›  Integrations  ›  Autotask PSA  ›  Initial setup

Initial setup for Autotask PSA integration

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Step 1. Create new API user

  1. In your Autotask PSA environment, go to AdminResources (Users).


    The Resources window opens.

  2. In the Resources window, select NewNew API User.

    New API user menu

    A new API user creation window opens.

  3. In the open window:

    1. In the General group:

      • Enter First Name, Last Name, and Email Address for the new API user.

      • In the Security Level drop-down menu, select API User (system).

      • In the Primary Internal Location drop-down menu, select an internal location the new API user should belong to.

      General group

    2. In the Credentials group, enter or generate Username (Key) and Password (Secret) for the new API user.

      These credentials are necessary to establish connection later in the Infrascale Dashboard.

      Credentials group

    3. In the API Tracking Identifier group, select Custom (Internal Integration), and then enter a name for the integration.

      Note the Tracking Identifier since it is necessary to establish connection later in the Infrascale Dashboard.

      API Tracking Identifier group

    4. Click Save & Close to create the new API user.

Step 2. Establish connection

  1. Sign in to your account in the Dashboard.

  2. Go to IntegrationsAutotask PSATicketing Settings.

    Menu item

    The consolidated ticketing data page opens.

  3. Click Settings.

    Settings action

    The integration settings open.

  4. On the Connection Settings tab, enter the name and password of the API user you entered or generated earlier, and also enter the tracking identifier provided automatically by Autotask.

    Connection settings

  5. Click Apply to save changes.

    If you do not want to save and apply changes, click Cancel.