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

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