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https://www.datto.com/products/autotask-psa/

AutoTask API User Creds required for this integration:

https://kb.clouddepot.com/knowledge/autotask-api-user-credentials

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.

Getting Started

  1. Click on Overview > Integrations > AutoTask to configure the integration.

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Setup

Credentials

Complete the required fields and tap Update to continue:

Enter Name: Give the integration creds a name of your choice

Username: Enter the API Username (see: AutoTask API User Creds)

Password: Enter the API Username (see: AutoTask API User Creds)

API Integration Code: (see: AutoTask API User Code)

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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Give the Event Set a name of your choosing, select a Notify By option, and select the Event Set(s) you want to create the alert(s) for.

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Tap on the Category name (expand style menu) to see the individual Event Sets based on Category.

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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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Upon saving, the Selected Companies section appears with your mapping selection(s). You can use the three-dot action menu to Edit or Delete the company mapping and settings.

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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.

Get Support

If you have an integration-related inquiry, please email support@connectsecure.com with the details, and our Support Team will assist you.

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