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Setting Up Autotask and ConnectWise Integrations

Article author
Brett Jaffe
  • Updated

audIT makes syncing customers with your existing PSAs a breeze. Knowing where to find all the keys and passwords for a first-time setup is a little trickier, so we're here to walk you through.

Integration settings are found under Admin > Integrations in the main navigation sidebar. Once there, use the following instructions to set them up.

ConnectWise

Creating an API Member

  1. Log in to your ConnectWise Manage account.
  2. Using the navigation on the left-hand side of your screen, click System, then Members.
  3. Navigate to the API Members tab and click (+) to create a new member.
  4. Enter the following:
    • Member ID: audit 
    • Member Name: audIT API
    • Role ID: Admin (or whatever your top role is named)
    • Level: Corporate (or whatever your level 1 is named)
    • Location, Business Unit, and Default Territory can be any value

Creating an API Key

  1. Next, navigate to the API Keys tab, and click (+) to add a new key.
  2. Fill out the Description field, which can just be "audIT". Note the Public Key and Private Key displayed.

Finish Setting Up audIT

  1. Now, go back to audIT and enter the following information:
  2. Enter the information you just collected into audIT and tap Save. We'll automatically test the connection and let you know if anything went wrong.

Autotask

  1. Log in to your Autotask PSA account at autotask.net.
  2. Using the three-bar menu at the top of the screen, select Admin, then Resources (Users).
  3. Mouse over the down arrow next to New and click New API User.
  4. Enter the following information:
    • First Name: audIT
    • Last Name: API
    • Email: help@auditforit.com
    • Security Level: API User (system)
  5. Click Generate Key for both the Username (Key) and Password (Secret) fields and note both.
  6. Under API Tracking Identifier, choose Custom (Internal Integration), enter "audIT" for Internal Integration Name, and note the tracking identifier just below.
  7. Tap Save & Close, and enter the information you just collected into audIT.
  8. Once you've entered your information into audIT, tap Save. We'll let you know if everything checks out.

Next Steps

Now that your integration is set up, you'll be able to add new audITees from integrations or link existing audITees to records already in your PSA.

Troubleshooting

My agreements aren't appearing

Only active (check your start and end dates!) and recurring agreements are considered for MRR computation. For Autotask, these contracts are specifically called "Recurring Service Contracts." When troubleshooting, manually re-syncing an audITee will immediately re-import your agreements.

My company won't appear inside audIT

If you're having trouble getting a company to appear inside audIT, step through the following:

  1. Make sure your company has at least one contact record. An audITee requires one primary contact method.
  2. If you're using ConnectWise, make sure the company status is set to Active. You can change this from your Company Finance or Company Mass Maintenance views. Read more here.
  3. Navigate to Admin > Integrations, and click Sync Now under the integration you're troubleshooting.

My MRR isn't accurate

audIT prorates and averages out your agreements to estimate an accurate MRR, but a small deviation is expected. If your MRR is significantly off from what you expect after a manual sync, let us know.

When I go to add an integration, the inputs are disabled

You must be an audIT admin to manage integrations. You'll need to contact your account administrator.

If you're still having trouble or you have a different problem entirely, send us a message.

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