Modules
Sign in
Get Help

How Do I Set Up Autotask Integration?

QUESTION
 
How Do I Set Up Autotask Integration?
 

RESOLUTION

 
1. Add a new user (recommend)

- Open your Autotask account.

- Go to Admin>Resources (Users).

- Click New and add new user a new user called unigma and make it an API User security level.

1.png 
 
Use this user for integration

 Information: One Autotask contract maps one Unigma Customer/Project.

 2. Add Integration to Unigma

- Open Unigma

- Go to Settings >Integration

- Click "Add" for Autotask integration and enter your login and password (from step 1)

2.png

- Click “Configure Billing Integration” button for Autotask integration. Map Unigma Account to Autotask Account, then select Contract and Settings for Autotask Services.

3.png

 

 

Have more questions?

Contact us

Was this article helpful?
0 out of 0 found this helpful

Provide feedback for the Documentation team!

Browse this section