Tutorials

How to Configure Autotask and MSP Integration

Table of Contents

Introduction

The purpose of this tutorial is to provide some assistance in getting Autotask configured to work with the ProfitBricks MSP Application.

We need to create an integration user and configure the "Managed Service" billing codes.

Create a New Autotask User

First we need to log into Autotask using a valid username and password. Once we have logged in successfully, display the navigation menu by hovering over the the Autotask logo in the upper left corner of the browser window. Move the mouse down the list so that the Admin menu is displayed.

Autotask Navigation Menu

Choose Resources (Users) under the Commonly Used category. If it is not showing there, then choose Features & Settings, expand Resources/Users (HR) and click on Resources/Users.

Open Admin Resources Users

Click on the +NEW button in the upper left area of the browser window.

Create New User

The Resource Management - New window appears. Fill in the required fields on the General tab.

Resource Management New

Now move to the Security tab. Verify the pre-populated Username and provide and confirm a secure password.

Resource Management Security tab

This part is the most important part: The user must have the Security Level set to Full Access.

Security Level Full Access

Continue through the other required tabs to complete the user setup. The remaining setup tabs are not relevant to integration with the MSP application.

Managed Services Billing Code

Display the navigation menu by hovering over the the Autotask logo in the upper left corner of the browser window. Move the mouse down the list so that the Admin menu is displayed. Under Admin Categories choose Features & Settings.

Autotask Admin Categories

Now select FINANCE, ACCOUNTING, & INVOICING which will expand and present more options.

Finance Accounting Invoicing

Select Billing Codes.

Billing Codes

You will be presented with the Work Types tab, but select the Service tab, which should be the fifth one across the top.

Work Types

Please Note: For integration to work properly a billing code with the exact name of Managed Services must exist. If "Managed Services" is not listed then click on the +New button.

Service New

Enter Managed Services as the Name in the NEW SERVICE CODE dialog and Save it.

Create Managed Services

If "Managed Services" is not set to Active, as indicated by the checkbox in the far right column, then use the Edit icon on the far left.

Edit Service Code

Check the box for Active and Save it.

Service Code Active

Summary

At this point we have completed the necessary configuration changes in the Autotask web application. You can proceed to the MSP web application and configure the integration using your ProfitBricks credentials and the Autotask user credentials that were created in this tutorial.