Connecting To Autotask Professional Services Automation (PSA)

Step 1 - Log in to your BrightGauge Account

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If you have not created an account yet, go here to get started. If you are logged in with a New Account, click on the "Add a Datasource" button:

If you are logged in with an Existing Account, click on the "Data" menu on the the top righthand corner of the screen and select "Datasources" from the drop down menu:

From either a new or an existing account, click on “Add a New Datasource” and then click on the icon for the datasource you wish to connect.

 

Step 2 - Create a resource (or user) within Autotask

**New Requirements for Autotask PSA Web services API Version 1.6**

As of August 2019, our integration will require a dedicated resource (or user) within Autotask in order to function with the version 1.6 update mentioned above. Instructions on how to create a new resource within Autotask can be found here: Autotask PSA | Add, edit, or copy a resource

When creating/editing the dedicated user, there are two key things that must be configured under the "Security" tab of the resource:

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  • Security Level
    Under the "Security" tab there is a section titled "Credentials". In this section, there is a field titled "Security Level". Ensure that the "API User (system) (API-only)" option is selected.

    This security level provides full system administration access to PSA modules, features, and the data available via Autotask's Web Services API.  It does all of this while limiting access to the Autotask UI itself.

  • API Tracking Identifier
    Under the same "Security" tab, there is a section titled "API Tracking Identifier". In this section, there is a field titled "Integration Vendor". Ensure that the "BrightGauge Software - BrightGauge" option is selected. 

 

Step 3 - Configure the Datasource

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Fill out the form with the following fields:

  • Name: Choose a name for your datasource. For example, Autotask PSA.
  • Autotask Username and Autotask Password: Enter the username and password for an Autotask user created in the previous step.
  • Deep Linking (optional): If you would like to utilize deep linking, input your Autotask URL. For more information on deep linking, check out the information provided here.

 

Step 4 - Test Connection

After filling out all of the fields, test the connection to the datasource by clicking Test Connection. If successful, you will see a green banner stating the test succeeded. Save the datasource by clicking Save.

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Please note, a common issue we have seen clients experience is with the "AutoFill" feature in web browsers inputting the wrong credentials for the username field. When a test connection is successful, the page is refreshed and the autofill takes effect automatically without the user realizing. The user then selects save, accidentally saving the autofilled credentials which are incorrect. A way to prevent this issue is to open a private browsing window (or incognito window) to fill out the datasource configuration page, or simply retyping the credentials after the test connection and clicking "Save".

Dashboards, reports, datasets, and gauges will be added to your account after the datasource is saved. They will start syncing immediately and typically complete syncing after 20-30 minutes. The following list is based on our v2 of Autotask. You may find more info here: https://www.brightgauge.com/autotask

Your Default Dashboards

  • BGS - Projects Overview
  • BGS - Sales
  • BGS - Sales Leaderboard
  • BGS - Sales Reps
  • BGS - Service Desk Leaderboard
  • BGS - Service Ticket KPIs
  • Client Dashboard Template
  • Resource Scorecard
  • Tech Dashboard

Your Default Reports

  • AutoTask Executive Summary Report
  • BGS - Sales Daily Wrap Up
  • BGS - Sales Leaderboard
  • BGS - Service Desk Leaderboard
  • Daily Member Scorecard
  • Service Calls
  • Weekly Member Scorecard
  • Weekly Project Work Summary

 

For a list of all default gauges, please visit the "Gauges" section of your account, sort by the Datasource you'd like to see and select for Default.

 

If you have any questions, don't hesitate to ask us at support@brightgauge.com.

 

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