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Configure Autotask for inventory sync with Auvik

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Before we configure your Auvik / Autotask integration for inventory sync, let’s ensure that everything is configured as expected in Autotask for configuration items.

How do I add user-defined fields?

User-defined fields are used for mapping certain details about the device from Auvik.

  1. Log into your Autotask application.
  2. Hover over the menu icon in the top-left corner of your Autotask application.
  3. Move your cursor down to Admin and click Features & Settings.

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  1. Expand Configuration Items, then click Configuration Item Categories.
  2. Edit the category where you’ll be adding the User Defined Fields.

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  1. Click on the Details tab, and click on New User-Defined Field.

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  1. Enter a name for the new field. Be sure that Active is checked.
  2. Click Save & Close.

If you have multiple new fields to add, you can click Save & New instead of Save & Close to repeat the steps for each new user-defined field.

How do I add configuration item categories?

  1. Hover over the menu icon in the top-left corner of your Autotask application.
  2. Move your cursor down to Admin and click Features & Settings.
  3. Expand Configuration Items, then click Configuration Item Categories.
  4. If all the configuration item categories exist, move on to How do I edit configuration item categories? If you need to add more configuration item categories, click the New button.
  5. Enter a name for the new configuration. Be sure that Active is checked.
  6. Click the Details tab. Confirm that any field where you want Auvik data to sync is set to Visible.

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  1. Click Save & Close.

How do I edit configuration item categories?

  1. Hover over the menu icon in the top-left corner of your Autotask application.
  2. Move your cursor down to Admin and click Features & Settings.
  3. Expand Configuration Items, then click Configuration Item Categories.
  4. Click the edit pencil next to the configuration item category to which you want to add user-defined fields.
  5. Click the Details tab.
  6. Under Sections & Fields, create or edit User-Defined Fields as needed. Remember to set any fields you need to “Visible” if you find them under Hidden Fields.
  7. Click Save & Close

How do I add products?

  1. Hover over the Autotask icon in the top-left corner of your Autotask application.
  2. Move your cursor down to Admin and click Features & Settings.
  3. Expand Products & Services, then click Products.
  4. Click Search. If all the products exist, move on to How do I add product categories? If you need to add more products, click the New button.
  5. Enter a name and material code for the new product.
  6. Optional: Fill in all other detail.

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  1. Click Save & Close.

If you have multiple new products to add, you can click Save & New instead of Save & Close to repeat the steps for each new product.

How do I add product categories?

  1. Hover over the Autotask icon in the top-left corner of your Autotask application.
  2. Move your cursor down to Admin and click Features & Settings.
  3. Expand Products & Services, then click Product Categories.
  4. If all the product categories exist, move on to Configure Auvik for inventory sync to Autotask. If you need to add more product categories, click the New product category button.
  5. Enter a name for the new product category.
  6. Optional: Fill in all other detail.

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  1. Click Save & Close.

If you have multiple new product categories to add, you can click Save & New instead of Save & Close to repeat the steps for each new product category.

You’re all set!

Autotask is now configured and ready to receive inventory records from Auvik. Time to get Auvik configured to sync inventory to Autotask.

 

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