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How to enable new fields in PSA Integration for Assets or Contacts
How to enable new fields in PSA Integration for Assets or Contacts
Updated over a month ago

Here are steps to enable new fields for Configurations and Contacts, including custom ones, and bring them to your report

1. Settings - Integrations - Your PSA Integration (f. e. Autotask) - Configurations or Contacts


Select additional fields in "Fields to download" area, then click "Save mapping":


2. Settings - Integrations - Your PSA Integration (f. e. Autotask) - Run Force Sync:


3. Make sure sync has been finished (Settings - Integrations - Your PSA Integration - Logs):


4. Make New version of your Report (to bring new columns with data):


5. Click "Columns" option under "Assets" / "Contacts" Tab in report and setup new fields for Build / Display / Presentation mode:

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