Prerequisites

Azure Marketplace Deployment

If you are deploying from the Azure Marketplace, the following resources are provisioned automatically:

• Azure App Service (Linux, .NET 10)
• Azure SQL Database
• Managed Identity for secure database access

No additional prerequisites are needed — proceed to Initial Setup.

Autotask API Access

You will need the following from your Autotask instance:

• API Username — An Autotask API user (not a regular user account). Create one under Admin > Resources/Users > API Users in Autotask.
• API Password — The password for the API user.
• Integration Code — A custom integration code registered in Autotask under Admin > Extensions & Integrations > Other Extensions & Tools > REST API. This identifies your application to the Autotask API.

Tip

Create a dedicated API user for Autotask Mirror rather than sharing credentials with other integrations. This makes it easier to manage API throttling limits and audit access.

Network Access

The application needs outbound HTTPS access to the Autotask REST API. The API endpoint is zone-specific and is automatically detected based on your credentials. No inbound ports need to be opened for the sync functionality.