Use this article to adjust any sync settings for your Autotask PSA integration in ScalePad Lifecycle Manager. Navigate to Integrations, and select Autotask PSA.


Enable Two-Way Sync

  1. Under Enable Two-Way Sync Fields, select the appropriate boxes to enable Two-Way Sync for these fields.

  2. When you're finished, click Save Autotask PSA Setup.


Select Account Types to sync

Depending on the Account Types set up in your Autotask PSA instance, select the ones that you want to sync into Lifecycle Manager. Likewise, clear the types which you would prefer not to sync.

When you're finished adjusting your selections, scroll down and click Save Autotask PSA Setup.


Select Product Categories to sync

Autotask PSA "Product Categories" map to asset types in Lifecycle Manager. For each type of asset you want to sync intoLifecycle Manager, you'll need to map the Product Category to a Lifecycle Manager Asset Type.

For example, Switches would map to Network. Likewise, if you'd prefer not to sync a certain Product Category, set its mapping to blank.

When you're finished adjusting your selections, scroll down and click Save Autotask PSA Setup.


Sync assets without serial numbers

While we're unable to perform warranty look-ups on hardware assets without serial numbers, there is value to add these assets to your Lifecycle Manager account.

  1. Select the Include Devices Without Serial Numbers box

  2. Click Save Autotask PSA Setup


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