The following sections cover the steps to get up and running with our Autotask integration.
- Setup PSA Integration
- Step 1: PSA Product
- Step 2: PSA Credentials
- Step 3: Ticket Creation Settings
- Step 4: PSA Specific Settings
- Steps 5, 6, 7 Ticket Settings
- Step 8: Asset Tracking
- Step 9: Create Test Ticket
- Step 10: Confirm Setup
- PSA Asset Mapping
- Configure Login
- Add Asset Tracking User Defined Field in Dashboard
- Manual Map
- Uninstall PSA
Note, all integrations setup after the release of Dashboard 2019.07.08 use the upgraded integration. For information on upgrading to this version if using the original ConnectWise Manage integration, please visit Upgrade Autotask Integration.