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      Datto Autotask Integration Guide

      A step-by-step guide to connecting Datto Autotask

      Connecting Datto Autotask

      1. Register Gradient
      2. Create Security Level
        1. Connecting Alerts Module
      3. Create API User
      4. Input API Key and Secret
      5. Alerts PSA Board Identification

      Register Gradient

       

      Upon initial registration of your new Gradient account, you will select Autotask and click Next. You will then be presented with a connection checklist. Please gather these items before progressing to the next page. Let's head over to Autotask.

      Create a Security Level

       

      To create a new security level, right-click on the level that most closely matches the one you want to create, then click the Copy Security Level option.

      NOTE: Ensure the License Type of the security level copied is listed as API User, as this cannot be changed.

      Log in to Autotask.

      Navigate to Admin > Account Settings & Users > Resources/Users (HR) > Security Levels.

      Create a new Security Level with the following permissions:

      • Full Permission to Contracts.
      grant_full-Permissions_to_contracts
      • All permission to Customer & Cancellation under CRM. This allows all view Object Permissions to Accounts.

      crm_all_permissions_to_customer_and_cancellation

      • All view Object Permissions to Products under Inventory.

      all_view_objects_permissions_to_inventory

      • Under Other > Miscellaneous enable "Can view internal cost data (excludes New/Edit Resource page)".

      enable_view_cost_data

      Click Save & Close.
      If you wish to enable the Alerts module in Gradient, follow these additional steps:

      • Add to the Service Desk Tickets View, Add and Edit Permissions 

      alerts_enable_view_add_edit_permissiosn_for_Service_desk

      • Under Service Desk -> Other Permissions, select Can edit Status of complete tickets, Can administer tags and tag groups, and Can remove tags from tickets. 

      service_desk_other_permissions
      Click Save & Close.

      Autotask Service Queues must have a resource assigned within Autotask for it to appear within the board selection dropdown.

      Create API User

       

      Navigate to Admin > Account Settings & Users > Resources/Users (HR) > Resources/Users.

      Hover over the New dropdown, and click New API User.
      new-api_user_dropdown

      Enter all required contact fields.

      Select the Security Level created from the previous steps.

      Generate Username (Key) and Password (Secret) and have these ready for the next steps.

      Select Gradient MSP - Business Efficiency from the Integration Vendor dropdown.

      Associate all Lines of Business.

      edit_api_user_options

      Complete Connection with Gradient

       

      Return to your Gradient product and continue with the Setup Wizard until you hit Step 4: Authenticate your API user.

      Populate the Username (Key) and Password (Secret) from the previous steps.

      Click Save and Test. The wizard will run the initial sync, which may take a few minutes, before prompting you to continue to your dashboard.

      Congratulations, you've successfully connected your PSA!

      Note: If any service cards show "clientName", please confirm that all Accounts with active Contracts have the Account Type listed as Customer.

      Alerts PSA Board Identification

       

      When connecting an Alerts integration, you will be prompted for a PSA Board ID. To find the Board ID from Autotask, please follow the below steps.

      1. Within Autotask navigate to Admin -> Service Desk (Tickets) -> Queues
      2. Click the Pencil icon for the queue you want alerts to go to
      3. In the URL of the Edit Queue window, there will be an eight-digit number. This represents the Board ID which you will select from the dropdown within Gradient.

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