Autotask field mappings

This article defines how Autotask fields are mapped to IT Glue fields. 

A summary of the two-way sync behaviour:

  • Configurations <—> Configuration Items (excluding PSA custom fields)
  • Organizations <—> Accounts  
  • Locations <—> Account/Contact Addresses (pull-only)
  • Contacts <—> Contacts

Configuration items 

IT Glue: Configuration Autotask: Configuration Item
Name Reference Name (If present) OR Product Name
Asset Tag Reference Number
Contact Contact
Configuration Status Active
Configuration Type Configuration Item Type
Installed At Install Date
Installed By Installed By
Manufacturer Product Name -> Manufacturer *
Model Product name -> Manufacturer Product Number *
Notes Notes
Physical Position Location
Serial Number Serial Number
Expiration Date Warranty Expiration Date

* Manufacturers and models will be created in IT Glue if they don't already exist. For a list of the manufacturers and models created in IT Glue, go to Account and click the relevant option on the sidebar.

Organizations

IT Glue: Organization Autotask: Account
Name Account Name
Status Active
Type Account Type
Parent Organization Parent Company Name
Primary Location Address 1, Address 2, City, State/Province, Zip Code, Country, Phone, Fax
Short Name Account Number

Contacts

IT Glue: Contact Autotask: Contact
First Name First Name
Last Name Last Name
Title Title
Work Email Email Address
Work Phone Phone/Ext
Mobile Phone Mobile Phone
Alternate Phone Alternate Phone
Fax Fax
Location Address 1, Address 2, City, State/Province, Zip Code, Country

Locations

Because there is no equivalent locations concept in Autotask, locations are pulled from Autotask Account/Contact address fields. For more information about locations, see Autotask common questions.

IT Glue: Location Autotask: Account/Contact Addresses
Address 1 Address 1
Address 2 Address 2
City City
State/Province State/Province
Zip Code Zip Code
Country Country
Phone Phone
Fax Fax

Matching logic

Standard matching rules are used to match records within IT Glue when pulling over data from Autotask. The sync will discover accounts, configuration items, contacts, and account/contact addresses in Autotask and match them to data in IT Glue using the Autotask fields shown in the table below:

Rule Matches on
Organization Account Name
Contacts (Account) AND (First Name AND Last Name)
Configurations

(Account) AND (Configuration Item Type AND Reference Name)*

Locations (Account) AND (Address 1 AND Address 2 AND City AND State/Province AND Country)
OR
(Contact) AND (Address 1 AND Address 2 AND City AND State/Province AND Country)

* Configurations: If more than one match, the system will try to narrow the matches using the Serial Number.

If no match is found, a new record is created. When one or more identical matches are found, the item that was created first is matched on.

 

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