When setting up the Autotask LiveLink connections, one of the first steps is to configure the LiveLink Application that houses the password/secret shared between Autotask and Rocketship.
If you need to re-enter the ClientKey, you can follow this process. This is needed when you are first setting up the LiveLinks or when you use the Reset ClientKey function to generate a new key.
- Log into Rocketship Admin
- Click on Autotask Connection
- Find the ClientKey in the LiveLink ClientKey window (refer to image below)
- Copy the ClientKey
- Log into Autotask
- Go to Admin->(Admin Categories)->Automation
- Click on Autoforms & LiveLinks (refer to image below)
- Click on Applications (between LiveLinks and Security Policies)
- Click on GRS rocketship
- Paste the ClientKey into the Application Username/Password (refer to image below)
- Click Save & Close
NOTE: You will save the same ClientKey value in both the username and password fields in the Autotask LiveLink Application page!