Onboarding client - Sync Autotask and DRMM with Hudu | Scribe

    Onboarding client - Sync Autotask and DRMM with Hudu

    • Magdalena Simanjuntak |
    • 20 steps |
    • 2 minutes
    • UtilisUtilis
    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)"
    6
    Click "Create new company and match"
    7
    Click this icon.
    8
    Click "Refresh" to sync Autotask with Hudu
    9
    Click "Autotask"
    10
    Next sync DRMM with Hudu.
    11
    Click "Datto RMM"
    12
    Click "Match companies (2 unmatched)"
    13
    Click "Create new company and match"
    14
    Click "Accept match"
    15
    Click "Name has already been taken". Hudu is creating the client from synchronizing Autotask.
    16
    Go back to DRMM section
    17
    Click "Change Match"
    18
    Click the client's name
    19
    The clien's name matched.
    20
    Synchronizing in progress.