Configure Autotask Integration with UC Integrator

Log in to Autotask

Navigate to Admin > Extensions & Integrations by just hovering your pointer over the blue Autotask logo in the top left to produce the drop-down seen below.

Select Extensions & Integrations then scroll down and select the Integration Center

Access the MondaGO Telephony CRM Integration and select Add API User

Input the required fields of first name, last name, and email address. The Security Level should be set to API User (system) and you can select a location from the drop-down when you click on Primary Internal Location. Finally, you'll need to click on Generate Key and Generate Secret and those credentials will be produced for you which you'll use in our next steps. Click Save & Close.

Open the UC Integrator application

Click Configuration

Under Integrations, click (Add new)

Select Autotask and click Set

In the API User and API User Secret fields input the credentials you generated earlier in Autotask PSA. Leave the Impersonate User field empty or you'll be unable to authenticate.

Uncheck any Entities you do not wish to search for

Scroll down to Activities to configure additional settings