To create a new Autotask resource with access to the Autotask API:

  1. Login to Autotask
  2. Hover the top-left Autotask mega-menu; hover Admin; click Resources (Users)
  3. At the top-left, to the right of the New button, click the down-arrow
  4. Click New API User
  5. In the General section:
    1. Enter a First Name (example: MSPintegrations)
    2. Enter a Last Name (example: API)
    3. Enter an Email Address
      • This does not have to be a valid email address
      • We suggest using mspintegrations@yourdomain.com
    4. In the Security Level field, select API User (system)
  6. In the next General section:
    1. Click Generate Key
    2. Click Generate Secret
    3. Note the values in the Username and Password fields. You will need to provide these to MSPintegrations.
  7. In the API Tracking Identifier section:
    1. Click the radio button for Integration Vendor
    2. In the Integration Vendor pull-down, select MSPintegrations – Email2AT
  8. At the top of the window, click Save & Close

  1. Login to Autotask
  2. Hover the top-left Autotask mega-menu; hover Admin; click Resources (Users)
  3. Click New
  4. On the General tab
    • Enter a First Name (example: MSPintegrations)
    • Enter a Last Name (example: API)
    • Enter an Email Address
      • This does not have to be a valid email address
      • We suggest using mspintegrations@yourdomain.com
  5. On the Security tab:
    • Enter a Username
      • We suggest mspintegrations
    • Choose a strong and random password, and enter it in the Password and Confirm Password field
    • Click the Security Level selector and choose API User (system)
    • Check the box for Resource is not required to Submit Timesheets
    • In the bottom-right API Tracking Identifier section:
      • Click the radio button to select Integration Vendor
      • In the pull-down selector, choose MSPintegrations – Email2AT

Note: by choosing the “MSPintegrations – Email2AT” integration vendor, no other Autotask integrations will be able to share this new API user. This is considered an Autotask best-practice.

When setting up a new user for API access, Autotask requires you to configure a few settings that aren’t used by API users. The following steps will have no bearing on how your API user interacts with your Autotask, but Autotask requires you to have valid options selected for each field. Complete the following steps and don’t worry about which values you choose – they just need to have valid values chosen.

  1. On the HR tab:
    1. Scroll to the bottom of the screen and locate the Internal Cost (Burden Rate) section
    2. Click New
    3. Click OK
  2. On the Approvers tab:
    1. In the Timesheet Approvers section:
      1. Click New
      2. Choose a Resource from the selector
      3. Click OK
    2. In the Expense Report Approvers section:
      1. Click New
      2. Choose any Resource
      3. Click OK
  3. On the Associations tab:
    1. In the Departments section:
      1. Click New
      2. Choose any Department and any Role
      3. Click OK
    2. In the Service Desk Queues section:
      1. Click New
      2. Choose any Queue
      3. Click OK
  4. At the very top of the screen, click Save & Close

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