5.1 PSA - AutoTask

Owned by Cameron Barker
Last updated: Jul 25, 2024
2 min read

 

 

 AutoTask Integration Documentation

Credentials Requirements:

  • 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 the credentials you need to create an API user

Got to Admin-> Company Settings & Users

AutoDesk 1.png

  • Select Resources/Users -> Resources/Users

AutoDesk 2.png

 

  • Select New drop down -> New API User

  • 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.