Integrating Autotask

To complete an Autotask integration, perform the following tasks.

1. Set up Autotask

2. Follow the Autotask integration Wizard

3. Set up your site mappings

4. Test the integration settings

To set up a new API user, perform the following steps.

1. In Autotask, navigate to Admin > Resources (Users).

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2. Click the dropdown error next to New and select New API User.

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3. Fill out the settings for the user.

4. Generate a username and password.

5. Take note of the username and password.

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6. Click Save and Close.

To follow the Autotask Integration Wizard, perform the following steps.

1. Sign in to the Barracuda XDR Dashboard.

2. Click Administration > Integrations.

3. On the Autotask card, click Setup.

4. Click Edit Settings and enter your credentials.

5. In the Ticket Integration | AutoTask - API Setup area, type your Username and Secret and click Next.

6. Follow the Autotask Integration Wizard.

To map your Autotask sites, perform the following steps.

1. Sign in to the Barracuda XDR Dashboard.

2. Click Administration > Integrations.

3. On the Autotask card, click Setup.

4. Click Edit Settings.

5. Click Next several times until you get to the Ticket Integration page.

6. On the Ticket Integration page, in the row of company you want to map, click Edit.

7. in the Step 1: search Autotask companies by keyword box, type the name of the company you want or part of the company name and click Search.

8. In the Step 2: select from the below search results box, select a company.

9. Click Done.

10. Repeat steps 6-9 until you have mapped all the companies you want to map.

11. Click Next.

12. Click Submit.

To test integration settings, perform the following steps.

1. Sign in to the Barracuda XDR Dashboard.

2. Click Administration > Integrations.

3. On the Autotask card, click Update.

4. Click Edit Settings.

5. Click Test.

You can test your ticket settings by sending a test email that uses your saved settings.

1. Sign in to the Barracuda XDR Dashboard.

2. Click Administration > Integrations.

3. On the Autotask card, click Update.

4. Click Edit Settings.

5. Click Send Test.