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Connect Autotask with an API User (system) account. MSPilot uses it to import companies as clients, then keep contacts in sync. You need an Autotask administrator who can create resources. Don’t use a technician login.

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Create an API user in Autotask

  1. In Autotask, go to Admin → Organization Settings & Users → Resources/Users (HR) → Resources/Users. Some sites label this Account Settings & Users.
  2. Open the New menu and select New API User. Don’t click New to create a regular resource.
  3. Enter a first name, last name, and an email Autotask can use for notifications. That email is not the API username. Leave Active checked.
  4. Set Security Level to API User (system). If this integration shouldn’t see cost data, use API User (system) Can’t Read Costs instead.
  5. Choose a Primary Internal Location. Pick the office this API user belongs to — usually your main location. The list is unique to your Autotask site.
  6. Under Credentials, click Generate Key and Generate Secret.
    • Username (Key) → MSPilot API username
    • Password (Secret) → MSPilot Secret
  7. Under API Tracking Identifier, select Custom (Internal Integration). Enter an Internal Integration Name you’ll recognize later, such as MSPilot. The generated Tracking Identifier → MSPilot API tracking identifier.
  8. Copy the username, secret, and tracking identifier to a password manager, then click Save & Close. After you close the page, Autotask won’t show the secret again. You’ll paste all three in the next step.
    Create Api User

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Connect Autotask

  1. In MSPilot, open Integrations and choose Autotask.
  2. Paste API username, Secret, and API tracking identifier.
  3. Click Connect to Autotask PSA.
    Connect

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After you connect

MSPilot imports Autotask companies as clients and syncs contacts onto those clients. If you also connect an RMM, map each client’s devices to the matching Autotask company so inventory lands in the right client.