Autotask API Configuration

Create an API User

Follow the instructions from Autotask to create a new API user – Adding or editing an API user (autotask.net)

(NAVIGATION  Autotask menu  > Admin > Company Settings & Users > Resources/Users (HR) > Resources/Users (HR) > Resources/Users > New > New API User)

Please ensure you select Sync 365 License from the 'Integration Vendor' 

You can assign a default system API level to the API user. If you would like to lock this down, we will need the following permissions:

• Contracts
  • View all and Add
  • Can modify Service/Bundle on contract charges
  • Contract Visibility: Full
• CRM
  • Customer and cancellations: All
  • Accounts: Add/edit
  • Contacts: Add
• Inventory
  • Items: View all
  • Products: view all
  • Product notes Edit all
• Admin
  • Accounts & Contacts
  • Products, services & inventory
  • Contracts & Un-Posting
• Web Services API
  • Can login to Web Services API

Add your PSA to Sync 365 License

1. Log in to Sync 365 portal at sync.s365l.com 
2. Click on Tools and Logs > Integration Settings 
3. Click the + next to PSA Tools
4. Select Autotask as the PSA Type
5. Zone: This is your webservices zone. If you look at your autotask URL it will be something like ww2.autotask.net
   1. Take the number in the first ww section: In this case you would enter “webservices2” in the zone field
6. Enter in the Username for the API User
7. Enter in the Secret for the API user
8. Click Test and Save Credentials
   1. The platform will test to ensure we can connect and then grab the latest data from Autotask