Overview

Autotask Mirror is an ASP.NET Core application that continuously syncs data from the Autotask PSA REST API into a SQL Server database. Once running, you get a complete, queryable copy of your Autotask data — ready for Power BI reports, custom integrations, or direct SQL queries.

How It Works

1. Connect — Provide your Autotask API credentials (API username, password, and integration code)
2. Sync — Autotask Mirror automatically fetches data from 200+ Autotask entity types on configurable schedules
3. Query — Connect Power BI, SSMS, or any SQL client to your mirror database

Architecture

Autotask Mirror runs as a single web application backed by a SQL Server database:

• Web UI — Blazor Server dashboard for configuration and monitoring
• Background jobs — Hangfire manages recurring sync jobs with automatic retry and distributed locking
• SQL Server — Stores both application settings and mirrored Autotask data in a single database

Deployment Options

Autotask Mirror is available in two editions:

• Standard Edition — Available on the Azure Marketplace for one-click deployment to your own Azure subscription. Runs as an Azure App Service with an Azure SQL Database. Ideal for organizations that want a fully managed, cloud-hosted solution.

• Enterprise Edition — Self-hosted on your own infrastructure. Run Autotask Mirror on any Windows or Linux server with your own SQL Server instance — on-premises, in a private cloud, or in any hosting environment. Gives you full control over the deployment, networking, and database.

Next Steps

1. Review the Prerequisites
2. Follow the Initial Setup guide
3. Connect your Autotask API credentials
4. Optionally enable authentication