Introduction

Use this guide to integrate Autotask PSA to ScalePad.

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How Configuration Items are synced

Configuration Items are synced according to the Product Categories from the Autotask integration page.

To view or change these mappings, head to Settings > Integrations and click Autotask after you've set up your Autotask PSA integration.

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Before you begin

If you have an existing integration that is using an API User resource, you will only need to edit the API Tracking Identifier setting. Please follow the Edit existing API User resource instructions below.

If you have an existing integration that is not using an API User resource, follow the Create new API User resource instructions below.

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Existing API User Resource

Integration instructions

In Autotask PSA

1. Sign in to Autotask PSA
2. Navigate to Admin > Resources (Users)

3. Right-click the existing API User > Edit

4. Ensure the Security Level is set to API User (system)
5. In the API Tracking Identifier pane, set the Integration Vendor to Warranty Master - Warranty Tracking in the drop-down menu.
   • You'll see a pop-up letting you know this can't be changed. Click OK to proceed.
6. Navigate to Admin > Features & Settings
7. Expand Resources & Users and click Protected Data Permission
8. Check all of the boxes for the API user that's used to integrate with our app

8. Click Save
9. Navigate back to the main API User > Edit page
10. In the Credentials pane, copy the Username (Key) and Password (secret)

• If you need to, click Generate Secret for a new Password, and Save your changes to activate the new Password
• These fields will need to be entered into ScalePad

In ScalePad

11. Navigate to the Autotask PSA add integration page
12. Paste in the following information that you copied from Autotask PSA

• API Username / Username (Key)
• API Password / Password (Secret)

13. Click Save Autotask PSA Setup

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Create new API User resource

Integration instructions

In Autotask PSA

1. Sign in to Autotask PSA
2. Navigate to Admin > Resources (Users) > New + > New API User

3. In the General pane, enter the following information:
   • Enter the First Name, Last Name, and Email Address
   • Set the Security Level to API User (system)
   • Select Date, Time, and Number Format

4. In the Security pane, complete the following:
   • Generate a Username (Key)
   • Generate a Password (Secret)

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Copy the Username and Password to your clipboard

We recommend you copy the Username (Key) and Password (Secret) to your clipboard, as these fields will need to be entered into ScalePad to complete the integration.

5. In the API Tracking Identifier pane:
   • Select Integration Vendor
   • From the drop-down menu, choose Warranty Master - Warranty Tracking
   • You may see a pop-up letting you know this can't be changed. Click OK to proceed.

6. When the above is finished, click Save & Close at the top of the window

In ScalePad

7. Navigate to the Autotask PSA add integration page
8. Paste in / enter the following information:
   • API Username / Username (Key)
   • API Password / Password (Secret)
9. Click Save Autotask PSA Setup

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View / edit your sync settings

Configuration Items (hardware assets) from Autotask PSA are synced according to their Product Categories.

Learn how to view and edit these mappings in our Autotask PSA Sync Settings article.

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Setup successful

When you click Save Autotask PSA Setup, ScalePad will perform a full sync. When finished, you should be able to view your hardware assets in your account.