This article provides instructions on how to integrate Autotask PSA to ScalePad.
How Configuration Items are synced
Configuration Items are synced according to the Product Categories from the Autotask integration page.
To view or change these mappings, head to Integrations and click Autotask after you've set up your Autotask PSA integration.
Create a new API User resource in Autotask PSA
Sign in to Autotask PSA with administrator user credentials
Navigate to Admin > Resources (Users) > New + > New API User
In the General pane, enter the following information:
Enter the First Name, Last Name, and Email Address
Set the Security Level to API User (system)
Select Date, Time, and Number Format
. In the Security pane, complete the following:
We recommend you copy the Username (Key) and Password (Secret) to your clipboard, as these fields will need to be entered into ScalePad to complete the integration.
Generate a Username (Key)
Generate a Password (Secret)
In the API Tracking Identifier pane:
Select Integration Vendor
From the drop-down menu, choose ScalePad - Automated Asset Management
You may see a pop-up letting you know this can't be changed. Click OK to proceed.
Navigate to Admin > Features & Settings
Expand Company Settings and Users and click Protected Data Permission
Select all of the boxes for the API user that's used to integrate with our platform
When the previous 8 steps are finished, click Save & Close at the top of the window.
Enter API User information in ScalePad
Navigate to the Autotask PSA add integration page
Paste in / enter the following information:
API Username / Username (Key)
API Password / Password (Secret)
Click Save Autotask PSA Setup
Configuration Items (hardware assets) from Autotask PSA are synced according to their Product Categories.
Learn how to view and edit these mappings in our Autotask PSA Sync Settings article.
When you click Save Autotask PSA Setup, ScalePad performs a full sync. When finished, you should be able to view your hardware assets in your account.