Connecting Your PSA
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      1. SonicWall PSA Integration KB
      2. Getting started
      3. Connecting Your PSA

      Datto Autotask Integration Guide

      A step-by-step guide to connecting Datto Autotask

       

      Copy a Security Level

      1. 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.
      2. Log in to Autotask. Navigate to Admin > Account Settings & Users > Resources/Users (HR) > Security Levels.

      3. Copy a new Security Level with the following permissions:

        • Full Permission to Contracts.

        • 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

        • All view Object Permissions to Products under Inventory.

        • Under Other > Miscellaneous enable > Can view internal cost data (excludes New/Edit Resource page).

        • Click Save & Close.
        • Add to the Service Desk Tickets View, Add and Edit, and Delete Permissions (For Alerts Module)
          service desk settings

        • 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
        • 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

        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

        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.

        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.

        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.