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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 MSP Process to Autotask.  Select Security Level “API User” (system) In MSP Process click on Settings -> Integrations -> PSA Integrations and click on the Add new PSA button:  Click on Autotask: Input the username (key) and password (secret) from the steps above:  The Store Contacts in MSP Process feature is optional; it is used for two things:
  • If you have a lot of contacts in Autotask, enabling the Store Contacts in MSP Process feature is recommended but optional, as it’ll ensure that the Contacts page in MSP Process will load quickly. With contact storage disabled, we’ll live query Autotask for your list of Customers and Contacts each time you load the Contacts page in MSP Process, which can take anywhere from 5 to 60 seconds to complete. No one likes waiting.  =)
  • If you plan on using the AI VoiceAssist module, enabling the Store Contacts in MSP Process feature is mandatory, as we need that information readily accessible, so that we can quickly identify the caller.