Integrate Cloudmore with Datto Autotask

Once you’ve set up your Cloudmore broker account and exported the Datto Autotask companies to Cloudmore organizations, you can add the Datto Autotask service from our E-store that will automatically enable the integration.

Important: Before you proceed with the integration, ensure that you’ve disabled any other third-party integration settings you’d previously enabled for billing sync.

Add a user defined field in Autotask

You need to first add a user defined field to the contract, so that Cloudmore can store the CSP or Azure Subscription identifier to the contract which will enable the broker to match a subscription in Cloudmore to a contract in Autotask.

1. Log into your Autotask portal.

2. Click Menu > Admin > Features & Settings > Application-wide (Shared) Features > User-Defined Fields > Contracts (TAB)

3. In the Name field, type "Subscription ID".

4. In the Description field, type "Subscription ID".

5. Click Save & Close.

Add the Datto-Autotask Service in Cloudmore

  1. Login to the Cloudmore broker account.

  2. Click Marketplace on the left navigation pane.

  3. Search for Datto Autotask and click on the listing.

  4. In the Service details page, click Add Service.

  5. To generate API Username and API Secret:

    • Login to your Datto Autotask account.
    • Create an API User account and retrieve the API username and secret available under CREDENTIALS from the Add API User screen.(Refer to the steps here). When selecting the Integration Vendor, select “Cloudmore – CSP Automation".
   6. To generate Service Billing Code ID and Service Level Agreement ID:
    •  Access the Autotask REST API Explorer homepage.
    • Click Show Credentials.
    • Enter the credentials of the API user account.
    • Click Save.
    • Click Explore.

    • Select Contracts under API Entity.

    • Note the Service Level Agreement ID value from the from the serviceLevelAgreementID row.

    • Select BillingCodes under API Entity.

    • Select the Billing Code value for the applicable contract with either of the following user type: Recurring Contract Service Code. 

7. If you’re using Microsfoft Azure service as well, you need to enter the Product Billing Code ID in the requested field. To obtain the iD:

  • Access the Autotask REST API Explorer homepage.

  • Click Show Credentials.

  • Enter the credentials of the API user account.

  • Click Save.

  • Click Explore.

  • Select BillingCodes under API Entity.

  • Click the Query/Count tab.

  • Under Field, select Active and type True under Value. Click Add filter.

  • Review the Use Type column and identify lines with Material Cost Code or Product as use types. Select any Product Billing Code ID for the identified lines.

8. After you’ve completed all the necessary fields in the Cloudmore page, click Sign Agreement after completing all the fields.

View the Billing Information in Autotask

Once you add the service the integration is enabled and the billing data will be exported to Autotask every 24 hours if a new bill is generated. To view the billing information:

  1. Navigate to your Autotask partner account.

  2. For Microsoft CSP, you can see contracts created for each service, while for Microsoft Azure, you will see one billing line that includes the total consumption and costs of the Azure services used.

Service

Billing information in Autotask

Microsoft CSP

  • Click the Microsoft O365 contract.

  • Click Services on the left navigation menu.

  • View the billing for the applicable contract.

Microsoft Azure

  • Click the Microsoft Azure contract.

  • Click Charges on the left navigation menu.

  • View the consolidated billing of total consumption and costs of the Azure services used.

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