Miscellaneous

Does autotask integrate with Xero?

Does autotask integrate with Xero?

The integration will transfer invoices from the Autotask invoice history to Xero as sales orders. You can do this manually or fully automated (scheduled). The integration offers a vast amount of link settings to optimize the user experience and to influence the end result in Xero.

Does Autotask integration with Salesforce?

Autotask + Salesforce Integrations Zapier lets you send info between Autotask and Salesforce automatically—no code required. Triggers when a new company is found Note: This trigger requires webhook creation permissions.

How do I link my autotask to datto RMM?

SECURITY In Datto RMM, default security level of Administrator. In Autotask PSA, security level of API User. Refer to Permissions….How to…

  1. Log in to the Datto RMM Web Portal (current UI).
  2. Click the ComStore tab.
  3. Enter Autotask into the search bar at the top and click the Search ComStore button.

What is PSA datto?

What is a PSA? PSA stands for Professional Services Automation and is the central hub for any Managed Service Provider(MSP). A proper PSA solution integrates with critical applications that an MSP needs to run their business, providing full visibility into customers, internal operations, and profitability.

What is datto AEM?

The Datto RMM Agent is a lightweight software program installed on a device that supports Agent installation. The Agent gathers up-to-date information about the device’s health and status and communicates it to the Web Portal.

When did datto buy Autotask?

2007 in Norwalk, Connecticut, U.S. U.S. Datto is an American cybersecurity and data backup company. Founded in 2007 in Norwalk, Connecticut, in 2017 it became a subsidiary of the Vista Equity Partners and merged with Autotask Corporation.

What is RMM and PSA?

PSA. Remote monitoring and management (RMM) and professional services automation (PSA) tools are both designed to improve managed services providers’ (MSPs’) productivity and efficiency, but they achieve this in different ways.

What RMM did datto?

Going forward, the solution formerly known as Autotask Endpoint Management will be named Datto RMM instead. Datto’s PSA solution, officially known as Autotask PSA, will retain the iconic Autotask brand long associated with it.

What ports does datto RMM use?

To allow seamless connectivity to the Datto RMM Web Portal and between Agents, you must open TCP PORT 443 Outbound through your firewall.

Does datto use Splashtop?

The Splashtop Integration allows Datto RMM partners to remotely access computers using Splashtop technology. Splashtop deployment works by utilizing a server and a viewer application or, in Splashtop terms, a Streamer for the remote side and a Client for the viewing side.