ALERT: Datto Drive Cloud service will no longer be available as of July 1, 2019. For more information, see our end-of-life article. If you'd like to migrate your data to Datto Workplace, see our migration guide.
To learn how to download your Datto Drive Cloud data, please visit this article.

Datto Autotask PSA: How to Resolve Incorrect Customer or Device Mapping between Autotask and Kaseya

Follow

Topic

If at any point a Customer or Device becomes incorrectly mapped between Autotask and Kaseya, you must edit the Autotask company or configuration item to resolve the problem. This article describes the steps to do so.

Environment

  • Datto Autotask PSA

Description

To change or un-map a customer or device mapping:

  1. Access the Autotask Companies, or Configuration Items search by using the Autotask menu.
    1. For Company: CRM Search Companies
    2. For Configuration Items: CRM Search Configuration Items
  2. Search for the incorrectly-mapped item.
  3. In the Search Results grid, right-click the Company or Configuration Item and select Edit Company or Edit Configuration Item.
  4. In the Edit Company or Edit Configuration Item window, click the User Defined tab.
    The Customer ID or Device ID mapped to the Company or Configuration Item will appear in a user-defined field.
    1. The Customer ID UDF is labeled Kaseya Customer ID.
    2. The Device ID UDF is labeled Kaseya Device ID.
  5. Edit or clear the Kaseya UDF field and click Save & Close.
    If you clear the field, the customer/site or device is no longer mapped. If the customer/site or device appears again in a device discovery batch, you must remap it.

mceclip0.pngFigure 1: Edit company (click to enlarge)


Was this article helpful?

0 out of 0 found this helpful

You must sign in before voting on this article.

Want to talk about it? Have a feature request?

Head on over to our Community Forum or get live help.