Autotask service bundle sync

Sync service bundles from Autotask to Kaseya Quote Manager

Eliminate the hassle of manually recreating service bundles in Kaseya Quote Manager by syncing them directly from Autotask. This feature ensures your service bundles, complete with SKUs, flow seamlessly into Kaseya Quote Manager quotes and back to Autotask opportunities as a single, invoice-ready line item. Simplify quoting and improve accuracy with automatic bundle syncing across platforms. The following service bundle details will sync from Autotask to Kaseya Quote Manager:

• Service Bundle Title

• MPN

• Unit Price

NOTE  Discounted Service Bundle pricing in Autotask does not sync to Kaseya Quote Manager.

The importer runs every six minutes for newly created service bundles in Autotask. The importer checks for service bundles that have been deleted in Autotask, once a day.

Service bundle syncing is one-way from Autotask to Kaseya Quote Manager only.