Like any software that integrates with Autotask, you’ll need to create an Autotask API user for the connection. This takes about 1 minute to do.
These steps are accomplished via the Admin->Resources (Users) screen in Autotask.
- Log in to Autotask as an Autotask admin
- Go to Admin-> Resources (Users)
- Click the down arrow next to New and choose: New API User
Under General:
- First Name: Rocketship
- Last Name: API
- Email Address: (typically an email to get alerts or your work email, but can be a non-working email)
- Active: ENABLED
- Security Level: API User (System)
- Primary Internal Location: Set this to your main Location — it isn’t relevant otherwise
Under Credentials:
- Click Generate Key to generate a random API user login name — you will need this later
- Click Generate Secret to generate a random API user password — you will need this later
Under API Tracking Identifier:
- Choose Integration Vendor
- Select Giant Rocketship
- Click Save&Close