- Open your Autotask account
- Go to “Admin” -> “Recourses (Users)”
- Click button New and add new user a new user called “unigma” and make it an “API User” security level
Information: One Autotask contract maps one Unigma Customer/Project.
2. Add Integration to Unigma
- Open Unigma
- Go to "Settings" -> "Integrations"
- Click "Add" for Autotask integration and enter your login and password (from step 1)
- Click “Configure Billing Integration” button for Autotask integration. Map Unigma Account to Autotask Account, then select Contract and Settings for Autotask Services.