A step-by-step guide to connecting Datto Autotask
Copy 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.
- Log in to Autotask. Navigate to Admin > Account Settings & Users > Resources/Users (HR) > Security Levels.
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Copy a new Security Level with the following permissions:
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Full Permission to Contracts.
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All permission to Customer & Cancellation under CRM. This allows all view Object Permissions to Accounts.
- All permissions for Configuration Items& Subscriptions as well as Configuration Item Notes
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All view Object Permissions to Products under Inventory.
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Under Other > Miscellaneous enable > Can view internal cost data (excludes New/Edit Resource page).
- Click Save & Close.
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- Add to the Service Desk Tickets View, Add and Edit, and Delete Permissions (For Alerts Module)
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Under Service Desk -> Other Permissions, select Can edit Status of complete tickets, Can administer tags and tag groups, and Can remove tags from tickets.
- In the Admin section > Feature Access > check off Application-Wide (Shared) Features (Full Access), Products, Services,& Inventory, and Configuration items.
- 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
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Navigate to Admin > Account Settings & Users > Resources/Users (HR) > Resources/Users.
- Hover over the New dropdown, and click New API User.
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Enter all required contact fields.
- Select the Security Level created from the previous steps.
- Generate Username (Key) and Password (Secret) and have these ready for the next steps.
- Select Gradient MSP - Business Efficiency from the Integration Vendor dropdown.
- Associate all Lines of Business.
Complete connection with the billing tool.
- Return to your product and continue with the Setup Wizard until you hit Step 4: Authenticate your API user.
- Populate the Username (Key) and Password (Secret) from the previous steps.
- 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.
To create a new security level, 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.