Autotask Integration

Overview

This article describes how to integrate ITBoost with Autotask PSA. This is a three-step process consisting of creating a user in Autotask, establishing the Autotask integration and selecting your syncing preferences.

Creating a User in Autotask

The user in Autotask needs to be created in order to successfully integrate with ITBoost and must have the appropriate permission level applied.

To create the user:

1. From Autotask, select ADMIN > Resources (Users).
2. Click New > New API User and enter the appropriate user information in the fields provided, fields marked with an asterisk are required fields.
3. In the Security Level drop-down, select API User (System). The user must be given one of the permission levels for the PSA to integrate successfully. 
4. Enter or generate a Username (Key) and Password (Secret) for the new user.
5. From the API Tracking Identifier section, select ITBoost - Documentation Management from the Select Integration Vendor drop-down.
6. After all required information has been entered and the appropriate level of permissions applied, click Save & Close.

Establishing the Autotask Integration

1. In ITBoost, select Settings > Integrations.
2. Select the PSA tab and click Autotask.
3. Enter the USER NAME and PASSWORD of your Autotask user.
4. Next, enter the Resource ID that was generated in the first section of this page.
5. Click the SAVE button.

Selecting Your Syncing Preferences

Once the integration credentials are validated, your syncing preferences need to be selected and validated.

1. After the credentials are validated, the ITEMS TO SYNC screen is displayed. Select the checkbox next to each item that needs to be synced with ITBoost.
2. Click the UPDATE button to begin the sync. The time the sync takes to complete is based on the size of your system and the number of items being synced.