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Autotask Integration - Filter Account Type

Integrations

Syncing customers in would be much easier if we could specify to only sync certain Account types. Autotask PSA acts as a CRM as well, so we have vendors, potential customers, previous customers, etc.

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Comments1

  • Brown Mole

    •

    Sep 25

    This would be extremely helpful in keeping the data in Hudu as clean as possible.