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Integrating Autotask

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To complete an Autotask integration, you must:

  • Set up Autotask
  • Follow the Autotask integration Wizard
  • Set up your site mappings
  • Test the integration settings

If you have issues with your integration, you can check the settings and delete the integration if necessary.

Step One: Set up Autotask

In this procedure, you set up a new API user.

  1. In Autotask, navigate to Admin > Resources (Users).
    1.png
  2. Click the dropdown error next to New and select New API User.
    2.png
  3. Fill out the settings for the user.
  4. Generate a username and password.
  5. Take note of the username and password.
    3.png
  6. Click Save and Close.
Step Two: Follow the Autotask Integration Wizard
  1. Sign in to the Barracuda XDR Dashboard.
  2. Click Administration > Integrations.
  3. On the Autotask card, click Setup.
  4. Click Edit Settings and enter your credentials.
  5. In the Ticket Integration | AutoTask - API Setup area, type your Username and Secret and click Next.
  6. Follow the Autotask Integration Wizard.
Step Three: Map your Autotask sites
  1. Sign in to the Barracuda XDR Dashboard.
  2. Click Administration > Integrations.
  3. On the Autotask card, click Setup.
  4. Click Edit Settings.
  5. Click Next several times until you get to the Ticket Integration page.
  6. On the Ticket Integration page, in the row of company you want to map, click Edit.
  7. in the Step 1: search Autotask companies by keyword box, type the name of the company you want or part of the company name and click Search.
  8. In the Step 2: select from the below search results box, select a company.
  9. Click Done.
  10. Repeat steps 6-9 until you have mapped all the companies you want to map.
  11. Click Next.
  12. Click Submit.
To test integration settings
  1. Sign in to the Barracuda XDR Dashboard.
  2. Click Administration > Integrations.
  3. On the Autotask card, click Update.
  4. Click Edit Settings.
  5. Click Test.
To test the ticket sync

You can test your ticket settings by sending a test email that uses your saved settings.

  1. Sign in to the Barracuda XDR Dashboard.
  2. Click Administration > Integrations.
  3. On the Autotask card, click Update.
  4. Click Edit Settings.
  5. Click Send Test.