How to create an Autotask API User?

How to create an Autotask API User?

Connect your Autotask PSA Instance to Propel Your MSP

To connect your Autotask PSA instance to Propel Your MSP, you will need the following setup:
  1. Setup a security role for the "Propel Your MSP" user
  2. Create an API User (Key & Secret)

Security Role

We suggest creating a new Security Role specifically for the "Propel Your MSP API User". 
  1. Navigate to Admin > Features & Settings > RESOURCES/USERS (HR) > Security Levels
  2. Right click on "API User (system) (API-only)" and click "Copy Security Level"
  3. Name it "API User (Propel Your MSP)"
  4. Propel Your MSP only requires the following Security Modules Levels in Autotask PSA:
Section
Sub Section
Name
Permission
CONTRACTS
Object Permissions
Contracts
View: All
CONTRACTS
Dropdowns
Contract Visibility (for contracts you have access to)
Full
CRM
Account & Contact Access
Customer & Cancelation
All
CRM
Object Permissions
Opportunities & Quotes
Add: Yes
CRM
Object Permissions
Configuration Items & Subscriptions
View: All
Edit: All
CRM
Object Permissions
To-Dos
Add: Yes
SERVICE DESK
Object Permissions
Tickets
View: All
Add: Yes
ADMIN
Feature Access
Resources/Users (HR)
(Add Check)
ADMIN
Feature Access
Configuration Items
(Add Check)
OTHER
Miscellaneous
Not required to change password(password does not expire)
(Add Check)
It's a best practice to specify only the minimum security rights required by any third party provider

Creating Your API User (Key & Secret)

You need to create an API User so that Propel Your MSP can import data from your PSA. 
Be sure to make a copy of both the Username (Key) and Password (Secret) because the Secret will only be displayed once. 
  1. Login to your Autotask PSA
  2. Navigate to Admin > Resources (Users) 
  3. Click on the drop down arrow before the "New" button and click New API User 
  4. Choose a first name, last name and email address (e.g. Propel Your MSP / API / propel@yourdomain.com)
  5. Set Security Level to the newly created "API (Propel Your MSP)" Security Role
  6. Click Generate Key & Generate Secret
  7. For API Tracking Identifier, select Integration Vendor: Propel Your MSP
  8. Save the values for later
  9. Save your changes
Proceed to Propel Your MSP to configure your PSA integration.







    • Related Articles

    • How to create a ConnectWise Manage API Member Key?

      Connect your ConnectWise Manage Instance to Propel Your MSP To connect your ConnectWise Manage instance to Propel Your MSP, you will need the following information: Your instance's domain name (typically connect.yourcompany.com) The Company ID ...

    • More KB articles if you sign in (free account)

      Most Knowledge Base articles require you to sign in to the support portal. You will need to create a free support portal account as the Knowledge Base user account is not synced with the Propel Your MSP app. Don't have a support portal account yet? ...