Autotask Integration
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      Autotask Integration

      Connect Autotask PSA to Humanize IT to sync: - Accounts - Contacts - Opportunities - Projects - Configuration Items -Tickets

      Requirements

      To complete this setup, you must have:

      Requirement Where Notes
      Autotask Administrator permissions Autotask Required to create API users & assign permissions
      Dedicated API-Only User Autotask Must create a security level
      API Tracking Identifier Autotask Choose Humanize IT (or “Other” → Humanize IT if not listed)
      Autotask Zone URL Autotask Needed to connect Humanize IT to the correct region

      Step 1 — Create a copy of the API-User Security Level

      The default API-User level does not allow Webhooks, which are required for the Humanize IT integration.

      • Under Admin, navigate to
        • Extensions & Integrations
        • Other Extensions & Tools
        • Integration Center
        • then click Security Levels
      • Click on the menu for API User (system)
      • Select Copy

      • Provide a Name

      • On the Admin section, click No Permission
      • Expand the Other section
        • Scroll down to Webhooks
          • Enable Can create Webhooks
          • Set Maximum number of Webhooks to 12
      • Click the button for Save & Close

      Step 2 — Create an API-Only User in Autotask

      • In Autotask, go to:
        > Admin → Account Settings & Users → Resources/Users
         Click +  New API User

        - Or - 
        Set Up the Integration
         Complete the required fields:

      • First Name: HumanizeIT

      • Last Name: API

      • Email: a group/shared address preferred

      • Set the Security Level to:
        • the name of the Security level you created in Step 1
      • Select a Primary Internal Location

      If prompted, 🚫 Do not allow UI/Web login

      Under API Tracking Identifier:

      • Choose Managed Services Platform

      - Or -

      Set API Tracking identifier

      • Generate API Credentials:

        • Copy Username

        • Generate and copy the API Secret

      ⚠️ Save these in a password manager — you will not be able to view the Secret again after leaving this screen.

      Step 3 - Enter API credentials in Humanize IT

      • Log in to HIT - https://app.managedservicesplatform.com/login
      • Navigate to Integrations - https://app.managedservicesplatform.com/mycompany/integrations
      • Select Autotask from the menu
      • Edit the Autotask API Key module
      • Enter your Username and Password (Secret) from Autotask
      • Enter the zone URL for your company
      • Click Test
        • It should return a confirmation of companies found
      • Click Save

      Project Sync Settings

      • Enter default users for Projects and Opportunities
      • After you have tested your workflows, you can come back to this screen to adjust the Global sync setting.  Leave OFF until you have tested.

      Asset Field Mapping

      • After you test Asset Sync, you may want to adjust field mappings between your Autotask instance and HIT Asset Fields.