Connect and Map

To make a connection and map accounts, follow these steps:

1. Within the Arcserve Partner Portal select PSA Integration and enter the AutoTask username and password.
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2. Under the Mappings tab, link the necessary AutoTask accounts to your Arcserve account with a simple drag-and-drop, then select Yes to confirm.
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3. Add the mapping for specific Arcserve products to the appropriate AutoTask contract, then select Add Mapping.
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4. Use the filter option to simplify the process of mapping Arcserve products to a contract.
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5. Configuration of the Billing Model and the Sync schedule is done in the Settings Tab.
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6. The dashboard provides an overview for billable products, mapped/unmapped accounts, account activity, and the ability to force an account sync.
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