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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

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

Updated over a week ago


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


Select additional fields in "Fields to download" area, then click "Save mapping":
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2) Settings - Integrations - Your PSA Integration (f. e. Autotask) - Run Force Sync:
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3) Make sure sync has been finished (Settings - Integrations - Your PSA Integration - Logs):
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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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