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)

 

2. New API User

 

3. Select Integration Vendor

Reframeyourclients - 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
Image 2020-06-09 at 10.19.34

 

 

 

Configure Autotask

Set up Integration Center

autotask3

Add API User

autotask2

Set API Tracking identifier

autotask1

 

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