Autotask Integration

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)

Set Up the Integration

 

2. New API User

New API User

 

3. Select Integration Vendor

ManagedServices Platform

Select Integration Vendor

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
Add Api User

 

 

 

Configure Autotask

Set up Integration Center

Set up Integration Center

Add API User

Add API User

Set API Tracking identifier

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