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How Do I Troubleshoot Company Mapping Issues in Autotask PSA?

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Topic

How do I troubleshoot company mapping issues in Autotask PSA?

Environment

  • Autotask PSA

Description

This article discusses common company (account) mapping issues. 

Resolution

Company name is not available for mapping

Make sure the company is active in Autotask PSA:

1.  In Autotask PSA, hover over the Autotask logo, select CRM from the drop-down menu, then choose Accounts from the flyout menu.

Figure 1: The Autotask PSA menu (click to enlarge)

2. Search for the company in the Account (Name/Number) field, then toggle the company from Inactive to Active.  if the company is already active, toggle it to inactive, then back to active. 

Figure 2: The Account Search screen (click to enlarge)

Company Name list is slow to load

For companies with 500 or more contacts, the amount of data being returned can cause the Company Name list to respond slowly. 

Additional Resources


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