Autotask Integration

The Autotask product export allows you to send products from your Adaptive Catalog workspace to the Autotask product catalog. Once you have established the link to the Autotask product catalog, updates to the pricing and availability will be synchronized to Autotask.

The Autotask Quote export allows you to send products from your Adaptive Catalog workspace to an Autotask Quote of your choosing.

Products that have been previously linked to Autotask Product Catalog products will create quote items that are linked to the related Autotask Product Catalog Products. Items that are not linked to an Autotask Product Catalog Product will simply create a quote item with basic details.

Setup

Create an API User

1) In Autotask, click the menu icon in the upper left, then click Admin > Account Settings and Users

2) Expand the Resources / Users section, then click Resources/Users

3) From the Resources screen, hover over the down arrow to the right of the New button in the top left. Click New API User

4) Fill out the required fields in the General panel. Make sure to select API User (system) in the Security Level dropdown

5) Click Generate Key and Generate Secret. Copy the values to use later

6) In the API Tracking Identifier section, Select Adaptive Catalog - Cloud Service Delivery under the Integration Vendor dropdown.

7) Save and Close

Install the Extension

1) In Adaptive catalog, navigate to the Extension Management page.

2) Click the Install button

3) Search for the Autotask Extensions and click the title to open the installation details dialog

4) Fill out the fields with the following details:

• Nickname: Shown in the Export dropdown in the work

• URL: The API URL for your Autotask instance API

• Username: Your Autotask API Username from previous step

• Secret: Your Autotask API Secret from previous step

5) Click the green Install button