Autotask PSA: Field Mapping

User/Resource Fields: Users on synced projects are are automatically associated across the systems by their email address. Once the association is established, then the following fields are exchanged across the systems.

Moovila	Autotask	Notes
First Name	First Name	Syncs from Autotask into Moovila
Last Name	Last Name	Syncs from Autotask into Moovila
Email Address	Email Address	Syncs from Autotask into Moovila
Title	Title	Syncs from Autotask into Moovila

Project: Projects are associated across systems via their unique identifiers.

Moovila	Autotask	Notes
Name	Name
Description	Description
Reference Number	Project Number	Syncs from Autotask into Moovila
Status	Status	Requires mapping
Start Date	Start Date
Due Date	End Date
Owner	Project Lead
Customer	Account

Project Phase:

Moovila	Autotask	Notes
Name	Name
Description	Description

Task:  Moovila and Autotask Tasks are bi-directionally synced across the systems. 

Moovila	Autotask	Notes
Name	Title
Description	Description
Reference Number	Task Number
Status	Status	Requires mapping
Priority	Priority	Requires mapping
Task Owner	Primary Resource
Default Work Type	Work Type	Department and Role will be set based on Resource/User default configuration
Work Estimate	Estimated (h)
Start Date	Start Date
Due Date	End Date

Time: Moovila and Autotask Time are bi-directionally synced across the systems. 

Moovila	Autotask	Notes
Effective Date	Date Worked
Clock In	Start Date/Time
Clock Out	End Date/Time
Total Time	Hours Worked
Billable Hours	Hours to Bill
Notes	Summary Notes	If a note is not provided in Moovila, "No notes provided in time entry from Moovila" will be the entry.
Billable/Non-Billable	Is Non-Billable	Billable/Not-Billable Status is based on the Work Type configuration in Autotask.
Work Type	Work Type
User	Resource

Project and Task Notes: 

Moovila	Autotask	Notes
Note	Note Body
N/A	Title	“Title” is required in Autotask. Notes created in Moovila will apply the following text for title:​ Project Note: “Project Note from Moovila” ​ Task Note: “Task Note from Moovila”
Note Category	Note Type	Requires mapping for default Note Type, as it cannot be blank in Autotask.
Note Visibility	Publish
Creator	Resource

Moovila Task Scheduled Event / Autotask Service Calls: Moovila and Autotask project-related schedule entries are bi-directionally synced across the systems. See below for considerations around this data mapping.​

Moovila	Autotask	Notes
Resource (User)	Resources	*Autotask can have multiple resources and tasks assigned to one service call. These can be created as individual schedule events in Moovila and tied to the single service call in Autotask.
Schedule Start Date	Start Date
Schedule Start Time	Start Time
Schedule Due Date	End Date
Schedule Due Time	End Time
Duration	Hours
Status	Status
Description	Description

Considerations​

• In Autotask, a single service call can be linked to multiple tickets and/or resources. When this occurs, Moovila creates individual schedule items for each associated ticket and/or resource.​
• The Autotask integration automatically consolidates these items during updates to ensure that only one unified service call remains in Autotask.​
  Note: Because these items are consolidated, changes made in Moovila — such as updates to the appointment name or description, or scheduled time — will affect the corresponding master service call in Autotask, and therefore all associated tickets and resources upon the next sync back into Moovila.​
• The standard business rules will apply for who can be added to a service call (and added as a secondary resource on the task to be allowed service call association). For example, the user must be on the department that is associated to the task.