Importing Contracts from Autotask PSA

Lifecycle Manager allows you to import your contracts from Autotask PSA.

As an Autotask integration provides comprehensive default permissions, no additional permission updates are required to import agreements in Lifecycle Manager.

To pull Contracts from Autotask, the security role set up for the API user must have the appropriate access.  If you are using the default API User (system) security level - no changes should be required as that has full permissions.

Here’s how to make sure your Autotask API user has the right access:

  1. Open the Autotask Admin Page
  2. Navigate to RESOURCES/USERS (HR)
  3. Select the API user whose permissions you wish to confirm.
  4. In the Security section, choose Security Levels
  5. Check that the Security Level is set to API User (system)

Importing agreements from Autotask PSA

You can import agreements from PSA by following these steps on the Contracts page for a specific client:

  1. Open the Import Dialog
    1. Click Sync from PSA at the top of the Contracts page.
      Contracts_sync_from_PSA.png
  2. Review Available Agreement
    1. A window lists all new or updated agreements from the Autotask PSA account.
    2. By default, both agreements and their additions (if any) display.
  3. Select Agreements or Additions to Import
    1. Select the checkbox next to each agreement or addition you want to import.
    2. The number of selected items appears on the Sync [x] Selected Contracts button.
  4. Performing the Sync
    1. Click Sync [x] Selected Contracts to import the chosen items into Lifecycle Manager.
    2. Lifecycle Manager converts each imported agreement (and any additions) into a contract record.
  5. Read-Only Fields in imported agreements
    1. If contracts are synced from agreements in Autotask PSA, specific contract fields (status, billing cost, billing cycle) cannot be edited directly in Lifecycle Manager as the syncing is 1 way. Autotask PSA to -> Lifecycle Manager.
  6. Enabling Auto-Sync
    1. Enable the Auto-sync from PSA toggle in the import modal to have Lifecycle Manager automatically check for agreement changes every 24 hours.
    2. The Last synced timestamp at the bottom of the modal shows when the most recent sync occurred.
  7. On-Demand Sync
    1. You can initiate a manual sync at any time (Auto-sync from PSA must be toggled off) by selecting the desired agreements/additions and clicking Sync [x] Selected Contracts again.

Following these steps ensures that your Lifecycle Manager contracts stay current with any changes made in Autotask PSA.

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