How Do I Set Up Autotask Integration?
1. Add a new user (recommend)
- Open your Autotask account.
- Go to Admin>Resources (Users).
- Click New and add new user a new user called unigma and make it an API User security level.
Use this user for integration
Information: One Autotask contract maps one Unigma Customer/Project.
2. Add Integration to Unigma
- Open Unigma
- Go to Settings >Integration
- Click "Add" for Autotask integration and enter your login and password (from step 1)
- Click “Configure Billing Integration” button for Autotask integration. Map Unigma Account to Autotask Account, then select Contract and Settings for Autotask Services.