Autotask - Connect Mailprotector Customer New or Existing

Autotask: Connect your Customer New Customer:

  1. Mailprotector Management Panel – Navigate to Customers tab in right navigation.

  2. Click ‘Add Customer

  3. Beginning typing the name of the company in the ‘Import from Autotask’ search bar.

  4. Select the Company from the list of results

  5. You will see the Details populate to the Mailprotector Settings fields as they exist on your Autotask console.

  6. Use the ‘Autotask contract’ drop down to select your contract type.

  7. Enter any additional information or modify the detail on this page and click Add.

  8. See the video below for a quick demo of this process.

Video - How to add New Mailprotector Customer with Autotask (no audio)

 

 

Existing Customer (already in your list of Mailprotector customers):

  1. Mailprotector Management Console – Navigate to Customers tab in right navigation.

  2. Click the Customer you wish to connect to Autotask.

  3. Click Settings in right navigation.

  4. Click Autotask tab.

  5. Begin typing company information in the search bar.

  6. Select the Company to connect to (Autotask).

  7. Use the ‘Autotask contract’ drop down to select your contract type.

  8. See the video below for a quick demo of this process.

 

Video - How to add Existing Mailprotector Customer (no audio)

 

Have more questions? Submit a request

Comments