Configuration and synchronization procedures
Prerequisites:
Before you set up and synchronize your data in Sherweb’s partner portal and Autotask, here are the prerequisites:
Create and/or update the Autotask contracts that need to be synchronized. The Contract Period Type must be "Monthly."
Create or update services in Autotask. To link a service to an offer, enter "Sherweb" in the Vendor Name field of the product card. The Service Period Type field must contain the value “Monthly.”
Important notes:
Yearly paid subscriptions can be mapped and synchronized to Autotask. Please review this document for more details on how this will work: PSA integration – Autotask - Synchronization of yearly paid subscription
The Unit Cost is synchronized.
The Unit Price is not synchronized. These values must be manually configured in the service card in Autotask.
Depending on the type of product you purchased from Sherweb, the data will be synchronized in Autotask at different frequencies. For example:
Recurring quota-based offers like Microsoft 365 are synchronized immediately when a change is made in the portal.
The quantity of usage-based offers like Online Backup, Proofpoint, SentinelOne, Azure, and Performance Cloud is synchronized on your billing date.
The quantity of usage-based offers like Office Protect and QuickHelp is synchronized as soon as the usage is updated in the portal.
If you choose to prorate licenses, all transactions will be sent to Autotask with the actual date that the transaction occurred.
If you choose not to prorate licences, all transactions will be sent to Autotask with the start date of the contract.
1.In the partner portal, click Setup.
2.Click Billing Integrations.
3.Click Setup Connection in the Autotask PSA tile.
4.Enter the username (of the API user) and password.
5.Click Test Connection.
6.When the Test Connection button turns green (indicating that the connection is successful), click Next.
7.Select Prorate licenses option, if desired.
8.Click Save and Continue.
9.Click Start.
10.In the Offer Mappings tab, if you want to synchronize an offer with a service, toggle on the Sync option.
11.Select the Autotask service that you want to associate with an offer.
12.When mappings are completed, click Save.
13.In the Organization Mappings tab, select an Autotask account to combine with an organization in the partner portal.
14.If you want to synchronize an offer and an Autotask contract, activate the Sync option.
15.Select the Autotask contract.
16.When mappings are completed, click Save.
17.Before you bill in Autotask, make sure that you don’t have a synchronization error. To do this, click on the Status tab.
If there are synchronization errors, they will be displayed in this window. If this is the case, correct them and do a manual synchronization by clicking Resync erroneous items.