Prerequisites

• Completed the Autotask integration setup guide
  https://support.getquickpass.com/hc/en-us/articles/7010184664215-Datto-Autotask-PSA-Integration-Setup-Guide

Match Autotask Customers to CyberQP Customers

1. Log in to the CyberQP dashboard:

https://admin.getquickpass.com (North American DataCenter)

https://eu-admin.getquickpass.com (European DataCentre)

https://ca.admin.cyberqp.com/login (Canadian DataCentre)

with either a primary or super technician role. 

2. Click the Integrations menu on the left hand side. 

3. In the Integrations menu click the Autotask option.

4. Click the "Match Customers" button in the top right hand side of the screen.

5. You'll now be presented with a list of Autotask companies in alphabetical order, and you'll have 2 options for matching, which are detailed below. You can also create a customer from this list.

Option 1 (Auto Match)

The line items that have a 3 star icon on them have been automatically matched, meaning, you have a customer in CyberQP that is an exact-spelling match in Autotask PSA.

A filter option has been added to allow you to easily see which cyberQP Customers have been Automatically matched.



The Match Status filter set to "Suggested Matches" will show all Kaseya (Datto) AutoTask Companies that have an exact spelling match to a CyberQP Customer (either manually created or imported from another integration).



For auto-matched accounts, you can simply click Confirm Matches to match them and then click Save.

Note: This is most useful if you had already imported your IT Glue or Hudu organizations into CyberQP.

If you made any changes to this list, you will need to select the Confirm Matches button to complete the changes you made.

Option 2 (Manual Match)

Accounts that were not auto-matched will need to be manually matched with your CyberQP Customer.

Use the Filter Options along the top to show Autotask Companies that didn't have an exact spelling match to a CyberQP Customer.

The Match Status filter set to "All" will show all Autotask Companies regardless of if they have an Automatic match. 

The Match Status filter set to "Unmatched" will show all Autotask Companies that do NOT have an exact spelling match to a CyberQP Customer (either manually created or imported from another integration), and are not already matched to an existing CyberQP Customer.

• You can see all CyberQP customers (matched and unmatched), except those in a many-to-many relationship.

• Use the new Matched Status dropdown to filter CyberQP customers:

  • Unmatched (default)

  • Matched

  • All

• A company already part of a 1-to-many match cannot be linked to another company.

The Match Status filter set to "Matched" will show all Autotask Companies that you have modified the matching status for on this screen.

1. Click the box to Match with CyberQP Customer.

2. Select the appropriate CyberQP customer and then click Select.

3. The Autotask company is now matched to the correct CyberQP customer. Click Save at the top right to save your match.

Option 3 (Create CyberQP Customers)

1. You also have the option of creating new customers in CyberQP, based on your existing Companies in Autotask. For this, simply check the box next to the customers you'd like to import, then click Save.

2. The new CyberQP customer is created and linked to Autotask. 

3. In the Customers screen you will now see a Autotask logo the Integrations column for any Autotask-linked customer. 

Edit Options in Customers Page

The Customers page now supports editing matched rows:

• Hover over a matched row to reveal edit icons for both PSA integration and CyberQP sides.

• If the match is 1-to-1, both sides support multi-select.

• If the match is 1-to-many, the “1” side can only switch the single mapping, while the “many” side allows adding/removing companies.

Next Steps

• Match Autotask Contacts with CyberQP End-User Accounts: 
  https://support.getquickpass.com/hc/en-us/articles/9099550181655-Match-Autotask-Contacts-with-Quickpass-Accounts