The Autotask Importer will bring over your data from Autotask to Syncro as historical data, and you will be able to view that information in your Syncro account.

The Autotask Importer tool will import the following:

• Customers: (Accounts) Business Name, Notes (bill to info), Address, Phone
• Sub Contacts: Name, Email, Phone, Address, Title
• Tickets: Number, Subject, Created Date
• Ticket Notes: Description, Title, Date, Creator

 IMPORTANT: 

• This tool is designed to be run on brand new accounts with little data that are starting from scratch. The Autotask Importer attempts to exact match on company name, and if no match is found, it will create duplicates. If you already have a customer database set up in Syncro, you should NOT run this tool.
• If you encounter difficulty using the Autotask Importer, there are alternatives. For Customers, see Import or Export Existing Customers. For Assets, Tickets, and Invoices, please contact Support.

Prerequisites

• You will need to enter in your Autotask credentials to import your data. Syncro does not store these credentials; they're only used for the import and will need to be entered on each import attempt.
• Be sure to turn off Customer required fields.

Import Your Data

To import your historical data from Autotask, follow these steps:

1. Navigate to Admin > RMM Settings - Migration Tools.
2. Click the Autotask tile.
3. Enter your Autotask Username and Autotask Password into the fields.
   Note: If you don't see the Username/Password fields, your Syncro account likely has enough data that this importer may create duplicates. Please contact Support for assistance.
4. Enter the API Tracking ID. See Autotask: Ticketing and Asset Tracking Integration for more information.
5. Optionally, check the box to "Include Inactive Customers."
6. Click Import Now.
7. To view the results of the import, navigate to Reports, then click View Import Results.

About the Datto RMM Mass Deploy Script

If you're using Autotask with Datto RMM, you can use a script to install the Syncro agent on your machines:

Follow these steps:

1. In Datto RMM, export your devices to CSV (be sure to include the GUID column).
2. In Syncro, upload this file on the Autotask Importer page. ("Sites" will map to “Customers.”)
3. Fix any mapping that's missing, and submit the map.
4. Syncro will output a special PowerShell script for you that you can run on every machine. This PowerShell script downloads the map file, gets the GUID from the machines registry, and installs the correct agent/customer combination on that machine silently.