticket by integrating email into your workflow to create tickets, add notes and capture updates. To get started with a ticket import for example, first navigate to Configuration > Tickets > General Settings and scroll to near the bottom of the page - you'll see the following: Fig 3. Include Addition Cost Apr 8, 2025 · The Web Services TimeEntries entity does not support the Autotask interface feature "Bill Immediately". Thanks for the opportunity to vent. Autotask PSA is a powerful and intuitive cloud-based platform providing a singular view of their entire business—enabling Managed Service Partners to centralize business operations to drive efficiency, insight, and accountability. Datto Autotask PSA is a robust and intuitive cloud-based PSA platform that can provide a singular view of your entire business. contactName to an active Contact, then the contract. l. Remove the need to manually check for Microsoft 365 backup alerts by having these alerts automatically create tickets in Autotask. Table of Contents Ticket Merge Improvements 29 Usability Improvements 31 Integrations 60 API Updates 73 ©2020Datto,Inc. Company Search --> Company --> Ticket Template ConnectWise PSA CONFIGURE AUTOTASK INTEGRATION This integration Jovides the ability to automatically open tickets when backups, other sewices, or appliances fail. For Autotask: Navigate to Admin > Notification Templates > Service Desk > Locate Dec 21, 2023 · Every Recurring Ticket Rule has a name and is associated with a Category and Ticket Template. For ConnectWise: Navigate to System > Setup Tables > Search "Email Formats" in the Table column > Locate your specific email templates. Improve My Customer Experience In the Ticket Conditions section, Timothy specifies the criteria for what Autotask tickets this rule will apply to. On tickets only, users who have the IT Glue integration enabled can generate an Autotask ticket checklist from an IT Glue checklist template. ContactID I've been pulling my hair out over this for months. ContactName to an active Contact, then the Contract. Because we standardize as much as possible I have been able to create templates so new projects are setup in 30-60 mins. Autotask Resource Names: The Autotask Resource Name slicer lets users select one or multiple resource names to filter data based on the resource person. Example entry for ticket import spreadsheet. The integration with Autotask allows you to create tickets in your PSA tool in one of two ways. Also in the template have the Quantity being able to be set by Assets / Licecnce / User / Subscription The Idea behind this if we add a new product to the customer "office365 E3" Licence via Pax8 we dont need to go and add the item to the #smallbusinessowner #ChrisTimm #YOUTUBE #AUTOMATION #Autotask In this video, I talk about how to create a form on the Autotask Client portal and create a t Ticket and Task Categories. Create a workflow rule to send email notifications. Especially useful in long reply chains that fill up the notes section sometimes! The official docs on it is here, just expand the Email truncation section in the middle: Autotask Entity Creation Rules Jun 10, 2022 · Form templates help immensely with pre-filling designated information in Autotask. Below are a list of resources, written specifically for MSPs and Microsoft CSPs, that help you learn how to take your account management efforts to the next level. Link Autotask ticket checklists to IT Glue checklist templates. We finally decided to go with AutoTask's ticketing and customize/strip the ticket templates and notifications to a bare minimum - no small task, but they're easier to follow now. Autotask API Username; Autotask API Password: Save Changes Cancel Data Protection Online backup backup, a rchtvtng, and email filtering My My p Accounts Reports Support Setup This dropdown list slicer fetches data from the Autotask Ticket Statistics dataset. They appreciate the ease of collaboration on tickets, which reduces wait times and confusion, and the system's ability to streamline invoicing and ticketing processes. Speed Code: Enter a short code (up to 10 letters, numbers, and symbols) you will use to select this form in Autotask and LiveMobile. 2 and later use version 1. dubu lcyy xeowiifyk xdupva bldvm jmgngth wanh prlvv qxnb bpjovq