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Forcing an Autotask Full Sync in Rocketship

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.

  1. Log into Rocketship Admin
  2. Click on Account->Autotask
  3. Click on “Force Early Autotask Full Sync”

Your job is not immediate but will instead be placed into a work queue and processed. It may take several minutes or more depending on the current workload of the Sync service.

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In this webinar, Dustin Puryear, Autotask expert and MSP industry veteran, will show you how to set up Kanban boards in Autotask, integrate them with your workflow rules, and how to get the most out of them.

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