Quick tutorial: How to enable warranty date information to copy from Automate to Manage/Autotask

Posted on August 27, 2018

In the excitement of getting the feature available, I forgot that not everyone knows how to set up asset sync properly. So, here’s a quick tutorial on how to sync the warranty information from Autoamte to your PSA.

1. Go to Dashboard\Config\Integrations\Warranty Looker Upper and check the box to “Copy Warranty Data To Computers Table”. Save.
2. Open up the Manage Integration or Autotask Integration plugin from Automate.
3. Go to the Field Mapping section and the Device API Field Mapping tab.
4. For Purchase Date, select Computer.Asset.TagDate from the Automate Field drop down.
5. For WarrantyExpiration, choose Computer.ASset.WarrantyEndDate from the Automate Field.
6. Click Save.
7. Either wait for the automatic asset sync to happen, or go to the Asset Sync section and initiate a sync. Warranty information should then be available in your PSA.

As always, enjoy and thanks for the feedback from those the requested information on how to do this!

Thanks,

Tim

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