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https://www.datto.com/products/autotask-psa/ |
Info |
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AutoTask API User Creds required for this integration: https://kb.clouddepot.com/knowledge/autotask-api-user-credentials |
Table of Contents |
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Overview
Send ConnectSecure scan results as tickets to AutoTask, along with Configuration and Company syncing options. This ensures your teams stay on top of scan alerts.
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Getting Started
Click on Overview > Integrations > AutoTask to configure the integration.
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Setup
Credentials
Complete the required fields and tap Update to continue:
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Associated Company: This can be left blank for all.
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Event Set
This is where you tell the integration what events should generate an alert. Tap the Add button to view and add your desired event sets.
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Use the checkboxes to select the Event Sets, then tap the Save button. Upon doing so, you will be prompted with a Confirmation box asking if you want to create an Integration Profile or save your event set.
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Integration Rules
Here, you will create a name of your choosing and link the previously created Event Set. Tap Save to finish.
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You will be prompted with a Confirmation message to save the Integration Rule or tap Yes to save and move to the Company Mapping section.
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Company Mapping
This is where you manage your company mappings between AutoTask and ConnectSecure; you can import them directly from AutoTask or map existing ConnectSecure companies to AutoTask using the Add button.
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Create Ticket = This will enable automatic ticket creation for the selected company based on the mapped Event Set and Integration Profile settings. Enable Configuration is not required or linked to this. Enable Configuration = This will enable the syncing of Assets from ConnectSecure over to AutoTask Configuration Items. This is not required for Enable Tickets or linked in any way. |
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Get Support
If you have an integration-related inquiry, please email support@connectsecure.com with the details, and our Support Team will assist you.