Before starting to connect an integration, please read:

• How Hudu pulls in information from integrations
• Enabling Integrations

The Autotask integration allows you to sync over:

• Companies
• Contacts
• Locations

You will need from Autotask:

• Zone number (you can find this by looking at your Autotask URL):
• API User's Email and Password.

Make sure to test the integration for a successful connection before starting to import!

Matching

Before contacts and sites will be added into Hudu, you must have an Asset Layout for both of them already created. Make sure the Asset Layout is active. Otherwise, the Asset Layout will not be displayed in the companies.

Matching companies

Hudu's import works in two stages. First, Hudu will look for companies to match in to Hudu. We will attempt to match them with companies already in the system. Then, you will need to match companies before attempting to bring in any company information.