--- title: Datto Autotask Integration Guide description: autotask psa integration steps --- [Skip to content](https://kb.mspcentric.io/barracuda/datto-autotask#main-content) English Show submenu for translations [Customer portal](https://support.mspcentric.io/tickets-view?hsLang=en) ![barracudatesty](https://kb.mspcentric.io/hs-fs/hubfs/barracudatesty.png?width=100&height=24&name=barracudatesty.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://support.mspcentric.io/tickets-view) PSA Integration Help Center - There are no suggestions because the search field is empty. 1. [Barracuda PSA Integration KB](https://kb.mspcentric.io/barracuda?hsLang=en) 2. [Getting started](https://kb.mspcentric.io/barracuda/getting-started?hsLang=en) 3. [Connecting your PSA](https://kb.mspcentric.io/barracuda/getting-started?hsLang=en#connecting-your-psa) # Datto Autotask Integration Guide ## A step-by-step guide to connecting Datto Autotask #### Create a Security Level #### Upon initial registration of your new account, you will select Autotask and click **Next**. You will then be presented with a connection checklist. Please gather these items before progressing to the next page. Let's head over to Autotask. To create a new security level in Autotask, right-click on the level that most closely matches the one you want to create, then click the Copy Security Level option. **NOTE:** Ensure the License Type of the security level copied is listed as API User, as this cannot be changed. 1. Log in to Autotask. 2. Navigate to **Admin** \> **Account Settings & Users** \> **Resources/Users (HR)** \> **Security Levels**. 3. Create a new **Security Level** with the following permissions: - Full Permission to **Contracts.** 1. - All permission to **Customer & Cancellation** under CRM. This allows all view Object Permissions to **Accounts**. - Full Permissions to **Inventory**. ![111](https://kb.mspcentric.io/hs-fs/hubfs/111.webp?width=670&height=550&name=111.webp) - Under **Other \> Miscellaneous** enable, **Can view internal cost data (excludes New/Edit Resource page).** **![](https://kb.mspcentric.io/hs-fs/hubfs/Knowledge%20Base%20Import/image-png-Oct-14-2022-05-18-40-05-PM-2.png?width=411&height=330&name=image-png-Oct-14-2022-05-18-40-05-PM-2.png)** - Under **Admin** make sure that the following are enabled: **-Application-wide (Shared) Features (Full Access)** **-Products, Services &Inventory** **-Configuration items** ![222](https://kb.mspcentric.io/hs-fs/hubfs/222.webp?width=670&height=639&name=222.webp) - Click **Save & Close**. - Add to the Service Desk **Tickets View**, **Add** and **Edit** Permissions (For Alerts Module) **![ service desk settings ](https://kb.mspcentric.io/hs-fs/hubfs/Knowledge%20Base%20Import/image-png-Oct-11-2022-04-49-17-11-PM-2.png?width=670&height=443&name=image-png-Oct-11-2022-04-49-17-11-PM-2.png)** - Under Service Desk -\> Other Permissions, select **Can edit Status of complete tickets**, **Can administer tags and tag groups**, and **Can remove tags from tickets**.  ![ticket catagories](https://kb.mspcentric.io/hs-fs/hubfs/Knowledge%20Base%20Import/permissions2-png-2.png?width=658&height=665&name=permissions2-png-2.png) - Click **Save & Close**. Autotask Service Queues must have a resource assigned within Autotask for it to appear within the board selection dropdown. --- #### Create API User 1. Navigate to **Admin** \> **Account Settings & Users** \> **Resources/Users (HR)** \> **Resources/Users**. 2. Hover over the **New** dropdown, and click **New API User**. **![new api users cw](https://kb.mspcentric.io/hs-fs/hubfs/Knowledge%20Base%20Import/image-png-Dec-08-2021-04-22-46-97-PM-2.png?width=158&height=158&name=image-png-Dec-08-2021-04-22-46-97-PM-2.png)** 3. Enter all required contact fields. 4. Select the **Security Level** created from the previous steps. 5. Generate **Username (Key)** and **Password (Secret)** and have these ready for the next steps. 6. Select **Gradient MSP - Business Efficiency** from the **Integration Vendor** dropdown. 7. Associate all **Lines of Business**. 8. Select **Save & Close** #### Complete connection with the billing tool. 1. Return to your product and continue with the Setup Wizard until you hit **Step 4: Authenticate your API user**. 2. Populate the **Username (Key)** and **Password (Secret)** from the previous steps. 3. Click **Save and Test**. Congratulations, you've successfully connected your PSA! **Note:** If any service cards show clientName, please confirm that all Accounts with active Contracts have the Account Type listed as Customer. - [Getting started](https://kb.mspcentric.io/barracuda/getting-started?hsLang=en#main-content) - [Quick Start Guide](https://kb.mspcentric.io/barracuda/getting-started?hsLang=en#quick-start-guide) - [Connecting your PSA](https://kb.mspcentric.io/barracuda/getting-started?hsLang=en#connecting-your-psa) - [Billing Reconciliation](https://kb.mspcentric.io/barracuda/billing-reconciliation?hsLang=en#main-content) - [Reconciling Service Usage to your PSA](https://kb.mspcentric.io/barracuda/billing-reconciliation?hsLang=en#reconciling-service-usage-to-your-psa) - [Settings and Features](https://kb.mspcentric.io/barracuda/billing-reconciliation?hsLang=en#settings-and-features) - [Auto-Reconcillation](https://kb.mspcentric.io/barracuda/billing-reconciliation?hsLang=en#auto-reconcillation) - [FAQs and Resources](https://kb.mspcentric.io/barracuda/faqs-and-resources?hsLang=en#main-content) - [FAQs](https://kb.mspcentric.io/barracuda/faqs-and-resources?hsLang=en#faqs) - [PSA Service Bundle Contract Management](https://kb.mspcentric.io/barracuda/faqs-and-resources?hsLang=en#psa-service-bundle-contract-management) - [Troubleshooting](https://kb.mspcentric.io/barracuda/faqs-and-resources?hsLang=en#troubleshooting) - [Other Resources](https://kb.mspcentric.io/barracuda/faqs-and-resources?hsLang=en#other-resources) - [Alerts](https://kb.mspcentric.io/barracuda/alerts?hsLang=en) Copyright © 2025,