Autotask: bulk sync option for quote line items

We would like the ability to sync multiple products or quote line items to Autotask in a single bulk action, instead of having to trigger a sync per product individually.

Steps to reproduce current limitation:

Create or link several products in a quote.

Each product needs its own individual sync action to push to Autotask.

There is no bulk action available to sync all pending items at once.

Expected behaviour:

A bulk sync action (e.g. select multiple products/lines and sync in one go) that pushes all selected items to Autotask.

Impact:

Manually syncing large numbers of products one by one is time consuming, especially after a distributor or bundle onboarding where dozens of products need to be linked at once.

Note / risk to consider:

A bulk sync on large quantities could trigger a high volume of Autotask API calls in a short window, which risks hitting Autotask's API rate limits. Any implementation should consider batching or throttling to avoid this.

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Upvoters
Status

New

Board
πŸ’‘

Feature Request

Date

2 days ago

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