The following guide will show you how to set up an API user in your Autotask account.
Create Security Level
Before creating an API user, we need to create a security level with the minimal permissions required for the integration.
Connect to your Autotask account, click on the top-left menu button and go to Admin > Account Settings & Users
Under Resources/User (HR) click on Security Levels
In the list, look for a security level called “API User (system) (API-only)”, click on the menu button to the left of it and select Copy
Edit the name of the security level to a more indicative name and remove all permissions by pressing on all the “No Permission” buttons of each category
Edit the permissions accordingly:
In the CRM category, under the “Account & Contact Access” section, set all objects permissions to “All”
In the Service Desk category, set the “Tickets” object permissions to:
View: All
Add: Yes
Edit: Yes
In the Admin category, make sure only “Kaseya Integrations” is selected.
In the Web Services API category, set only the following permissions:
CRM > Account: View (Query)
Service Desk > Tickets: View (Query), Add, Edit (Update)
Save the security level by clicking the save button at the top
Create API User
Now we need to create a user that will be used by Guardz.
The user will have the security level we defined in the previous step.
In Autotask, click on the menu button at the top-left and go to Admin > Resources (Users)
Create a new API user by clicking on the arrow near the New button and selecting New API User
Under Security Level, select the security level you created in the previous step, and make sure the user is marked as Active and not Locked
Under the Credentials section, click on both Generate buttons to generate username and password for the user. Save the username and password and do not share it with anyone. This should be used only to create the integration in Guardz
Under the API Tracking Identifier section, select “Custom (Internal Integration)”, give it an indicative name (e.g. Guardz Integration) and save the tracking identifier. Do not share the tracking identifier with anyone. This should be used only to create the integration in Guardz.
Make sure under the Line of Business section to associate only the services you with Guardz will have access to
Fill in the rest of the details as you wish and save the user
Create the Integration in Guardz
Once we have the API user, we are ready to create the integration in Guardz.
Login to your admin account in Guardz application, click on your user icon at the bottom-left and select PSA Integration
Select Autotask in the integrations list
Use the username, password, and tracking identifier of the user we created in the previous step and connect.
Follow the other steps to create the integration, once it's done and active, you should start seeing issues from Guardz as tickets in Autotask (according to how you configured the integration)