LogoLogo
Submit a request
  • How Can We Help?
  • 📈Getting Started
    • Introduction to Alternative Payments
      • Alternative Payments Introduction
      • Why Alternative Payments
      • Submitting Product Feature Requests
      • Does Alternative Payments charge end-customers?
      • How to save up to 10 hours weekly with auto-reconciliation
      • Countries Supported
    • Account set up & configuration
      • Getting Started on Alternative Payments
      • Getting my Customers Started on Alternative Payments
      • Custom Billing Links
      • Best Practices when transitioning to Alternative Payments
      • Recording Check Payments
      • 6 helpful tips for faster payments
      • White-labeling your Payments Portal
    • 5 Best Practices to Set Up Your Account
      • How to White-label Your Portal
      • Setting Up Automatic Email Notifications
      • Setting up Auto-Pay
      • How to Navigate Insights
  • 💰Payments & Invoicing
    • Managing Customers
      • Adding New Customers
      • Editing Customers
      • Approving Customers
      • Create Customer Tags
      • Customer Impersonation
    • Payments and Payouts
      • How customers can make invoice payments
      • Making a partial invoice payment
      • Scheduling Invoice Payments
      • How to share your billing link with customers
      • Payment and Payout Report Downloads
      • ACH Chargebacks
      • Reducing Chargebacks
      • Credit Card Disputes Best Practices
      • Payout Transaction IDs
      • Issuing Refunds
    • Managing Invoices
      • Creating an Invoice
      • Archiving Invoices
    • Payments Methods
      • Customer Payment Methods
      • Managing Payment Methods
      • Our Flexible Payment Options
    • BNPL (Pay in Installments)
      • Pay in Installments Overview
      • Pay in Installments Terms
      • Pay in Installments Benefits
  • ⚙️Automations
    • Email Notifications & Reminders
      • Automatic Email Notifications
      • Automated Invoice Summaries
      • Creating Custom Email Templates
      • Tracking Email Notifications
    • Setting up Auto-Pay
      • Setting up Auto-Pay
      • Auto-Pay Permissions
      • Invoice Creation Date Auto-Pay Rules
      • Agreements-Based Auto-pay Rules
      • Billing Terms Auto-Pay Rules
    • Using Auto-charge
      • Auto-Charge Vs. Auto-Pay
      • Auto-Charge Overview
      • Batch Charging Invoices
    • Collections Assist
      • Collections Assist Overview
      • Collections Assist Best Practices
    • Insights
      • Insights Overview
  • 🔗Integrations
    • Getting Started
      • Supported Integrations
      • Differences Between Integrations?
      • Dual Integrations
    • Accounting Integration Guides
      • Quickbooks Desktop
        • Quickbooks Desktop Reconciliation
      • Quickbooks Online
        • Quickbooks Online Reconciliation
        • Recurring agreements-based Auto-Pay with QBO
        • QBO Credit Card Fee Reconciliation
        • How to disable Quickbooks Online Payments
      • Sage Intacct
      • FreshBooks
      • Microsoft Dynamics 365 Business Central
      • Zoho Books
      • Oracle NetSuite
      • Xero
        • Xero Reconciliation
    • PSA Integration Guides
      • HaloPSA
        • HaloPSA Integration Set-Up Guide
      • ConnectWise
        • Why has my invoice not synced in from ConnectWise?
      • Autotask
        • Creating User-Defined Fields
      • SuperOps
    • Quoting Integration Guides
      • Quoter Integration Set-Up Guide
      • CPQ Integration Set-Up Guide
      • QuoteWerks Integration Set-Up Guide
    • Telecom/VOIP Integration Guides
      • Datagate Integration
  • 📐Preferences
    • Customization
      • Customizing Your Help Page
      • Managing Credit Card Fees
      • Multiple Partner Dashboards with One Login
      • Managing Email Notifications
      • Custom Payment Link for Quotes
    • User Roles and Team
      • Adding and Removing Team Members
      • User Roles
      • Enabling MFA
      • New Login Experience
  • ❓End-Customer FAQs
    • End-Customer FAQs
      • Paying an Invoice via Guest Checkout
      • Logging into Your Vendor’s Payment Portal
      • Making Invoice Payments
      • Enrolling into Auto-Pay
      • Enabling Multi-Factor Authentication (MFA)
      • Inviting Other Team Members
      • Managing My Payment Methods
      • Managing Multiple Accounts
      • Disabling Email Notifications
      • Paying an Invoice in Installments
      • Paying an Unavailable Invoice
      • Downloading Itemized Invoices
Powered by GitBook

Who We Are

  • About Alternative Payments
  • For MSPs
  • For Business Services

What We Offer

  • Features
  • Pricing
  • Customer Stories

Support

  • Knowledge Base
  • Other Resources

Contact Us

  • Contact Us
  • Email Us
  • Submit a Ticket

©2025 Alternative. All rights reserved.

On this page
  • How to Create a UDF in Autotask
  • Assigning UDFs to Contacts in Autotask
  • Updating Your Integration Preferences

Was this helpful?

  1. Integrations
  2. PSA Integration Guides
  3. Autotask

Creating User-Defined Fields

Ensure only relevant contacts are synced from Autotask by setting up User-Defined Fields (UDFs).


To effectively sync in relevant contacts from Autotask, partners must set up User-Defined Fields (UDFs) within their Autotask instance. This step is crucial because the Autotask API does not support filtering by billing contacts directly, meaning that all customer contacts are imported

If you wish to sync only billing/relevant contacts to Alternative Payments, creating UDFs is the only way to identify and filter these specific contacts. By setting up and using UDFs, you can ensure that only relevant billing contacts are synced, streamlining your data and avoiding unnecessary imports.


How to Create a UDF in Autotask

Follow the steps below within Autotask to create a UDF:

  1. Select the main menu at the top left corner of the screen > "Admin" > "Application-Wide (Shared) Features" > "User-Defined Fields"

  2. Select "Contacts" and then click "+ New"

    • Name: Billing Contact or Billing UDF (Note: You can choose to name it as you see fit. We recommend including UDF in the naming convention to easily identify this field within the relevant contacts + within the Alternative Payments filters)

    • Description: Blank

    • Required: Blank

    • Sort order: 1

    • Field Type: Text (Single Line)

    • Default value: Blank

    • Active: Yes

  3. Search an account > select "Contacts" from within the account > Click on the contact name that is the billing contact

  4. Select "Edit"

  5. Scroll down to "User-Defined Fields" and update "Billing contact" to "Yes"


Assigning UDFs to Contacts in Autotask

Once you are done setting up your UDF, assign the UDF to the appropriate contacts in Autotask. Here's how you can do this:

  1. Search for the Account: In Autotask, search for the account that contains the contacts you want to sync.

  2. Select "Contacts": Within the account details, click on the "Contacts" section.

  3. Select the Contact: Find and click on the contact name that serves as the billing contact for this account.

  1. Edit the Contact: Click on the "Edit" button to modify the contact details.

  1. Update User-Defined Fields: Scroll down to the User-Defined Fields section. Here, you’ll need to set the Billing Contact field to Yes (Please note - It is Case Sensitive) This process ensures that the contact is correctly associated with the UDF, designating them as the billing contact for the account. As a result, the contact will be synced to Alternative Payments as a user contact, granting them access to your branded customer portal.

Once the UDF is assigned, the contact will be included in the sync process based on the defined settings. Similarly, you could follow the same process to update the UDF contacts within other accounts as well.


Updating Your Integration Preferences

If you connected Autotask without creating the UDF and all contacts associated with the company have synced in, take the following steps after creating the UDF and associating the appropriate contacts:

  1. Go back into the Alternative Payments dashboard and select Integrations. Disconnect Autotask then proceed to reconnect.

  2. When you get to filters, apply the appropriate filters and search for the UDF just created and make sure to enter in “Yes” exactly as it was entered in Autotask as it is case sensitive.

PreviousAutotaskNextSuperOps

Last updated 1 month ago

Was this helpful?

Connect with your Customer Success Manager or reach out to to have our team remove any previously synced in billing contacts that should not be in the system after the UDF update.

Love our platform? Rate us on and check out our !

🔗
customersuccess@alternativepayments.io
Channel Program
Referral Program page