Onboarding client - Sync Autotask and DRMM with Hudu
- Magdalena Simanjuntak |
- 20 steps |
- 2 minutes
1
Navigate to [https://docs.utilis.support/](https://docs.utilis.support/)
2
Click this image.
3
Click this icon.
4
Click "Autotask" to sync Autotask with Hudu
5
Click "Match companies (1 unmatched)"
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Click "Create new company and match"
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Click this icon.
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Click "Refresh" to sync Autotask with Hudu
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Click "Autotask"
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Next sync DRMM with Hudu.
11
Click "Datto RMM"
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Click "Match companies (2 unmatched)"
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Click "Create new company and match"
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Click "Accept match"
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Click "Name has already been taken". Hudu is creating the client from synchronizing Autotask.
16
Go back to DRMM section
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Click "Change Match"
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Click the client's name
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The clien's name matched.
20
Synchronizing in progress.
