Autotask API Configuration

Configure the connection to your Autotask PSA instance. Navigate to API Settings in the left sidebar or go to /settings/autotask.

Required Settings

Setting	Description
API Zone	The Autotask API endpoint for your region. Use the Detect Zone button to find it automatically.
Integration Code	Your custom REST API integration code from Autotask.
API Username	The email address of your Autotask API user.
API Password	The password for the API user.

Setting Up API Access in Autotask

Create an API User

1. In Autotask, go to Admin > Resources/Users (HR) > Resources/Users
2. Create a new resource or select an existing one
3. Under the Security tab, set the security level to API User (system)
4. Save the resource and note the email address and password

Register an Integration Code

1. Go to Admin > Extensions & Integrations > Other Extensions & Tools > REST API
2. Click New Integration
3. Enter a name (e.g., "Autotask Mirror")
4. Copy the generated Integration Code

Zone Detection

Click the Detect Zone button to automatically determine your API zone. The detection uses your API username to query the Autotask zone routing endpoint. The correct zone URL will be populated automatically.

Hot Reload

API credential changes are saved to the database and automatically reloaded by the application within 60 seconds. No application restart is required.

Security

API credentials are encrypted at rest using ASP.NET Core Data Protection. The Integration Code and API Password are stored encrypted in the application database.