Autotask Integration

You are able to export Academy Projects, Roadmaps, Services and Contracts to your Autotask PSA as Projects.

You do not have to do anything to initially set up the integration.

Each part of the tool where you are able to export you can go ahead and choose Autotask. The tool will ask your Autotask credentials to proceed.

Your email and password will be not stored for security reasons. The upside is it is secure the downside is that you have to enter your credentials every time you export an item. We suggest using a password management tool to make it easier such as LastPass or RoboForms.

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