›  Integrations  ›  Autotask PSA  ›  Initial Setup

Initial setup for Autotask PSA integration

On this page

Step 1. Create new API user

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

    Resources

  2. Click New on the upper left.

  3. In the open window, provide all the required details.

    On the Security tab, select API User (system) from the Security Level drop-down list.

    Create API user

  4. Click Save & Close to create the user.

Step 2. Establish connection

  1. In the Infrascale Dashboard, go to IntegrationsAutotask PSATicketing Settings.

  2. Click the Settings button.

  3. On the Connection Settings tab, enter the name and password of the API user created earlier.

    Connection settings

  4. Click Apply to save the connection settings.