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The document describes how to set up integration with Datto Autotask PSA. Created: August 2022 Permalink: https://wildix.atlassian.net/wiki/x/AYDzAQ |
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Introduction
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- 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:
3. Click on the arrow icon next to the button +New -> select option New API User:
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.
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:
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:
8. Click Save & Close at the top of the page:
Enable Wildix integration with Autotask
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- Install Wildix ClickToCall browser extension:
- Download the folder to your device and unzip it: LINK
- Go to Google Chrome browser Settings -> More tools -> Extensions:
- Make sure Developer mode is turned on (1) and click Load unpacked (2):
- Select the folder you've downloaded:
- Pin the extension: click on the Extension icon in browser -> click Pin next to ClickToCall:
- Click More actions (1) next to ClickToCall extension -> proceed to Options (2):
- The Datto API variables screen appears. Enter the following data:
- Zone: information about Autotask PSA API Zones
- API integration code: enter the code copied from Tracking Identifier field in Datto
- User Name: enter data copied from Username (Key) field when creating API User in Datto
- Secret: enter Password (Secret) generated for API User in Datto
- Click Save:
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