To establish a connection from CrushBank to your AutoTask instance, an API member will need to be
created by following the steps below:
Go to Home> Admin> Resources> click on the down arrow next to New> click on New API User
Fill in the required fields
The Security Level needs to be API User (system)
Under Credentials create a username (key) and password (secret). The password (secret) has to manually be created and cannot be created by clicking generate secret
Select Custom (Internal Integration) for the API Tracking Identifier
Name the Internal Integration Name CrushBankIntegration
Move both Lines of Business to associated
Once the user is created, send CrushBank the following information in an encrypted email so the integration can be created in the Crushbank system.
