AteraSync

The module synchronizes Atera customers and devices into Dolibarr, stores the data locally for better performance, and links Atera customers to Dolibarr third parties.

Atera Sync helps support and IT teams quickly identify whether a customer is managed in Atera, view linked devices, check device availability, and access useful information from customer records and tickets.

Main features

• Synchronization of Atera customers and devices into Dolibarr.
• Local data storage to avoid slow API calls on customer and ticket pages.
• Automatic customer linking using the Dolibarr customer code.
• Manual and assisted customer linking.
• Customer creation in Atera directly from a Dolibarr third party.
• Device visibility inside Dolibarr third-party records.
• Atera status indicator directly on Dolibarr tickets.
• Detailed Atera tab on tickets with device information.
• Device dashboard with online, offline and last contact indicators.
• Customer dashboard with linked customers, unlinked customers, duplicates and customers without devices.
• Bulk linking tools for large customer databases.
• Secure Atera customer deletion through the API.
• API diagnostics in case of synchronization or deletion errors.
• Scheduled synchronization through Dolibarr CRON.

Benefits

• Centralized visibility of the Atera device fleet inside Dolibarr.
• Faster support handling without switching between tools.
• Clear identification of customers equipped with Atera.
• Quick access to device status from tickets and customer records.
• Reduced manual linking thanks to customer-code matching.
• Improved data consistency between Atera and Dolibarr.
• Better daily visibility for teams without direct Atera access.

Documentation
Démo : https://doli.icidsi.com