Autotask PSA integration steps
Deploying an Autotask PSA integration with N-able N-central requires a number of configuration steps. Complete each step below to incorporate a successful Autotask ticketing integration to service your customers.
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Check each step as you work through the process |
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Step 1 – Setup an API User Account in Datto Autotask. |
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Step 2 – Configure user defined fields in Autotask. |
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Step 3 – Configure N-able N-central Integration with Autotask. |
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Step 4 – Map an N-able N-central customer to an Autotask account. |
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Step 5 – Map device classes to Autotask products. |
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Step 6 – Set up export device profiles. |
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Step 7 – Add Autotask Ticketing Recipients. |
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Step 8 – Set up Autotask Billing Profiles. |
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Step 9 – Configure notifications to update a ticket status. |
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Step 10 – Set up LiveLinks in Autotask. |
Before you integrate Autotask with N-able N-central, ensure N-able N-central and Autotask servers must have a valid SSL certificate and a successful DNS resolution.