Connecting To Autotask

Brian Dosal -

 

 

Step 1 - Log in to your BrightGauge Account  

If you haven’t created an account yet, go here to get started.

 

Once logged in, to get started: 

  • New Accounts

On first login, from the account Overview page, click on the "Add a Datasource" button:

Or, from the first "Welcome to BrightGauge" dashboard page, click on the "Connect a Datasource":

 

  • Existing Accounts

From the account Overview page (to access click on the BrightGauge logo on the top left hand corner), click on the green "+" towards the bottom right of the page (next to the list of your exiting datasources):

 

Or, click on "Data" menu on the the top righthand corner of the screen, and select "Datasources" from the drop down menu:

 

Now click on “Add a New Datasource” and then click on the "AutoTask" icon:

Whether a new account or an existing, clicking on the AutoTask datasource logo will bring you to the page below.

 

 

 

Step 2 - Configure the Datasource

Refer to the screenshot below and match the corresponding numbered fields:

1. Connection Name

2. Enter an AutoTask administrator's login name (a high level user is preferable as they'll have Time Entry access.) Make sure this account has a Security Level of Full Access, per AutoTask's recommendations

AutoTask_User_Level.png

3. Password for the user specified

Deep Linking (This section is optional. More information can be found here.)

4. Your AutoTask URL 

 

 

Step 3 - Test Connection

Once you've filled out all of the fields, make sure to test the connection.  If successful, save the connection.

Please note, a common issue we have seen clients experience is with the "AutoFill" feature in web browsers inputting the wrong the credentials for the database user 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".

Once you’ve saved the connection then the datasets and gauges will be added to your account and they will start syncing immediately.  Initial syncs usually take 20-30 minutes.

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