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Mapping CRM industries to Autotask Market Segments

2 min read · Updated Jul 18, 2026
Note
Autotask workspaces only
Market Segments are an Autotask concept — ConnectWise has no equivalent picklist, so ConnectWise workspaces don't see this section anywhere (not in the wizard, not in the Manage drawer), and company industries simply stay as Current stores them. There is nothing to configure.

Company industries in Current often arrive as free-text labels — from a HubSpot import, or typed in by hand — like "Computer Software" or "Hospital & Health Care." Autotask, on the other hand, only accepts a company's Market Segment from its own fixed picklist (Government, Healthcare, Manufacturing, and whatever else your Autotask instance defines). Those two vocabularies rarely match word for word, so when Current pushes a company to Autotask, an unmapped industry is skipped with a warning instead of guessed at. Industry mapping is where you tell Current which of your industries corresponds to which live Autotask segment.

Where it lives

This mapping is treated as an Autotask setting, so it sits inside the Autotask connection rather than as its own tile.

  1. 1
    Open Integrations
    Go to Integrations from the sidebar.
  2. 2
    Manage the Autotask connection
    Click Manage on the Autotask card to open its settings drawer.
  3. 3
    Find Industry → Market Segment mapping
    Scroll to that section — it shows a live count of how many of your industries are mapped, and how many still need attention.
  4. 4
    Click Manage mapping
    This opens the editor: every distinct industry in your company records, how many companies carry it, and a dropdown of your Autotask Market Segments to map it to.
Note
Sales leadership only
This mapping is visible to tenant admins and sales leadership (sales managers, or anyone with sales-manager-level CRM access) — not to individual account executives. Because it reads and writes CRM data, it needs CRM access.
Note
Also offered in the setup wizard
A brand-new workspace can do this same mapping without leaving onboarding: the setup wizard's Mapping & noise step offers it right after Autotask connects. It needs CRM access, so if whoever is running setup doesn't have it, the wizard says so and lets you defer the mapping to Integrations here later. See "Your first 15 minutes: the setup wizard".

The unmapped worklist

Any industry without a mapped segment shows a warning right in its row: companies carrying that industry won't send a segment to Autotask until it's mapped. The editor's own subtitle calls this out directly — the unmapped rows are your worklist. Use Suggest mappings to have Current fuzzy-match your industry labels against your live Autotask segment names; it only fills in rows that are still unmapped, so it never overwrites a mapping you've already reviewed and saved.

Refresh Autotask list

Autotask's Market Segment list is authoritative — Current never creates a segment on your behalf. If the segment you need doesn't exist yet, add it in Autotask (Admin → Application-wide (Shared) Features → Market Segment) and then click Refresh Autotask list in the editor to pull the updated list without reopening the page.

Saving triggers a queued push

Saving only writes the mappings you actually changed. If any of your companies are already synced to Autotask and carry a newly-mapped industry, Current automatically queues them to push their Market Segment on the next normal sync — you'll see a toast telling you how many companies were queued. New pushes going forward use the mapping immediately, so there's nothing further to do once it's saved.

Tip
Mapping doesn't push instantly
Saving queues the affected companies for the regular sync cycle rather than calling Autotask on the spot — if you need to confirm a specific company updated, check its sync status a few minutes after saving.
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