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Info

The document describes how to set up integration with Datto Autotask PSA.

Created: August 2022

Permalink: https://wildix.atlassian.net/wiki/x/AYDzAQ

Table of Contents

Introduction 

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  1. Within Autotask, click on the menu icon next to the Search field ->  navigate to Admin -> Account Settings & Users:

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2. On the Account & Settings tab, expand the option RESOURCES/USERS (HR) and click Resources/Users:

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3. Click on the arrow icon next to the button +New -> select option New API User:


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4. Fill out the necessary fields in the section General:

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Click Generate Secret and make sure to save the password somewhere safe for later usage.
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6. In API Tracking Identifier section, select the option Custom (Internal Integration) -> enter custom name of the integration, e.g. Wildix, in the field Internal Integration Name and copy the Tracking Identifier for further usage:
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7. In the Line of Business section, drag all relevant line items that relate to reading contact data to provide access to the relevant areas:
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8. Click Save & Close at the top of the page:
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Enable Wildix integration with Autotask

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  1. Install Wildix ClickToCall browser extension:
    1. Download the folder to your device and unzip it: LINK
    2. Go to Google Chrome browser Settings -> More tools -> Extensions:
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    3. Make sure Developer mode is turned on (1) and click Load unpacked (2):
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    4. Select the folder you've downloaded:


  2. Pin the extension: click on the Extension icon in browser -> click Pin next to ClickToCall:

     
  3. Click More actions (1) next to ClickToCall extension -> proceed to Options (2):


  4. The Datto API variables screen appears. Enter the following data:
    1. Zone: information about Autotask PSA API Zones
    2. API integration code: enter the code copied from Tracking Identifier field in Datto
    3. User Name: enter data copied from Username (Key) field when creating API User in Datto
    4. Secret: enter Password (Secret) generated for API User in Datto

  5. Click Save:

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