Map a Workplace team to Autotask

IMPORTANT  This workflow is only available to users who configured their Autotask integration before the release of our Integrated Billing via Autotaskfeature.

SECURITY  Full Access or Team Access privileges in Workplace Manager

NAVIGATION  Teams > Create New Team or right-click team > Edit Team

BEFORE YOU BEGIN  Before you can set up any teams, you must configure your support details so your clients know how to get support. Refer to Set up your support information.


In this scenario, you create an Autotask company by transferring Workplace team information to Autotask, or linking a team to an existing Autotask company.

In both cases, in addition to the new company record Autotask will create a Recurring Service contract to allow you to bill for the Workplace services.

How to...