Knowledge Base
Step 1: Setup the API User in Autotask and Configure the Autotask Integration in MSP Process Autotask
Login to Autotask and create your API username and password:
Under Admin -> Resources (Users) click on New and select "API User", Select MSP Process as your integration partner, and generate a username and password. These two fields will be the username and password you will use to connect Alert Manager to Autotask.
Select Security Level "API User" (system)
In MSP Process click on Integrations -> PSA Integrations and click on the Add new PSA button:
Click on Autotask:
Input the username (key) and password (secret) from the steps above:
The Store Contacts in MSP Process feature is optional; it is used for two things:
- If you have a lot of contacts in Autotask, enabling the Store Contacts in MSP Process feature is recommended but optional, as it'll ensure that the Contacts page in MSP Process will load quickly. With contact storage disabled, we'll live query Autotask for your list of Customers and Contacts each time you load the Contacts page in MSP Process, which can take anywhere from 5 to 60 seconds to complete. No one likes waiting. =)
- If you plan on using the AI VoiceAssist module, enabling the Store Contacts in MSP Process feature is mandatory, as we need that information readily accessible, so that we can quickly identify the caller.
NOTE: This is the second (of two) steps needed to configure the Autotask integration. If you haven't already done so, please complete the first step, which is available here:
Setup the API User in Autotask and Configure the Autotask Integration in MSP Process
Configuring the MSP Process Insight in Autotask
In the menu select Admin → Extensions & Integrations
At the Vendors tab, find ‘MSP Process’ in the Vendor Name column and click ‘Edit’
The ‘Active’ checkbox must be checked.
Enable the two options in the "Vendor Insights" section, and press ‘Save & Close’
Then go to Admin -> Features & Settings
Select the Ticket Category which you use as Default - in most cases that's the one called "Standard", and Edit this default ticket category.
Open the Insights tab
This page is divided into two sections - Visible Insights and Hidden Insights. You'll find the MSP Process insight in the Hidden section; drag it up to the Visible section, and place it in the apporpriate order with the other Visible insights. Insights in the "Hidden Insights" section will not display on the Ticket. The "Always Display" checkbox should be checked.
After pressing ‘Save & Close’ you will be able to see the MSP Process insight in the Insights section of your Tickets.