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Connect Autotask

Before we can get started synchronising your Autotask contracts, we need to connect it first. Follow these steps to set up your Autotask account:

  1. Go to the Configuration page.

    Configuration page

    Note: if you have not set up your Autotask account before, you will be automatically redirected to this page.

  2. Press the Connect button for the Autotask application.

    Autotask connect

  3. Fill in your Autotask API credentials (1). We strongly recommend that you create a separate Autotask API user account for the integration with Goolash Automaker.

    Autotask credentials

  4. Press the Store credentials (2) button to verify and store your integrator account details.

Autotask API user

We strongly recommend you use a separate user account for the integration with Automaker. Follow these steps to set up a dedicated API account:

  1. In the Autotask menu, choose Admin (1) then click Resources (Users) (2) and finally click the New button button.

    Autotask menu

  2. In the General tab, enter a name for this account and fill in an e-mail address.

    Autotask create user

  3. In the Security (1) tab, create your login credentials (2) and set the Security Level (3) to API User.

    Autotask create user

  4. Click Save button button to create your integrator account.

You can now use the credentials of this integrator account to connect Automaker to Autotask via the Connect form.