Field Nation + Autotask PSA Workflow & Integration Specialist

Posted last month

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

Field Nation ↔ Autotask integration specialist (20 hours, must have used Field Nation's Autotask connector middleware for integration before) We're an MSP running Autotask (PSA) and dispatching field technicians through Field Nation. Using Field Nation's prebuilt Autotask connector, I've already got it creating an Autotask ticket when a Field Nation work order is created, and updating that ticket when the work order changes. What I'm looking for is someone who's done this specific integration before and can take us the rest of the way. Two things I need help with: 1. Finishing the configuration — mapping all the data we want to see flow into Autotask (we're partway there), and getting the field mappings/defaults right. 2. Strategy — I don't want to just make our current process work and miss the bigger picture. I want someone who can look at what we have, understand our business goals, and advise on the best way for these two systems to work together (one-way vs. bidirectional, which fields, avoiding sync loops, what's worth automating vs. not). I plan to buy 20 hours to accomplish the following: a review of our current setup, a best-practices recommendation tied to our goals, hands-on help completing the mappings and direction design, and ideally a short written runbook so we can replicate it in production. To apply, please tell me: - Where you've configured Field Nation's prebuilt Autotask connector specifically (not just Autotask's API or a generic iPaaS tool) — which client/use case, and what you mapped. Screenshots or a reference are a plus. - How you handle setting static/default values on created tickets (e.g., AccountID, Queue, Status, Priority). - How you approach bidirectional sync without creating update loops. - Your availability and time zone. Process: I'd like a short intro call first to understand the work you've done and confirm fit. If I'm confident in your experience, we'll move forward with a block of hours. More hours may be approved depending on results.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Expert
    Experience Level
  • $75.00

    -

    $100.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Implementation
Solution Architecture Consultation
Activity on this job
  • Proposals:10 to 15
  • Last viewed by client:2 weeks ago
  • Hires:
    2
  • Interviewing:
    5
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since May 30, 2025
  • USA
    Scottsdale2:40 AM
  • $6.6K total spent
    5 hires, 1 active
  • 91 hours
  • Tech & IT
    Mid-sized company (10-99 people)

Explore similar jobs on Upwork

Salesforce Solution ArchitectFixed-price‐ Posted 1 month ago
Salesforce App Development
Salesforce Service Cloud
Salesforce Sales Cloud
Cloud Computing
Cloud Computing
TOGAF

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo