PSA to Propel Your MSP Asset Mapping
Concept
Assets in the PSA normally have an associated type (Workstation, Firewall, Switch, etc.). Each type can be (but does have to be) mapped to an Asset Category in Propel Your MSP.
Example:
You can create / modify Asset Categories to better suit your own MSP specifics.
Company Company vs Account Asset Mapping Template
Two levels of mapping exist:
- Account "Master" Asset Mapping
Sidebar: PSA Integration / Asset Mapping - Each Company's individual Asset Mapping
Sidebar: Selected Company / Asset Categories / Manage Company Asset Mapping
When accessing a Company for the very first time, the Account's "Master" Asset Mapping is copied over to the Company and becomes a distinct copy (i.e. modifying the Account's Master Asset Mapping will not modify the Company's Asset Mapping and vice-versa).
The same two-level concept goes for Assets Categories as well. When first accessing a Company, the Asset Categories in use are copied over to the Company.
How to use New Account Asset Categories in a Company?
When modifying any Company's Asset Mapping, some Asset Categories may have the "Account" badge beside them. This means that this particular Asset Category does not yet have its own copy in the Company's Asset Categories. Mapping a PSA type to it will simply cause a copy to be created in the Company. From then on, it will evolve independently as all the other Company Asset Categories.
Autotask PSA Considerations
Autotask PSA has both a Configuration Item Category and a Configuration Item Type. Propel uses the Configuration Item Type when configuring the asset mapping. In the example below, the asset's Category is "Standard", but its Type is "Workstation".
Configuration of Configuration Item Types
You can configure Configuration Item Types in "Admin / Features & Settings".
Note: Some instances have renamed "Configuration Item" to another terms, like "Asset" or "Device" in their "Local Terms & Symbols" configuration
Autotask PSA's User Defined Fields
Depending on your RMM, Autotask PSA may use different fields to store asset-related information. Some may be stored in User Defined Fields and you will need to map those to the corresponding field to have it imported in Propel Your MSP.
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