Autotask API Configuration
For your initial setup, follow on with our Getting Started Guide
Step 1: Creating an API User
- Follow the Autotask instructions for –Adding or editing an API user (autotask.net)
- Navigation: Autotask menu>Admin>Account Settings& Users>Resources/Users (HR)>Resources/Users>New>New API User.
- Navigation: Autotask menu>Admin>Account Settings& Users>Resources/Users (HR)>Resources/Users>New>New API User.
- Ensure you selectSync 365 Licensefrom theIntegration Vendordropdown
- Assign adefault system API levelto the API user.
- If you need additional security, ensure the user has the following permissions:
- Navigation: Autotask menu>Admin>Account Settings& Users>Resources/Users (HR)>Security> Security Levels
Header Item Permissions Contracts Contracts View - All, Add - Yes Contracts Can modify Service/Bundle on contract charges Selected Contracts Contract Visibility Full CRM Customer& Cancellations All CRM Accounts Add - Yes, Edit - Yes CRM Contacts Add - Yes Inventory Items View - All Inventory Products View - All Inventory Product notes edit Add - Yes, Edit - All Admin Accounts& Contacts Selected Admin Products, Services& Inventory Selected Admin Contracts& Un-Posting Selected Service Desk Tickets View - All, Add/edit - Yes Web Services API Can login to Web Services API Selected
- Generate aKey andSecret
- Record these details to enter later
Step 2: Adding Autotask to Sync 365 License
- Log in to the Sync 365 portal atsync.s365l.com
- Click onTools> Integration Settings
- Click the + next to PSA Tools
- SelectAutotask as the PSA Type
Enter theWebservices Zone:
Check your Autotask URL (e.g.,
ww2.autotask.net). Enter "webservices2" in theZonefield if your URL starts withww2.
- Enter the UsernameandSecretfor the API user.
- Click Test and Save Credentials
- The platform will verify the connection and then retrieve the latest data from Autotask.
Related Articles
Connectwise API Configuration
For initial setup, follow on in our GettingStarted Guide Step 1: Prerequisites Ensure you haveadminoruser management permissionsin ConnectWise Manage. If youself-hostConnectWise and restrict IP addresses or geolocations, make sure towhitelistall IP ...1 - Configure the API connection to your PSA
In this guide, you'll learn how to configure the API details in Sync 365 to connect to your PSA. In Sync 365 Click Tools> Integration Settings Select your PSA system below to get started. Connectwise Manage Step 1: Prerequisites Ensure you ...Autotask Feature: Disable Prorate
Managing Prorated Billing in Autotask Contracts By default, Autotask prorates service changes on a contract based on the effective date of the change. This means: The system calculates a prorated charge for any mid-period changes. Additional line ...Create shortcuts from PSA direct to Sync365 company
We have 2 links that you can create with variables that allow you to link to Sync 365 from your PSA. 1. Link to the company in Sync 365 2. Trigger a contact sync for the company in Sync 365 Get your User ID: For this you will need to know your UserID ...3 - Configure billing profiles
Billing profiles are the backbone of Sync 365 (S365). They allow you to specify the product used so we can add/update the correct product on the agreement/contract. Essentially, billing profiles automate the billing of Microsoft 365 license types or ...