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Datto Autotask PSA Integration Setup Guide

Robby Singh
  • Updated

Introduction

This article is designed to get your Datto Autotask PSA Integrated with the Quickpass Dashboard for use with the Service Desk/Ticket portion.

 

Prerequisites

  • Datto Autotask PSA subscription 
  • Quickpass subscription that includes the end-user account plan (Q Desk)
  • A login to your Datto Autotask tenant with the Admin Role
  • A login to your Quickpass tenant with the Primary or Super role

Note:  Some of the Terms on this page refer to the default values from Autotask.  If you see different terms here compared to your environment, please see the table provided by Datto for the default and available terms and how to change them.
Datto Autotask Terms and Symbols

Follow the 4 steps below to complete the Autotask PSA Integration

  1. Vendor configuration
  2. Add Security Level for Quickpass Integration on Autotask PSA Portal
  3. Create a new API user for Quickpass on Autotask PSA Portal
  4. Configure the Autotask PSA Integration in Quickpass

 

Step 1: Add 'Quickpass - Password Management' in Integration Center

1. In Autotask PSA, go to Admin -> Extensions & Integrations -> OTHER EXTENSIONS & TOOLS -> Integration Center. Search for 'CyberQP - Password Management', right click and select Edit.

 

2. Under General, Select Active. Under INTEGRATION VENDOR WIDGETS, select Enable Integration Vendor Widgets. Under VENDOR INSIGHTS, select both Enable Integration Vendor Ticket Insights and Enable Integration Vendor Configuration Item Insights.

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Step 2: Add a new Security Level for Quickpass Integration

1. In Autotask PSA, go to Admin -> Customer Settings & Users then click on Security Level to open the security levels list

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2. Right-click and copy a security level with the API User Licence type to set up a new security level

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3. Give a relevant name such as 'Quickpass API Integration' to the security level and make sure feature access for Your Organization and Resources/Users(HR) is checked on

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4. For the role permissions, Select No Permission for all options, for each tab/drop down.

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Then, select the following options:

CRM - Customers & Contact Access > Customer and Cancelation > All

CRM - Object Permissions > Contacts > Add > Yes

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SERVICE DESK - Object Permissions > Tickets > View > All

SERVICE DESK - Object Permissions > Tickets > Edit > Yes

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ADMIN - Feature Access > Your Organization

ADMIN - Feature Access > Resources/Users (HR)

ADMIN - Feature Access > Customers & Contacts

ADMIN - Feature Access > Service Desk (Tickets)

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Other - Miscellaneous > Not required to change password (password does not expire)

 

 

WEB SERVICES API - Feature Access > Can login to Web Services API

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5. Hit Save and Close on the top

 

Step 3: Create a new API user for Quickpass

1. In Datto Autotask go to Admin -> Account Settings & Users then click on Resources/Users to open the list of users and resources

 
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2. Select New API User from the new New button dropdown at the top 

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3. On the 'Add API user' page fill in the required fields. Make sure you select the Security Level you created in the previous step.

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4. Generate the Key and Secret for the user.

IMPORTANT: Make sure you copy both the username and password as they will be used for setting up the integration within the Quickpass dashboard.

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5. Select Quickpass - Password Management as the vendor in the API tracking identifier section

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6. Hit Save & Close

 

Step 4: Configure the Autotask PSA Integration in Quickpass

1. Login to the Quickpass dashboard at https://admin.getquickpass.com (North American Datacenter) or https://eu-admin.getquickpass.com (Europe Datacenter) with either the primary or super login role. 

 

2. Click the Integrations menu on the left-hand side. 

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3. In the Integrations menu click the Datto Autotask PSA option.

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4. Populate the Key and Secret for the API user you created in Step 2 in the Datto Autotask Configuration window and click the Save button when done. 

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5.  Once successfully integrated, the Datto Autotask PSA box will appear with a checkmark in the top left corner.

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Next Steps 

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Comments

1 comment

Date Votes
  • RossCyberQP

    Added notes for API Password expiration.

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