We are excited to announce that both the ConnectWise and the Autotask Usage Sync Integrations have been upgraded with a product mapping enhancement.
The new enhancement allows you to...
- Search for and decide which PSA products/services each Sophos product should be using when syncing the daily usage counts
- Ensure future product description/name changes in the PSA would not affect the Sophos product to PSA product/service mapping
- Ensure future product name changes from Sophos would not affect the Sophos product to PSA product mapping
- Ability to create/edit a new PSA product/service for a mapped Sophos product
- Decide whether a specific Sophos product should be synced to the PSA (in case of bundling products into branded offerings)
- Decide which attribute (for example, Service/Material Code) in the PSA should be assigned to each Sophos product, to allow proper accounting in the PSA and help with revenue recognition (before this enhancement we used to create products automatically in the PSA with a default value assigned "SaaS" to all the products)
Please review this Reprise guide for details on how to take advantage of the new capabilities -