Microsoft 365 Clients

Autotask → WiseTrack Contact Sync

Nightly, every Autotask contact is checked against its company. Active contacts at active Customer companies are added/updated in WiseTrack and tagged currentclient. Contacts at inactive or non-Customer companies lose the tag. Inactive contacts at active clients are deleted from WiseTrack, as are contacts whose Autotask Contact Type is on the "Never sync" list. Contacts the M365 sync manages are left alone. Autotask is never changed.