AutoTask
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      AutoTask Integration

      Directions for setting up AutoTask integration

      Create the API User

      1. Go to Home> Admin> Resources (users) > click on the down arrow next to New> click on New API User
        Autotask API setup
      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). 
      5.  Select Integration Vendor for the API Tracking Identifier
      6. Select CrushBank - Helpdesk as the integration vendor.
      7. Move both Lines of Business to associated
        Screenshot 2024-02-14 at 10.31.35 AM
      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