Datto Autotask PSA

Autotask

1. 1. Click on Account Settings & Users

   

2. 2. Click on highlight

   

3. 3. Click on Resources/Users

   

4. 4. Click on New API User

   

5. 5. Type "CORK"

   

6. 6. Type "API"

   

7. 7. Type any email, it does not have to exist for your domain.

   

8. 8. Click on API User (system)

   

9. 9. Select a location

   

10. 10. Click on Generate Key

    

11. 11. Click on Generate Secret

    

12. 12. Click on Custom (Internal Integration)

    

13. 13. Type "CORK API"

    

Cork

1. 14. Click on Integrations

   

2. 15. Click on Configure

   

Add API User

1. 16. Copy your tracking identifier

   

Cork - Integrations

1. 17. Paste tracking identifier into Integration Code

   

Add API User

1. 18. Copy the "Username (Key)" value

Cork - Integrations

1. 19. Paste "Username (Key)" value into the "Username" field

   

Add API User

1. 20. Copy the "Password (Secret)" value

   

Cork - Integrations

1. 21. Paste the "Password (Secret)" value into the "Secret" field

   

2. 22. Make sure to "Save & Close" on Autotask before pressing "Connect" on Cork