Autotask Integration Setup

This document outlines the requirements and setup for the Datto integration.

This Integration supports multiple instances

Check out the instructions to set up multiple instances here.

Setting up the API account

Before configuring the Rewst integration you must generate an API user.

Please refer to Datto's documentation for generating API credentials for your organization if you have not already. Part of this process will include the generation/assignment of a tracking identifier. Information about tracking identifiers can be found here.

Configuring the Integration

Once you have created an API account, you will need to configure the integration within the Rewst platform. Follow the below steps to configure a new integration:

1. Log in to the Rewst platform.

2. Go to the Configuration → Integrations in the left sidebar.

3. Click on or search for Datto PSA.

4. Complete the form with the details you created:

   1. Platform: The zone associated with your Datto account

   2. API User Password: This is the API password created during the API user creation process.

   3. API Username: This is the API username created during the API user creation process.

   4. API Tracking Identifier: The generated tracking number for this application

5. Save the configuration. Rewst will do a quick validation of your input.

Company Filter

1. Filter: Select what you would like filtered from the dropdown.

2. Operation: Choose which Operation you would like to use.

3. Value: This must be an integer "Example for Company Below".

Accepted Company Type Values

Ensure you enter the number for the company type you would like to filter on.

1 = Customer
2 = Lead
3 = Prospect
4 = Dead
5 = Cancelation
6 = Vendor
7 = Partner

Beneath that integration authentication section you will see the following options:

1. Suggest Values: This option will attempt to generate mappings between Rewst organizations and child organizations in this integration.

2. Refresh Options: This will re-read the potential mapping options - for both organizations and companies in Datto.

3. Save Mappings: This will apply mapping configuration changes.