Auto Task Integration

To establish a connection from CrushBank to your AutoTask instance, an API member will need to be created by following the steps below:

  1. Go to Home> Admin> Resources> click on the down arrow next to New> click on New API User
  2. Fill in the required fields
  3.  The Security Level needs to be API User (system)
  4. 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
  5.  Select Custom (Internal Integration) for the API Tracking Identifier
  6. Name the Internal Integration Name CrushBankIntegration
  7. Move both Lines of Business to associated
  8.  Once the user is created, send CrushBank the following information in an encrypted email so the integration can be created in the Crushbank system.
    1. Username
    2. Password
    3. Tracking Identifier