Autotask PSA

Instructions on connecting and configuring Autotask.

Introduction

Integrating Autotask with COW allows you to seamlessly synchronize your device and warranty data, ensuring that your information is up-to-date and accurately managed. This guide will walk you through the steps required to set up and configure your Autotask integration.

Prerequisites

Before you begin the integration process, ensure you have the following information ready:

• Autotask API Username: Enter your Autotask API username.

• Autotask API Password: Enter your API password securely.

Setup