Autotask Integration

Set Up the Integration

Login to your Autotask Profile

1. Admin > Resources (Users)

2. New API User

3. Select Integration Vendor

Managed Services Platform

4. Add Api User

Generate the API user in Autotask

• Generate Username
• Generate Password
• Grab the link from the url

Complete the integration in Managed Services Platform

Profile > Integrations > Select the Autotask Tab

Enter

• Username
• Password
• URL

Configure Autotask

Set up Integration Center

Add API User

Set API Tracking identifier