Per Datto’s best practices for Autotask integrations, we only “refresh” the dropdowns, etc., for queues, issues, subissues, etc., every few hours. You can instruct Rocketshp to do a fresh faster if needed. Often, this is done if you are creating UDFs, creating new issues, queues, etc., to better work with Rocketship CRM Searches, etc.
- Log into Rocketship.
- Click on Autotask Connection in the top menu
- Click on Tools under the “Connection Stats” window
- Click on “Force Early Autotask Sync” in the Actions window on the right
The update may take 1-2 minutes.