Connect CloudCockpit to Autotask Instance

Connect to Autotask Instance

Follow these steps to establish a connection between CloudCockpit and your Autotask instance.
This integration is only available for CSPs and Resellers.


Before initiating the connection to your Autotask instance, carefully review all related articles in our knowledge base. These resources contain vital information about supported and unsupported features, helping you determine if the Autotask integration with CloudCockpit aligns with your requirements.


Multiple Currencies

If you operate with multiple currencies in Autotask, consider the following scenarios:

Separate Instances: If you have Autotask instances in different currencies (for example, one in EUR and another in GBP), it's recommended to create one connection per instance.

Multi-Currency Enabled: If you have a single Autotask instance with Multi-Currency functionality enabled, create one connection for each currency you transact in.

Connection Process

Create Security Level in Autotask

1. Navigate to Admin > Company Settings & Users > Resources/Users > Security Levels.




2. Create a copy from the API User (system) security level.



3. Edit the [Copy of] API User (system) (API-only).



4. Set the Name of the security level to CloudCockpit API User.



Set Security Level permissions

On each section, set permissions as shown below. 

1. Contracts



2. CRM




3. Inventory


4. Projects, Service desk, Documents & Knowledge base, Timesheets, Reports

Click on No Permission on these sections.



5. Admin



6. Other


7. Web Services API




8. Save & Close

Go back to top of the screen and conclude the creation of the Security Level by clicking Save & Close.



Create Internal Location

1. Go to Admin > Company Settings & Users > Your Organization > Internal Locations.




2. Click New.




3. Fill the required fields with these values: 
  1. Name: CloudCockpit API Location
  2. Country: United States
  3. First Day of Week: Sunday
  4. Date Format: MM/dd/yyyy
  5. Time Format: hh:mm a
  6. Number Format: X,XXX.XX
  7. Time Zone: (GMT-08:00) Pacific Time (US & Canada)
  8. Holiday Set: Choose any of your holiday sets



4. Go back to top of the screen and click Save & Close




Create API User on Autotask

Create an API User on Autotask associated to the created security level.
For more details about Autotask API Users, please see this article.

1. Go to Admin > Company Settings & Users > Resources/Users (HR) > Resources/Users.




2. Click New > New API User



3. Fill the required fields with these values: 
  1. First Name: CloudCockpit
  2. Last Name: Integration
  3. Email Address: of a person who will be able to take action if an error occurs. This email address will be used for notifications if there are any issues with the integration
  4. Security Level: CloudCockpit API User
  5. Primary Internal Location: Select CloudCockpit API Location



4. Generate the Username (Key) and Password (Secret). And copy these credentials for later use.




5. In API Tracking Identifier:
  1. Integration Vendor: CloudCockpit




6. In Line of Business:
  1. Resource can view items with no assigned Line of Business: Enable 



7. Go back to top of the screen and click Save & Close.




Enable Autotask Connection in CloudCockpit

1. In CloudCockpit, go to Administration > Connectors.

2. Click Add Connection.




3. Choose an Alias (friendly name) for the connection.

4. Paste the API credentials (Username and Password) previously generated in Autotask.



5. Click Create Connection to integrate with your Autotask environment.

Confirming Operations Success

After setting up the integration, it's important to verify that operations between CloudCockpit and Autotask are functioning correctly.
To confirm the success of Autotask operations in CloudCockpit:
  1. Navigate to Administration > Audit Logs in CloudCockpit
  2. Look for operation Create Connector Connection
  3. Review the status and details of this operation to ensure it has completed successfully





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