PSA: AutoTask Integration

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 based on the selected events.

Getting Started

1. Navigate to Global > Settings > Integrations and choose the AutoTask tile.

Open

Setup

Credentials

Complete the required fields and tap Update to continue:

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

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

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

4. API Integration Code:

Open

Associated Company: This can be left blank for all.

Event Set

This is where you define any of the alerts from ConnectSecure that you wish to create a ticket in AutoTask for; refer to the Event Set KB here: https://cybercns.atlassian.net/wiki/x/UYCugg for full information.

Integration Rules

You will create your Integration Rule that links to the Event Set. This Integration Rule is responsible for telling the Event Set (Alert) how to create in AutoTask (IE: what are the ticket parameters).

This includes the Service Board, Status, Priority, Issue Type, SubIssue Type, Note Type, and Category.

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.

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.

Need Support?

Contact our support team by sending an email to support@connectsecure.com or by visiting our Partner Portal, where you can create, view, and manage your tickets.

https://cybercns.freshdesk.com/en/support/login