This article defines how Autotask fields are mapped to IT Glue fields. Learn more about integrating with Autotask in this article.
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
|IT Glue: Configuration||Autotask: Configuration Item|
|Name||Reference Name (If present) OR Product Name|
|Asset Tag||Reference Number|
|Configuration Type||Configuration Item Type|
|Installed At||Install Date|
|Installed By||Installed By|
|Manufacturer||Product Name -> Manufacturer *|
|Model||Product Name -> Manufacturer Product Number *|
|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.
|IT Glue: Organization||Autotask: Account|
|Parent Organization||Parent Company Name|
|Primary Location||Address 1, Address 2, City, State/Province, Zip Code, Country, Phone, Fax|
|Short Name||Account Number|
|IT Glue: Contact||Autotask: Contact|
|First Name||First Name|
|Last Name||Last Name|
|Work Email||Email Address|
|Mobile Phone||Mobile Phone|
|Alternate Phone||Alternate Phone|
|Location||Address 1, Address 2, City, State/Province, Zip Code, Country|
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|
|Zip Code||Zip Code|
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:
|Contacts||(Account) AND (First Name AND Last Name)|
(Account) AND (Configuration Item Type AND Reference Name) AND (Serial Number) *
|Locations||(Account) AND (Address 1 AND Address 2 AND City AND State/Province AND Country)
(Contact) AND (Address 1 AND Address 2 AND City AND State/Province AND Country)
If the matching logic is unsuccessful in finding a match, a new record is created. When one or more identical matches are found, the item that was created first is matched on.
* Configurations: If more than one match, the system will try to narrow the matches using the serial number before matching on date created.