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Login to Autotask and create your API username and password:  Under Admin -> Resources (Users) click on New and select “API User”, Select MSP Process as your integration partner, and generate a username and password. These two fields will be the username and password you will use to connect Alert Manager to Datto Autotask.  Select Security Level “API User” (system) In MSP Process click on Integrations -> PSA Integrations and click on Plus sign on Add as shown below:  Click on Autotask and then input the username and password from the steps above:  The following is the setup process for the Autotask Ticket Insight. This must be completed after setting up the API and putting it API keys into app.mspprocess.com.

Configuring the MSP Process Insight in Autotask

In the menu select Admin → Extensions & Integrations Select Integration Center At the Vendors tab, find ‘MSP Process’ in the Vendor Name column and click ‘Edit’ ‘Active’ checkbox should be checked. Enable Vendor Insights and press ‘Save & Close’ Then go to Admin ->  Features & Settings Select ‘Ticket Categories’ Select ‘Ticket Category’ which you use as Default and Edit this default ticket category. Open ‘Insights’ tab Drag and drop the insights within the “Visible Insights” section to control their order of appearance on the Insights tab. Insights in the “Hidden Insights” section will not display on the Ticket. The “Always Display” checkbox should be checked. After pressing ‘Save & Close’ you will be able to see POD in Ticket window.