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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) - Or you can create your own and use the permissions sent over that are required. 
Under Credentials create a username (key) and password (secret). 
  1.  Select Integration Vendor for the API Tracking Identifier
  2. Select CrushBank - Helpdesk as the integration vendor.
  3. Move both Lines of Business to associated
    Screenshot 2024-02-14 at 10.31.35 AM
  4.  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