Steps to create an API User for Autotask Integration

Definitions

The API User (API-only) security level is now required to access API v1.6. It provides full system administrator access to Autotask PSA modules, features, and data via the Autotask Web Services API, with no access to the Autotask UI.

Tracking identifiers are required for API-only users accessing v1.6. Identifiers are critical for Autotask in providing optimal service to all API users. They are also a valuable tool for integrators working with multiple API-only users and building multiple integrations.

Tracking identifiers are assigned or self-generated on the Security tab of the API-only user's Resource Management page when adding a new API-only user, or editing an API-only user that does not yet have an identifier assigned.

There are two types of identifiers, Vendor and Custom.

How to create an API user with Barracuda Tracking Identifier

1. Navigate to Admin -> Resources (User)

2. Press New button

3. Fill in required information on the General tab

4. Navigate to Security tab

5. Fill in the Username and Password for the new API User

6. From the Security Level drop-down select API User (system)

7. In the API TRACKING IDENTIFIER section select Integration Vendor option

8. From the drop-down select Barracuda MSP vendor

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1. Fill in the rest of the required information on the other tabs

2. Press Save & Close

3. Using the newly created API User, update the Autotask Integration credentials in the ECHO Portal

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