Configuration for Autotask API

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.