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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
Autotask PSA is a business management solution that combines service desk, project management, account management, time tracking and billing, contracts, reporting, and more. Autotask integration with Wildix adds up some more handy features to this list: Click-to-call, which allows to initiate calls from Autotask in just one click.
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Generate API credentials
To configure Wildix integration with Datto Autotask, API credentials are required. You can get them by creating API User within Datto.
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Follow the steps below to create an API Account:
- Within Autotask, click on the menu icon in the top left corner -> navigate to Admin (1) -> Account Settings & Users (2):
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- On the Account & Settings tab, expand the option RESOURCES/USERS (HR) and click Resources/Users:
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- Click on the arrow icon next to the button +New -> select option New API User:
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- Fill out the necessary fields in the section General:
- First Name
- Last Name
- Email Address
- Security Level: Make sure to choose the option API User (System)
- Date format (optional)
- Time format (optional)
- Number format (optional)
- Primary Internal Location
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- In the Credentials section, generate API Keys:
Click Generate Key button and copy and paste the key that appears in the Username (key) field to another place, like Notepad, Word etc. for later usage.
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Click Generate Secret and make sure to save the password somewhere safe for later usage.
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- 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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- 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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- Click Save & Close at the top of the page:
Enable Wildix integration with Autotask
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