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Creating an Autotask API User for Rocketship

Like any software that integrates with Autotask, you’ll need to create an Autotask API user for the connection. This takes about 1 minute to do.

These steps are accomplished via the the Admin->Resources (Users) screen in Autotask.

  1. Log into Autotask as an Autotask admin
  2. Go to Admin-> Resources (Users)
  3. Click the down arrow next to New and choose: New API User
  4. Under General:
    1. First Name: Rocketship
    2. Last Name: API
    3. Email Address: (typically an email to get alerts or your work email, but can be a non-working email)
    4. Active: ENABLED
    5. Security Level: API User (System)
    6. Primary Internal Location: Set this to you main Location — it isn’t relevant otherwise
  5. Under Credentials:
    1. Click Generate Key to generate a random API user loginname — you will need this later
    2. Click Generate Secret to generate a random API user password — you will need this later
  6. Under API Tracking Identifier:
    1. Choose Integration Vendor
    2. Select Giant Rocketship
  7. Click Save&Close
Add API User Screen in Autotask

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In this webinar, Dustin Puryear, Autotask expert and MSP industry veteran, will show you how to set up Kanban boards in Autotask, integrate them with your workflow rules, and how to get the most out of them.

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