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Map and sync Contacts from AD or O365 with PSA

  • Sync Contacts with ConnectWise or Autotask

  • Optimistically map/link existing contact by email

  • Allow for push of new contacts into PSA from AD or O365 as the source

  • Vincent Tran
  • Jul 15 2019
  • Will not implement
  • Attach files
  • Jessica Chindemi commented
    30 Sep, 2020 08:26pm

    I hope you'll reconsider this. The integration feature Autotask released is kind of terrible. In order to deploy, it is necessary to install IIS roles and certificates on a Domain Controller and open traffic on the firewall for Autotask to connect directly to it. There are some obvious security concerns with something like this not to mention the sheer hassle of it. We have never been able to get it to work well. Currently, we're spending several hundred dollars a month on a tool that only sync's users to contacts and auto-provisions their Autotask Client Portal permissions.

    Since Liongard already has all of the information necessary to do the same task, it would be a-ma-zing if you could develop the Autotask API a little deeper to layer on this additional functionality.

  • Andrew Falkenstein commented
    22 Nov, 2019 07:10pm

    Autotask 2019.9 added an LDAP/Azure integration feature which makes this idea obsolete (at least for Autotask) it can connect via LDAP or Azure AD and pull all the contacts directly into the system as contacts.