The following topics can be accessed from this page:
- Overview
- Task 1. Creating an API User with Barracuda Tracking Identifier
- Task 2. Creating a User Defined Field
- Task 3. Preparing Accounts
- Task 4. Create a Contract for each Account
- Task 5. Entering Autotask Credentials in ECHOplatform
Overview
Initial Setup involves performing the tasks described in the following table.
Task | Where Task is Performed | Description |
1 | In Autotask, | create an API user with Barracuda Tracking Identifier section to Barracuda MSP vendor. |
2 | set up a user-defined field in Autotask that allows you to link your ECHOplatform and Autotask accounts. | |
3 | prepare your accounts in Autotask to receive ECHOplatform information by populating the user-defined field you just created for each of your accounts. | |
4 | create a contract for each account. | |
5 | In ECHOplatform, | update the Autotask Integration credentials. |