Configuration for Autotask API

The Autotask Configuration is a multiple-step setup:

1- Configure an Autotask API user for use with the IDSync integration

• In the Resource Management system, add a new resource by selecting New API User
• Ensure that you select Security Level = API User (system) as shown in the example here.
• Fill-in the required fields
  • First Name
  • Last Name
  • Email Address
  • Select Primary Internet Location
• Assign a username and password... this username and password will be used in the next step of this process
  • You can have Autotask generate these using the provided buttons or you can type in your own value for both
    • Username needs to be in the format of an email address
    • Press the Generate Key which will provide the proper format and domain
    • Replace the string in front of "@" if you want something not random
• Also ensure that you select API Tracking Identifier = Innerapps - Identity Syncronizer.  This improves API support and security for Autotask.

2- Gather these settings for Autotask authentication and set them using the Configuration > Autotask section.

• Account User:  This should be set to a user ID for an API User in Autotask (note that the API User ID will be in the form of username@domain.ext).
• Account Password:  This should be set the password for the API User Account in Autotask.
• Company ID: Set to 0  (zero).

Click Next> to continue.

3- Wait for Credentials to be tested to confirm communication with Autotask's API (a confirmation pop-up will appear indicating successful authentication).

4- Set the required filters to retrieve the proper information from Autotask.

For example: usual configuration includes only Customers and Partners for Account Types to be synced:

Click Next> to continue.

5- Finally, Review the configuration you just set. Click Save when ready (or <Prev to go back and change any setting).

A confirmation pop-up will appear showing that the configuration was saved.