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

CRM - Object Permissions > Contacts > Add > Yes

SERVICE DESK - Object Permissions > Tickets > View > All

SERVICE DESK - Object Permissions > Tickets > Edit > Yes

ADMIN - Feature Access > Your Organization

ADMIN - Feature Access > Resources/Users (HR)

ADMIN - Feature Access > Customers & Contacts

ADMIN - Feature Access > Service Desk (Tickets)

Other - Miscellaneous > Not required to change password (password does not expire)
Other Webhooks > Can create Webhooks and Maximum Number of Webhooks 50

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

1. In Autotask PSA go to Admin → Company Settings & Users then click on Resources/Users (HR) to open the list of users and resources

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

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.

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.

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

6. Hit Save & Close

Step 4: Configure the Autotask PSA Integration in Quickpass

1. Login to the CyberQP 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. 

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

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

5.  Once successfully integrated, the Kaseya (Datto) AutoTask PSA box will appear with a checkmark in the top left corner.

Step 5: Customizing the Phone and Email Sync Between Autotask PSA and CyberQP

Autotask PSA integration allows sync key contact details, specifically email address and phone number, into the CyberQP dashboard. This integration helps keep end-user contact information up to date but includes some important configuration steps and limitations.

Contact details syncing happens only when:

• An email or phone number is updated in Autotask PSA for a matched contact.

• Webhooks are properly configured by the user in Autotask PSA, following the official setup guide, under the section "Requirements and configuration steps" → "Add a security level that allows the creation of webhooks."

Autotask PSA integration requires permission to create at least 1 WebHook.

If you have an existing Security role for the CyberQP/Quickpass you can modify it to allow the Webhooks.  If you are setting this up for the first time, we have included this option in the instructions above:

Go to Integrations → Autotask PSA → Settings in CyberQP to check if the WebHook configuration is properly setup.

Limitations

• Invalid or deleted data in Autotask PSA will not overwrite existing valid contact info in CyberQP.

• Duplicate emails: If an email is already in use by another end-user in CyberQP, it will not be reassigned even if matched in Autotask PSA.

• After a sync updates contact details, users must re-login to the CyberQP self-serve app.

Only one email address and one phone number per contact are synced, based on the field mapping set in the CyberQP integration settings. These must be manually selected by the user in the CyberQP dashboard under:

• Integrations → Autotask PSA → Settings

1. Navigate to Integrations > Click the active Autotask tile
2. You should be taken to the "Customers" page. Click the "Settings" button to configure your field mapping settings for syncing with ConnectWise.
   
   The Integration Settings pop up allows you to select a PSA email and phone number field to sync with CyberQP for sending welcome emails, notifications, and authentication requests, ensuring automated updates whenever contact details change in the PSA.
   
   Any future updated will change the email address and phone number we have on file for your end-user.
   
   It will also affect the email address and phone number they use to log into the mobile self serve app and the the web base self serve portal.
   
   
   
   
3. Once you set the Email and Phone number to a field mapping setting you want. Click the Save button.

Next Steps 

• Enable the AutoTask Insight for CyberQP
  https://support.getquickpass.com/hc/en-us/articles/9145841952023-Enabling-the-Datto-AutoTask-Insight-for-Quickpass 
• Match CyberQP Customers to Autotask Customers:
  https://support.getquickpass.com/hc/en-us/articles/9074670634007-Match-Datto-Autotask-PSA-Accounts-to-Quickpass-Customers 

• Match CyberQP Customers to Autotask Contacts:
  https://support.getquickpass.com/hc/en-us/articles/9099550181655-Match-Autotask-Contacts-with-Quickpass-Accounts