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Forcing an Autotask Cache Refresh in Rocketship

Per Datto’s best practices for Autotask integrations, we only “refresh” the dropdowns, etc., for queues, issues, subissues, etc., every few hours. You can instruct Rocketshp to do a fresh faster if needed. Often, this is done if you are creating UDFs, creating new issues, queues, etc., to better work with Rocketship CRM Searches, etc.

  1. Log into Rocketship.
  2. Click on Autotask Connection in the top menu
  3. Click on Tools under the “Connection Stats” window
  4. Click on “Force Early Autotask Sync” in the Actions window on the right

The update may take 1-2 minutes.

UPCOMING DECEMBER WEBINAR ON AUTOTASK KANBAN

In this webinar, Dustin Puryear, Autotask expert and MSP industry veteran, will show you how to set up Kanban boards in Autotask, integrate them with your workflow rules, and how to get the most out of them.

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