Passportal Help

Datto Autotask PSA LiveLinks Integration

Part of Passportal's integration with Autotask is compatibility with Autotasks LiveLinks feature. This is a useful feature that allows you to link directly from any ticket or company page in Autotask straight to its corresponding client entry in Passportal.

Ensure your organization has properly set up the Autotask integration in Passportal - see Datto Autotask PSA Integration Configuration .

Company Tickets

When you initially go to set up the Autotask LiveLinks, you will need to ensure you add a User Defined Field following the below steps.

From the Autotask menu > Admin section, select User Defined Fields.

On the Companies tab create a New User-Defined Field called "PassportalID" (ensure there is no space between Passportal and ID)

Set up the LiveLinks

  1. Ensure LiveLinks is enabled for your Autotask account. To do this select the "A" drop-down menu in the top left-hand corner. You should see a link labelled "LiveLinks Designer".
  2. If you do not see "LiveLinks Designer" on the menu, then you need to contact Autotask to enable it for your organization. LiveLinks is not enabled by default, and system administrators do not have default access.

    If you have access to LiveLinks elsewhere, but do not see the "LiveLinks Designer" link, then someone else in your organization has the required permissions (Again, system administrators do not have these permissions by default). You will need to find that person and ask them to grant you access.

  3. On the LiveLinks Designer page, select the "+ New" button to create a new LiveLink.

Company LiveLinks

First you need to create the LiveLink for company pages.

  1. Enter "Passportal - Company" as the name.
  2. Enter "Show Passwords" as the label.
  3. Enter "Service Desk" from the category drop-down.
  4. Select the "Entity" drop-down and select "Company".
  5. Hit "Okay" on the warning pop-up.
  6. Select "Company PassportalID (UDF)" from the list.
  7. Click inside the "Querystring Values" box.
  8. Click the "Insert" button:
    • If you are on the US server type "https://us.passportalmsp.com/passwords/index/" (without quotes) into the "Base URL" field
    • If you are on the UK server type "https://uk.passportalmsp.com/passwords/index/" (without quotes) into the "Base URL" field
    • If you are on the Canadian server type "https://ca.passportalmsp.com/passwords/index/" (without quotes) into the "Base URL" field
  9. The end results should look like this:

  10. Select "Save & Publish".
  11. Select at least one Security Level from the Security Levels tab (make sure you are included).
  12. Select at least one Department from the Department tab (make sure you are included).
  13. Select "Save and Close".

Ticket LiveLinks

Next you need to create the LiveLink for ticket pages:

  1. Enter "Passportal - Ticket" as the name.
  2. Enter "Show Passwords" as the label.
  3. Enter "Service Desk" from the category drop-down.
  4. Select the "Entity" drop-down and select "Ticket".
  5. Hit "okay" on the warning pop-up.
  6. Select "Company PassportalID (UDF)" from the list.
  7. Click inside the "Querystring Values" box.
  8. Click the "Insert" button.
    • If you are on the Canadian server type "https://ca.passportalmsp.com/passwords/index/" (without quotes) into the "Base URL" field.
    • If you are on the UK server type "https://uk.passportalmsp.com/passwords/index/" (without quotes) into the "Base URL" field.
    • If you are on the US server type "https://us.passportalmsp.com/passwords/index/" (without quotes) into the "Base URL" field.
  9. The end result should look like this:
  10. Select "Save & Publish"
  11. Select at least one Security Level from the Security Levels tab (make sure you are included)
  12. Select at least one Department from the Department tab (make sure you are included).
  13. Select "Save and Close"

To test the "Company" LiveLink go to any companies page. On the top bar, you should see a "LiveLinks" drop-down. Select "Show Passwords". This should open a popup or a new tab with a Passportal window (if it doesn't, please check the settings in your pop-up blocker). Login to Passportal (if you aren't already) and you should see the selected companies Client page in Passportal.

If you get the error message "You do not have access to this client" that's okay. The Autotask integration can sometimes take up to an hour to auto-populate each Autotask client with it's "PassportalID" user-defined field. This error just means that the ID field hasn't been filled in yet.

If it's been longer than a few hours since you first set up Autotask and your LiveLinks are still taking you to a page that says "You do not have access to this client", then please file a support ticket from the left-hand menu-bar in Passportal. We can remotely refresh your Autotask Integration to ensure that your LiveLinks will work.

To test the "Ticket " LiveLink go to a ticket page. On the top bar, you should see a "LiveLinks" drop-down. Select "Show Passwords". This should open a popup or a new tab with a Passportal window (if it doesn't, please check the settings in your pop-up blocker). Login to Passportal (if you aren't already) and you should see the selected companies Client page in Passportal.