Datagate: Sync Autotask Customers

Written by Marissa Orsini

Updated at May 6th, 2024

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Table of Contents

Scope Requirements Make the Datagate Field Visible Enable User Defined Field on Autotask Customers Sync Customers In Datagate

Scope

This article will show you how to sync your customers in Autotask into Datagate.

Requirements

Admin Access to Datagate
Set Up Autotask Integration

Make the Datagate Field Visible

Before running a customer sync, the datagate field in Autotask needs to be made visible.

Go to Admin > Account Settings and Users > Features and Settings tab > Accounts and Contacts
Click Account Categories then click the hamburger menu next to Standard and select Edit.
Go to the Details Tab > Sections and Fields section, scroll down to User-Defined fields > Hidden Fields > Datagate (UDF)
Click the hamburger menu and select Make Field Visible

Enable User Defined Field on Autotask Customers

Go to CRM menu > Accounts
On each account, you want to sync with Datagate, go to the Details tab, scroll down on the left sidebar to USER-DEFINED FIELDS, find the Datagate field, click on this field, and select Yes.
Click Save and Close

Sync Customers In Datagate

Go to Customers
Click the Sync Icon
Click the Autotask Icon and click Confirm.
Once the sync is completed, customer accounts will be added/updated, a summary of changes will be displayed on the screen.

autotask customers datasync