Autotask API Configuration

For your initial setup, follow on with our Getting Started Guide

Step 1: Creating an API User

1. Follow the Autotask instructions for – Adding or editing an API user (autotask.net)
   1. Navigation: Autotask menu > Admin > Account Settings & Users > Resources/Users (HR) > Resources/Users > New > New API User.
2. Ensure you select Sync 365 License from the Integration Vendor dropdown
3. Assign a default system API levelto the API user. 
   1. If you need additional security, ensure the user has the following permissions:
   2. Navigation: Autotask menu > Admin > Account Settings & Users > Resources/Users (HR) > Security > Security Levels

   3. 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

4. Generate a Key and Secret
   1. Record these details to enter later

Step 2: Adding Autotask to Sync 365 License

1. Log in to the Sync 365 portal at sync.s365l.com 
2. Click on Tools > Integration Settings
   
3. Click the + next to PSA Tools
4. Select Autotask as the PSA Type

5. Enter the Webservices Zone:

   • Check your Autotask URL (e.g., ww2.autotask.net). Enter "webservices2" in the Zone field if your URL starts with ww2.

6. Enter the Username and Secret for the API user.
7. Click Test and Save Credentials
8. The platform will verify the connection and then retrieve the latest data from Autotask.