5.1 PSA - AutoTask

AutoTask Integration Documentation

• Username:
  This can be the email ID associated with the AutoTask user account.

• Password:
  The password for the AutoTask user.

• Tracking Identifier / API Integration Code:
  Required for managing tickets via the API.

Custom Settings:

• QueueId:
  Specifies the queue category for ticket assignment within AutoTask.

• CompanyId:
  Necessary for associating the ticket with the correct company during the ticket creation process in AutoTask.

• TicketCategory- Necessary for associating the ticket

• TicketType

• Source - Necessary for associating the ticket

• IssueType - Necessary for associating the ticket

• SubIssueType - Necessary for associating the ticket

For Configuration we expect High, Medium, Low in Task & Ticket Priorities to be Active. Also in Ticket Category please enable Priority field

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For the credentials you need to create an API user

Got to Admin-> Company Settings & Users

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• Select Resources/Users -> Resources/Users

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• Select New drop down -> New API User

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• Enter the details and press Generate Key (Username) and Generate Secret (Password). The Press Custom (Internal Integration) and give a name, You will get the Tracking Identifier also. Please Save and Close. If not saved it will not Work.

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