Autotask Integration User Prerequisite

Our integration uses Autotask’s API and before setting up the integration, please ensure the Autotask login you intend for the integration has API User (system) security level permissions.

To setup an Autotask API User:

  1. Log into your Autotask console.
  2. Hover over the Autotask logo to open the main menu.
  3. Select Admin then Resources (Users).

Autotask 2020 and later

  1. Click New > New API User to create a user.
  2. Populate the required fields in the various sections
  3. Click to Generate Key or enter your own Username and Password
  4. From the API Tracking Identifier, Integration Vendor drop-down select Solarwinds MSP - Solarwinds RMM.
  5. After configuring all the required fields click Save & Close to exit and apply the current settings.

User Defined Fields

If using User Defined Fields to map the device's Asset Tracking information with the associated fields in Autotask, the Autotask API User's must have at least “Edit Unprotected Data” and “View Unprotected Data” permissions. Otherwise the Autotask fields are unavailable for selection

  • "Edit Unprotected Data" Users can edit data in user-defined fields that do not have the "protected" check box selected. When this is selected, the "View Unprotected Data" permission is also selected.
  • "View Unprotected Data" User can view data in user-defined Fields that do not have the "protected" check box selected.

These permissions are set in the Autotask Dashboard.

  1. Hover over the Autotask logo to open the main menu.
  2. Select Admin > Features and Settings.
  3. Expand "Resources/Users (HR)" and in the "Security" section click Protected Data Permission
  4. Tick the boxes under “Edit Unprotected Data” and “View Unprotected Data” against the API users
  5. Click Save one complete to apply

Configuring these permissions is only required for API users created in Autotask 2020 and later. These permissions were enabled by default for users created in earlier versions of Autotask.

Pre-Autotask 2020

  1. Click New > New Resource
  2. Populate the required fields in the various sections then go to Security. We suggest copying the username.
  3. In the Security & Permissions drop-down select API User (system).
  4. From the API Tracking Identifier, Integration Vendor drop-down select Solarwinds MSP - Solarwinds RMM.
  5. After configuring all required fields click Save & Close to exit or Save to apply the current settings.

You can also change an existing user’s security settings by right-clicking on the user in the main window then Edit Resource. But this is not recommended as a best practice from Autotask.

This API User requirement was introduced by Autotask in April 2020. For integrations configured before this date, you do not have to uninstall existing integration to change the user.

Create an API user as above, then in your Monitoring Dashboard go to Settings> PSA Integration> Configure PSA Login and enter the new credentials. Click Validate to ensure these are valid then OK to apply.

For further information on configuring Autotask, please refer to their documentation.