Setting up Autotask Connector

Connecting your Autotask to MSPbots enables our bots to pull in " read-only " user data and gives you the ability to enable the Message Alert bots, Reporting Bots etc.

Main steps to complete the set-up

• Generate an API User and getting API Keys from Autotask

• Entering the API keys from Autotask into MSPbots

activates message alert and reporting bots, among other MSPbots functionalities. To set up the Autotask connection, you have to generate the API user and API keys, input the API keys into MSPbots, and configure Webhooks.

What's in this article: 

Creating an API User and Getting API Keys from Autotask

1. 1. Log

...

1. 1. in to Autotask. Navigate to the menu on the left and click

...

1. 1. Admin.
   2. Click on

...

1. 1. the +

...

1. 1.  sign to expand the Resources/Users (HR)

...

1. 1. section.
   2. Next, click Resources/Users. 
   3. Hover over the downward arrow at the top left of the window and click

...

1. 1. New API User.
   2. Fill out the necessary fields under

...

1. 1. the First General area. 
      1. Set the First Name to MSPbots. 
      2. Set the Last Name to AI. 
      3. Set the Email Address to any email address. 
      4. Set the Security Level to the highest level to prevent sync and view permissions later. 

...

1. 1. Next, generate the API keys under

...

1. 1. the Second General

...

1. 1. area. 
      1. Click the Generate Key button to generate a user

...

1. 1. 1. key

...

1. 1. 1. . 
      2. Click the Generate Secret button to generate a secret password.

...

1. 1. 1.  
         

         Note
         Take note of the key and the secret because these may be inaccessible in the future.

   2. Select the vendor from the dropdown in the API Tracking Identifier

...

1. 1. section. Ensure that Integration Vendor is selected.

...

1. 1. Go through the list

...

1. 1. and select MSPbots. 
   2. For the Line of Business field, include all

...

1. 1. items

...

1. 1. relating to ticketing to ensure that MSPbots can see the right areas.

...

1. 1. If you are unsure which items to include, select all.

Entering the API keys from Autotask

...

to MSPbots

Now that we you have generated the user and API key information, syncing and sharing of data can now beginit's time to sync and share data. 

1. 1. Navigate to your MSPbots app
and  on the left side of the home page, click Data Connectors > scroll
2. 1. and click Integrations. 
   2. Scroll down to Autotask and click on
"
3. 1. Config
"
4. 1. . 
      Image Added
   2. Fill out
the Information section
5. 1. the following in the Information section: 
      • For API User Name, enter the username (key)
you noted earlier
6. 1. • from Autotask.
For 
7. 1. • For API User Password, enter the password (secret) key
you noted earlier
8. 1. • from Autotask.
   2. Once both are entered, click Save and
Synchronize 
9. 1. Sync. If set correctly, you'll get a message stating the synchronization was
a success
10. 1. successful.  
       
The
11. 1. 
       
       • If the input information is incorrect
.
Prompt information “500
12. 1. • , you will be prompted with the following message: "500 INTERNAL_SERVER_ERROR - Internal Server Error at auto task remote server
.”Re
13. 1. • " When this happens, re-enter the correct
Username
14. 1. • username (
Key
15. 1. • key) or
Password
16. 1. • password (
Secret).
17. 1. • secret).
       • If you encounter a data sync error with the message "The logged in Resource does not have adequate permissions to query this entity type," this means that the user does not have enough permissions. To resolve this, refer to the article "AutoTask Integration Error | The logged in resource does not have the adequate permissions to query this entity type."

Configuring and registering Webhooks

1. 1. Go to the Webhooks page.
      Image Added
   2. Configure Webhooks according to the Autotask documentation, then register the Webhooks interface on the MSPBots platform.
      Image Added
   3. Click the Register icon to complete the registration.
      Image Added