How to configure the Autotask integration

Creating API user in Autotask:

To add Autotask integration in Datagate, we need to setup an API user in Autotask.

Go to Admin menu > Account Settings and Users

On the ADMIN screen, Account Settings & Users tab, click Resources/Users (HR) section, click Resources/Users

On the RESOURCES screen, click New drop down and click New API User

On the ADD API USER screen

• GENERAL section, Security Level: must be set to API User (system)

• CREDENTIALS section, click Generate Key to generate a random Username (key) and click Generate Secret to generate a random Password(Secret)

• API IDENTIFIER sectiion

Integration Vendor must be selected

Integration Vendor drop down: select Datagate - Online billing and reporting

Make sure to save Username and Password, click Save & Close.

Setting up the Autotask integration in Datagate portal

To configure Autotask integration in DataGate portal:

• Go to Setting > Integration > find Autotask and click Configure.
• Enter the Username (Key) and Password (Secret) which were generated for the API user in Autotask. Once the account is configured, click Details, click Test Account Access and a message should appear in a few seconds (Message: Autotask account information is correct).

Create and Un-Hide the Extra Field

After setting up the integration and before running a customer sync, we need to go back to Autotask and enable an user-defined field. The integration with Datagate may have created it.

To check if the User-Defined field exists,

• Go to Admin > Features and Settings
• Click User-Defined Fields

In the Accounts tab, you should see “Datagate”

If you don’t, please add it as below:

The following will always need to be done, whether you created the User-Defined field yourself or Datagate created it for you.

• Go to Admin > Account Settings and Users > Features and Settings tab > ACCOUNTS & CONTACTS,
• Click Account Categories, click the three lines next to Standard and click Edit,

• On the EDIT ACCOUNT CATEGORY - Standard screen, go to Details tab, SECTIONS & FIELDS section, scroll down to find User-Defined fields > Hidden Fields > Datagate (UDF)

Click the three lines, click Make Field Visible