Integrating with Autotask PSA

Frankie Ryan
Frankie Ryan
  • Updated

Autotask PSA can be added to ScalePad as an integration. Once integrated, your hardware, software, and ticket data can be synced with Lifecycle Manager and used in your reports. 

This article will guide you through setting up an API User in Autotask, applying the required permissions to that user, and connecting your Autotask instance to ScalePad.

Note: As you connect integrations, review which clients will sync into the platform.
Imported clients count toward your purchased account limit, and many integrations may sync all clients by default.
We will notify you when you are close to exceeding your client limit.		  

Who can use this feature?

  • ScalePad Hub Administrators
  • Users with Manage Sync Settings permissions in their ScalePad Hub account.
  

What you'll need:

  • Administrator credentials for Autotask PSA.
  

Step 1: Creating an API user in Autotask PSA (Click to expand)

Step 1: Creating an API user in Autotask PSA

  1. Sign into Autotask PSA with administrator user credentials.
  2. In the navigation menu on the left, click Admin, then click Resources (Users).
  3. At the top of the screen, hover over the drop-down icon beside +New and choose New API User.


    The Add API User window appears.
     
  4. Populate the required information in the General panel:
    1. First Name, Last Name, Email address.
    2. Make sure the Active checkbox is enabled.
    3. Security level - API User (system).
    4. Date Format, Time Format, and Number Format.
    5. Primary Internal Location - This affects the time zone/schedule associated with the API user. The selection is required by Autotask, but doesn't affect your integration with ScalePad.


       
  5. In the credentials panel, click:
    1. Generate Key, and
    2. Generate Secret 


       
  6.  Copy the Username (Key) and Password (Secret). Keep these secure, as they will be required to complete the integration.
     
  7. In the API Tracking Identifier panel select Integration Vendor.
     
  8. From the Integration Vendor drop-down, select ScalePad - Automated Asset Management.


     
  9. At the top of the Add API User window, click Save & Close.

Step 2: Apply Security permissions to the API User in Autotask (Click to expand)

Step 2: Apply Security permissions to the API User in Autotask

  1. In Autotask, click Admin in the left navigation panel.
     
  2. Click Account Settings & Users
     
  3. Expand the Resources/Users (HR) panel.


     
  4. In the Security section, click Protected Data Permission.


     
  5. Find your API User and check the box beside their name in the Edit Protected Data column. The checkboxes in the remaining columns will be selected automatically.


     
  6. Click Save at the top of the page.

Note: Autotask's Data Protection Permissions (DPPs) control access to protected user-defined fields (UDFs), such as Operating System, Processor, or RAM. If your API user doesn't have the correct DPPs, these fields won't sync to Lifecycle Manager.

Some UDFs might also be encrypted in Autotask, which blocks API access even if DPPs are set correctly. If required fields aren't syncing, review your UDF configuration in Autotask to confirm they aren't encrypted or restricted.

For more information, see Autotask's documentation on configuration item UDFs and user-defined field definitions.

  

Step 3: Connect in ScalePad (Click to expand)

Step 3: Connect in ScalePad

  1. Log into ScalePad as an administrator.
     
  2. From the top navigation bar of the ScalePad Hub, click Integrations.
     
  3. Click the Add Integration button.
     
  4. Use the search bar to find Autotask and click the Autotask tile.


     
  5. Enter the credentials gathered in Step 1 of this guide:
    1. API Username
    2. API Password

  6. Click Connect Now.

After completing the above steps, your Autotask data will sync with ScalePad and can be viewed in Lifecycle Manager. 

To configure your hardware, ticket, and contract sync settings to ensure we sync the highest quality data see this article:

:sparkles: NEW :sparkles: Join our MSP Power-Ups - Free 15-minute micro-workshops + live Q&A with our Lifecycle Manager experts. Sign up here to reserve your spot.
Any questions? Reach out to our Lifecycle Manager support team by submitting a support ticket.

Related to

Was this article helpful?

Yes! No