Configure Autotask Integration Code

This document describes how to set up an Autotask Integration Code, which is required to use for Autotask.

1. Log into Autotask.

2. Navigate to Admin → Account Settings & Users.

   

3. Expand Resources/Users (HR).

   

4. Go to Resources/Users, and click New API User.

   

5. Fill in the required details.

6. In the Credentials section, generate Key and Secret. Keep this safe because this Username and Password needs to be updated in the Connection in Flowgear.

7. In the API Tracking Identifier section, choose Custom (Internal Integration). This will generate a Tracking Identifier. Provide this to Flowgear to configure the Autotask for your Tenant.

   

8. Click Save & Close.

   

9. Update the Autotask Connection to use these credentials. Provide Flowgear Support with the Tracking Identifier to configure the Node for your Tenant.