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To configure the Identity Syncronizer Autotask connector click on the "Autotask" tab in the Identity Syncronizer Management Studio.

  • The Database connection settings on this screen should already be populated with the data that you entered in a prior installation step. 
  • Account ID should be configured to indicate whether IDSync should use the UPN, Email Address, or the SAM account when generating new client portal account names.
  • AD Admin User and AD Admin Password should be entered to enable the system to write necessary configuration data to the active directory.


Click on the Add button to display the API configuration.



  • Autotask Admin ID: Should be set to an administrative user ID for the PSA's Autotask
  • Autotask Password: Should be set to the administrative user's password
  • Company ID: Should be set to the PSA's Customer's Company ID
  • Client Portal Enabled: Should be checked to indicate that you wish IDSync to be capable of enabling users for Client Portal Access.


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