You are able to export Academy Projects, Roadmaps, Services and Contracts to your Autotask PSA as Projects.
Set Up the Integration
Login to your Autotask Profile
1. Admin > Resources (Users)
2. New API User
3. Select Integration Vendor
ManagedServices Platform
Please note that the list might appear if you click outside of Autotask list (known issue for Autotask)
4. Add Api User
Generate the API user in Autotask
- Generate Username
- Generate Password
- Grab the link from the url
Complete the integration in Managed Services Platform
Profile > Integrations > Select the Autotask Tab
Enter
- Username
- Password
- URL
Configure Autotask
Set up Integration Center
Add API User
Set API Tracking identifier
The mapping is the following:
Academy Process:
- a Vendor (ReframeYourClients, Sea-Level Operations, etc.) will be an Autotask Project in your own account
- a process will be a Project Milestone
- a todolist will be a Project Milestone
- a todo will be a Project Ticket
Academy Roadmap:
- a Vendor (ReframeYourClients, Sea-Level Operations, etc.) will be an Autotask Project in your own account
- a roadmap will be a Project Milestone
- a section will be a Project Milestone
- a course will be a Project Ticket
Service:
- you have to select a client first
- a Service will be a Project
- a Service Delivery Task List will be a Project Milestone
- a Service Delivery Task will be a Project Ticket
Contract:
- you have to select a client first
- a Contract will be a Project
- a Service will be a Project Milestone
- a Service Delivery Task List will be a Project Milestone
- a Service Delivery Task will be a Project Ticket