Autotask Integration Setup

Setting up the Autotask Connector

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

Main steps to complete the set-up

1. Generate an API User and get the API Keys from Autotask

2. Enter the API keys from Autotask into MSPbots

Creating an API User and Getting API Keys from Autotask

1. Log in to Autotask. Navigate to the menu on the left and click on Admin.
2. Click on the + sign to expand the Resources/Users (HR) section.
3. Next, click on Resources/Users. 
4. Hover over the downward arrow at the top left of the window and click on New API User.
5. Fill out the necessary fields under 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. 
6. Next, generate the API keys under the Second General area. 
   1. Click the Generate Key button to generate a user key. 
   2. Click the Generate Secret button to generate a secret password.
      Important: Take note of the Key and the Secret as these may be inaccessible in the future.
7. Select the vendor from the drop-down in the API Tracking Identifier section. Make sure that Integration Vendor is selected, then scroll through the list to find and select MSPbots. 
8. For the Line of Business field, include all relevant items that relate to ticketing to ensure that MSPbots can see the right areas. Include all if you're not certain which ones are right.

Entering the API keys from Autotask to MSPbots

Now that we have generated the user and key information, syncing and sharing of data can now begin. 

1. Navigate to your MSPbots app and, on the left side of the home page, click Data Connectors. 
2. Scroll down to Autotask and click on Config. 
3. Fill out the Information section
   • For API User Name, enter the username (key) you noted earlier from Autotask.
   • For API User Password, enter the password (secret) key you noted earlier from Autotask.
4. Once both are entered, click Save and Synchronize. If set correctly, you'll get a message stating the synchronization was successful.
   
   If the input information is incorrect, you will be prompted with the following message:
   500 INTERNAL_SERVER_ERROR - Internal Server Error at auto task remote server
   When this happens, re-enter the correct Username (Key) or Password (Secret).

Webhooks

https://www.autotask.net/help/DeveloperHelp/Content/APIs/Webhooks/WEBHOOKS.htm

Configure webhooks according to the Autotask documentation, and then register the webhooks interface on the MSPBots platform.

Then, click the Action Register button to complete the registration of the webhook interface.