Connect your account

Connect Autotask

Before we can get started synchronising your Autotask contracts, we need to connect it first. Follow these steps to set up your Autotask account:

  1. Go to the Configuration page.

    Configuration page

    Note: if you have not set up your Autotask account before, you will be automatically redirected to this page.

  2. Press the Connect button for the Autotask application.

    Autotask connect

  3. Fill in your Autotask API credentials (1). Autotask requires that you use a Autotask API account for the integration with Goolash. We've explained how to create such an account below.

    Autotask credentials

  4. Press the Store credentials (2) button to verify and store your integrator account details.

Autotask API account

You must connect with an API account for the integration with Goolash. Follow these steps to create a new one:

  1. In the Autotask menu, choose Admin (1) then click Resources (Users) (2) and finally click the New button button.

    Autotask menu

  2. In the General tab, enter a name for this account and fill in an e-mail address.

    Autotask create user

  3. In the Security (1) tab, create your login credentials (2) and set the Security Level (3) to API User.

    Autotask create user

  4. Look for the the API Tracking Identifier box on the same tab. You can leave it set at None (1) if you want to use this API account with multiple integrations.

    It is however recommended to create a dedicated account for each integration. To create one for Goolash specifically, choose Goolash - Microsoft CSP/Google G-Suite Billing Integration (2) from the drop-down:

    Autotask API Tracking Identifier

    Autotask API accounts are free to use.

  5. Click Save button button to create your integrator account.

You can now use the credentials of this integrator account to connect Goolash to Autotask via the Connect form.