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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.