Connecting to Autotask

In this article, you'll find the following guides for connecting with Autotask:

1. Complete Partner Setup in Autotask
2. Connect to Autotask on Dropsuite Partner Portal
3. Create a New Plan with Autotask Integration
4. Edit Existing Plans Mapped with Autotask Integration
5. Create a New Organization Synced with Autotask
6. Edit an Existing Organization and Map with Autotask
7. Set Up a New Security Role in Autotask
8. Revoke Autotask Integration

Complete Partner Setup in Autotask

1. Launch Autotask URL.
   
   
2. Log in using valid credentials.
   
   
3. Navigate to Admin, then Company Settings & Users.
   
   
   
4. Expand Resources/Users (HR) and select Resources/Users.
   
   
   
5. Select New API User.
   
   
   
6. Fill in all mandatory information in the General Section, selecting an appropriate Security Level.  For guidance on creating a new role, refer to the section titled "Setting Up a New Security Role in Autotask below".
   
   
7. Choose Generate Key and Generate Secret.  Save both the key and secret for later use during integration on Dropsuite's Partner Portal
   
   
8. Under Integration Vendor, select Dropsuite - Cloud Backup
   
   
9. Choose Save and Close.
   
   

Connect to Autotask on Dropsuite's Partner Portal

1. Log in to the Partner Portal. Select the Integration menu on the left navigation bar, marked with the plugged-in icon.
   The Integration menu is available for all types of partners: distributor, direct reseller, and sub-reseller.
   
   
2. On the Autotask card, choose Connect.
   
   
   
3. Complete the input credential form, and then choose Next Page:
   
   
   • Username: Enter the generated key from the previous "Complete Partner Setup in Autotask" section.
   • Password: Enter the generated secret from the previous "Complete Partner Setup in Autotask" section.
   • Service Code: service code
     
     
4. Upon successful connection, you are officially connected to Autotask. The system will display a success banner and redirect you to the integration configuration form.
   You can skip this step and continue with the integration configuration later.
   
   
   
5. Complete the form by selecting the suitable options, and then choose Next Step.
   • Do you want to sync end user price to PSA?
   • Do you want to sync seat quantity to PSA?
   • Select Queues for service ticket creation.
   • Select Issue Type for service ticket creation.
   • Select Sources for service ticket creation.
     NOTE: All fields are required, so ensure none are left blank.
     
     
6. Upon successful integration configuration, the system shows a banner with a completed integration configuration setup. You can continue to do plan and organization mapping.
   
   
7. If you choose Reset integration configuration button, it will only clear the integration configuration form. Your Autotask connection won't be affected.
   
   

Create a New Plan with Autotask Integration

This step is intended for distributors and direct resellers only, as sub-resellers cannot access the plan page.

1. Choose Manage to map the plan. You'll be redirected to the Integration page for mapping.
   
   
2. Select Service from the available options, then choose Connect (blue icon).
   
   After successfully mapping the plan, you will notice a green check mark indicating success, and the Unlink button will appear.
   
   
3. Upon returning to the plan page, choose Menu and select View Integration. You will now see the Synced badge, indicating that the plan is synchronized with the integration.

Edit Existing Plans Mapped with Autotask Integration

Please note that this step is intended for distributors and direct resellers only, as sub-resellers cannot access the plan page.

1. Choose Menu, then select View Integration.
   
   
2. A pop-up will appear. To continue with mapping the plan to Autotask, choose Manage
   
   
3. You will be redirected to the Integration page. Select Service and proceed until it is successfully synced.
   
   

Create a New Organization Connected Through Autotask Integration

1. Select the plan that is synced with the Autotask integration.
   
   
   
2. After successfully creating an organization, a new pop-up will appear for mapping requirements.  To redirect to the Integration page, choose Manage.
   
   
3. Select Company, Contract, and Contract Service, then choose Connect (blue icon).
   
   
   
4. Upon successful organization mapping, a green check mark will appear, and the Unlink button will be displayed.

Edit an Existing Organization and Map with Autotask

1. Go to the Integration page, choose Option, then select Manage Connection.
   
   
2. Select Organization Mapping and find the organization you want to edit.  Then, select Company, Contract, and Contract Servic.  Finally, choose Connect (blue icon).

Once successful, the system will display a green check and the Unlink button.

Set Up a New Security Role in Autotask

1. Launch Autotask URL.
   
   
2. Log in with valid credentials.
   
   
3. Navigate to Admin, then Company Settings & Users.
   
   
   
4. Expand Resources/Users (HR) and select Security Levels.
   
   
   
5. To create a new security level, right-click on the API User (system) (API-only) security level and choose the Copy option.
   
   
   
6. Enter a name for the new security level and select the Active checkbox.
   
   
   
7. Set permissions for the API user as follows 

• • • Contracts
      • Object Permissions:
        • View - All
        • Add - Yes
        • Contract Visibility (for contracts you have access to) - Full
          
          
          
    • CRM
      • Click on the No Permission link and set the following permissions individually:
        • Company & Contact Access - All
        • Customer & Cancellation - All
        • Vendor & Partners - All
        • Prospects, Leads, & Dead - None
        • Companies: Add - Yes, Edit - All, Delete - All; Rest all fields as None
          
          
          
    • Inventory: Click on the No Permission link.
      
      
    • Projects: Click on the No Permission link.
      
      
    • Service Desk
      • Click on the No Permission link and then set the following permissions individually:
        • Object Permissions (Tickets)
          • View - All
          • Add - Yes
          • Edit - Yes
          • Delete - All
            
            
            
    • Documents & Knowledge base: Click on the No Permission link.
      
      
    • Timesheets: Click on the No Permission link.
      
      
    • Reports: Click on the No Permission link.
      
      
    • Admin
      • Click on the No Permission link and then set the following permissions only by checking the checkbox for
        • Resources/Users
        • Products, Services, & Inventory
          
          
          
  • Once all the permissions are configured, click on Save & Close.

Revoke Autotask Integration

1. Log in to Dropsuite Partner Portal.
2. Navigate to the Integration page.
3. Select Option then Revoke Autotask on the Autotask card.

4. The system will display the same page with the Connect button active after revoking has been successful.