How to resolve incorrect customer or device mapping between Autotask and Kaseya
Topic
This article describes the procedure to fix mapping issues between Autask Autotask customers, Autotask devices, and Kaseya.
Description
If a customer or device is incorrectly mapped between Autotask and Kaseya, you must edit the Autotask organization or configuration item to resolve the problem.
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Access the Autotask Organizations, or Configuration Items search by using the Autotask menu.
- For Organizations: CRM > Search> Organizations
- For Configuration Items: CRM > Search > Configuration Items
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Search for the incorrectly-mapped item.
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In the Search Results table, right-click the Organization or ConfigurationItem and select Edit Organization or Edit Configuration Item.
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In the Edit window, click the User Defined tab. The mapped customer or device ID will appear in a user-defined field. The customer ID UDF is labeled Kaseya Customer ID. The device ID UDF is labeled Kaseya Device ID.
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Edit or clear the Kaseya UDF field and click Save & Close.
If you clear the field, the customer site or device is no longer mapped. If the customer/site or device appears again in a device discovery batch, you must remap it.
