STEP 1: Login to Autotask
Please login to your Autotask Instance to begin.
STEP 2: Generate API Credentials
This guide helps with creating an API account in Autotask and Integrating it to HighGround.
Go to Admin → Resources (Users) in the menu stack on the top left-hand side:
Now click the dropdown and choose New API User:
Fill in the following information in the pop-out:
General section:
First Name: HighGround
Last Name: API
Email: your email address or an appropriate service address
Security Level: Select API User (system)
Primary Internal Location: Choose any suitable
Leave other defaults
Credentials section:
Click the Generate buttons to get both Username (Key) and Password (Secret)
Save both values as they are needed later to insert in the HighGround integration window.
API Tracking Identifier section:
Select Custom (Internal Integration) and save the Tracking Identifier
Insert “HighGround” into Internal Integration Name
Click Save & Close at the top of the pop-out and go to Step 3.
STEP 3: Choose your Zone
Autotask has multiple zones depending on the instance you have.
For example, the following instance:
Will be associated with the Pre-release API URL:
It depends on the number at the end of the first part of the URL of your instance.
Please choose the appropriate API URL and save it, as you will need it in HighGround.
Zone | API URL |
Pre-release | |
Pre-release (UK) | |
Limited Release | |
Limited Release (UK) | |
America East | |
America East 2 | |
America East 3 | |
America West | |
America West 2 | |
America West 3 | |
UK | |
UK2 | |
Australia / New Zealand | |
Pre-Release (Deutsch) | |
Pre-Release (Español) | |
German (Deutsch) | |
EU1 (English Europe and Asia) | |
Spanish (Español) |
STEP 4: Integrate to HighGround
Login to HighGround and open Integrations menu:
Find Autotask and click Connect:
Fill out the pop-out with the data from Step 2 and 3:
Server Type: Cloud/Hosted
Api Domain Url: API URL from Step 3
API Key: Tracking Identifier from Step 2
Secret Key: Generated Password (Secret) from Step 2
Username: Generated Username (Key) from Step 2
Click Continue.
Congratulations, now AutotaskPSA is integrated into your HighGround Account! 🥳