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.

	Check each step as you work through the process
	Step 1 – Setup an API User Account in Autotask.
	Step 2 – Configure user defined fields in Autotask.
	Step 3 – Configure N-able N-central Integration with Autotask.
	Step 4 – Map an N-able N-central customer to an Autotask account.
	Step 5 – Map device classes to Autotask products.
	Step 6 – Set up export device profiles.
	Step 7 – Add Autotask Ticketing Recipients.
	Step 8 – Set up Autotask Billing Profiles.
	Step 9 – Configure notifications to update a ticket status.
	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.