Integrating with Datto Autotask PSA

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Hey there! Follow the steps below to create an integration between Datto Autotask and Backup Radar.

Who can use this feature?
• Administrator users.
• Standard users (who have been granted access).
 
What you'll need:
• Admin access to a Datto Autotask account.
Note: This article captures third-party steps and/or an interface that may have since been updated.  

 

Step 1: Setting up your Datto Autotask account

Setting up your Datto Autotask account

In Datto Autotask, follow these steps to generate an API key and secret:

  1. Click Admin > Resources (Users).
    Click Admin > Resources (Users).png

  2. Select New > New API User.
    New > New API User.png

  3. Under General, fill in the following required fields:
    Add API User.png
    a. First Name: This can be anything you like (e.g. "Backup").
    b. Last Name: This can be anything you like (e.g. "Radar").
    c. Email Address: This can be any email address you have access to.
    d. Security Level: For just the essential requirements for product functionality, see Datto Autotask PSA Permissions. Otherwise, choose the highest security level for a quick and comprehensive setup.
    e. Primary Internal Location: Choose the appropriate option for you.

  4. Under Credentials, click Generate Key and Generate Secret, and make a note of the values that are automatically generated.
    Generate Key and Generate Secret.png
  5. Under API Tracking Identifier, click the Integration Vendor drop-down menu and choose Backup Radar, LLC - Backup Radar.
    API Tracking Identifier > Integration Vendor > Backup Radar.png
  6. Scroll up and click Save & Close.
    Save & Close.png

Step 2: Setting up your Backup Radar account

Setting up your Backup Radar account

In Backup Radar, follow these steps to configure your integration using the API key and secret you generated in your Datto account:

  1. Click Integration > PSA Integration.
    Integration > PSA Integration.png

  2. Under the PSA Integration tab, click Configure.
    Click Configure.png

  3. From the PSA Integration drop-down menu, select Autotask.
    Under PSA Sync Settings choose Autotask.png

  4. Enter your PSA credentials and click Next Step:
    PSA Credentials.png
    a. API Version: Select REST. Note: Datto Autotask's SOAP API integration is currently retired and no longer supported.
    b. User Name: Enter the Key you generated in Datto Autotask.
    c. Private Key: Enter the Secret you generated in Datto Autotask.
    d. Map Company Type From: This field is optional and relates to company tags that you may or may not use. In most cases, Configuration Item Type is the best choice.

  5. Select the Company Type(s) and Company Classification(s) for the companies you wish to sync to Backup Radar and click Next Step. These settings can be changed at any time.
    Note: If your customers are not assigned classifications in Datto Autotask, select Sync accounts without Classification.
    Note: We do not sync any other information beyond the company name.
    Company Sync Filters.png
  6. Choose your desired configuration sync filters and click Next Step.
    These will be used to generate Device Types in Backup Radar. You can use the search to find them if you have an extensive list of options.
    Note: For Configuration Type, we recommend you sync the Server (or Managed Server) and Workstation (or Managed Workstation).
    Configuration Sync Filters.png
  7. The final step gives you an opportunity to preview which of your Datto Autotask companies will be imported. Select Get companies to see this list.

    If there are any issues with the list, click Previous Step to go back and make the necessary adjustments. When you are ready to proceed you can select Confirm Integration.
    Company List Preview.png

 

You're done! When you see Completed.png next to the Ticketing Source section, this indicates that your company sync has completed and your PSA has been integrated successfully.

PSA Sync Complete.png

To make modifications to or delete your PSA integration, follow the steps in the following article: Modifying and Deleting a PSA Integration.

What’s next?

Now that you've set up your PSA application, your next step is to set up your ticketing defaults. See Setting up Ticketing Defaults for step-by-step instructions on how to do this.

 

Any questions? Reach out to our friendly, neighborhood support team by submitting a support ticket.

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