Once enabled, this integration does two things:
- Perform an initial import of all contacts
- Sync every 24 hours, adding any new contacts, and updating any changed contacts
Simplesat currently syncs the following fields:
- Account Active Status -
- Account Type -
- Classification -
- Contact Active Status -
- Primary Contact -
- Survey Opt Out Status -
How to setup
Head over to Integrations and choose the Sync Autotask contacts option.
Authenticate with your Autotask credentials, then click Enable Customer Sync.
After you enable the sync, Simplesat will begin importing contacts. You can leave the page logout of your account; Simplesat will continue to import in the background.
Note: Imports may take several hours at peak times and depending on the number of contacts in your system.
❗ If you're unable to authenticate, or if customers aren't importing, you may need to change the permissions of the connecting account.
Viewing imported contacts
To check if a contacts in your Simplesat account, go to the Customers section.
You can search for a customer by name or email address.
You can view the synced details in the customer's sidebar: