This guide covers the Autotask-specific steps for creating API credentials and connecting to Strategy Overview. For the common setup steps that follow, see Configuring Your PSA Integration.
If your Autotask environment requires IP whitelisting, add the Strategy Overview IPs before starting. See the IP Allow List article.
Create an API User
Go to Menu > Admin > Company Settings & Users > Resources/Users > New API User
First Name: API
Last Name: Strategy Overview
Email Address: A unique email address you have access to
Security Level: API User (system)
Primary Internal Location: Select from dropdown
Click Generate Key and Generate Secret
Copy your Key and Secret. Once you leave this page, the secret won't be visible again.
API Tracking Identifier: Select Strategy Overview from the Integration Vendor dropdown
Click Save & Close
Add the Integration in Strategy Overview
Go to Settings > Integrations > Add Integration > Datto Autotask
User Name (Key): From the API user you created
Password (Secret): From the API user you created
Click Add Integration
Once the integration is added, follow the common steps in Configuring Your PSA Integration. Note that Autotask does not support Markets sync and has a simplified active/inactive status model.
If a field you need doesn't appear in the mapping dropdown, check two things. First, make sure you selected it in "Fields to download." Second, check that the field's "Protected" checkbox is unchecked in Autotask (Admin > Features & Settings > Application-Wide Settings > User-Defined Fields > Assets). Protected fields are not accessible through the API.
If the field doesn't exist in Autotask at all, you can create a new User-Defined Field at that same location. Click New, give it a name, choose a Field Type, and make sure Protected is unchecked before saving.
Next step: Configuring Your PSA Integration