Integrating with Datto Autotask PSA

Abe Bro
Abe Bro
  • Updated

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

Note: This article captures third-party steps and/or an interface that may have since been updated.  

What you'll need:
• Admin access to a Datto Autotask account.

  1. In your Datto Autotask account, click Admin > Resources (Users).
    Click Admin and Resources.png

  2. Click the arrow to expand the New drop-down menu and select New API User.
    Click New and New API User.png

  3. Fill in the following required fields in the pop-up windows that appears:
    a. First Name: This can be anything you like (or example, "Backup").
    b. Last Name: This can be anything you like (or example, "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.
    Fill Out Required Fields.png

  4. Click Generate Key and Generate Secret and make a note of the values that are automatically generated.
    Click Generate Key and Generate Secret.png

  5. Under Integration Vendor, choose Backup Radar.
    Under Integration Vendor choose Backup Radar.png

  6. Click Save & Close.
    Click Save & Close.png

  7. In Backup Radar, click Integration > PSA Integration.
    Click Integration and select PSA Integration.png

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

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

  10. Enter the following information and click Next Step:
    a. API Version: Select REST.
    Note: Datto Autotask's SOAP API integration is currently retired and no longer supported.
    b. User Name (the Username (Key) you generated in Datto Autotask).
    c. Private Key (the Password (Secret) you generated in Datto Autotask).
    Enter PSA Sync Settings and Click Next Step.png

  11. Select the Company Types and Company Statuses for the company names you wish to sync to Backup Radar and click Next Step.
    Note: We do not sync any other information beyond the company name.
    PSA Sync 2.png

  12. Configure your sync settings and click Next Step.
    Note: We recommend you sync the Server and Workstation, or Managed Workstation and Managed Server, depending on which naming convention you prefer on the configuration types, as shown below. 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.
    PSA Sync 3.png

  13. 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.
    PSA Sync 4.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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