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NOTE: This is the second (of two) steps needed to configure the Autotask integration. If you haven’t already done so, please complete the first step, which is available here: Setup the API User in Autotask and Configure the Autotask Integration in MSP Process

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’ The ‘Active’ checkbox must be checked. Enable the two options in the “Vendor Insights” section, and press ‘Save & Close’ Then go to Admin -> Features & Settings Under the Service Desk (Tickets) section, click on ‘Ticket Categories’ Select the Ticket Category which you use as Default - in most cases that’s the one called “Standard”, and Edit this default ticket category. Open the Insights tab This page is divided into two sections - Visible Insights and Hidden Insights. You’ll find the MSP Process insight in the Hidden section; drag it up to the Visible section, and place it in the appropriate order with the other Visible insights. 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 the MSP Process insight in the Insights section of your Tickets.