Follow these steps to set up a secure and functional connection between Autotask and Salesbuildr.

📍 Prerequisites

Before you begin, make sure:

You have admin access in Autotask
You can create API users and modify security levels
You're logged into your Salesbuildr dashboard

⚙️ Setup in Autotask

💼 These steps are performed inside your Autotask account.

🌍 Step 1 – Set Your System Account’s Country Code

To integrate Salesbuildr with Autotask, you need to ensure that your Autotask system account has the appropriate country code, the steps are;

Log into Autotask
Navigate to CRM
Make sure the ID field is visible
Enter 0 into the ID field and hit enter
Your company should appear as the sole result.
Click Edit if needed and ensure the country is filled in correctly
Click Save

👤 Step 2 – Create the API User

In Autotask, go to Admin > Resources (Users)
Hover over the + New button and choose New API User
Fill in the user form:
- Name: Salesbuildr API
- Email: a valid company email
- Generate and save the Username and Password

⚠️ You'll use these credentials in Salesbuildr later.

🔐 Step 3 – Set API Permissions

Salesbuildr needs read and write access across several Autotask modules. To configure this:

Assign the default or a custom security level to your API user
Make sure permissions cover followings modules (image included) i.e.;

1. CONTRACTS

2. CRM

3. INVENTORY

4. PROJECTS

5. SERVICE DESK

6. DOCUMENTS & KNOWLEGEBASE

7. TIMESHEETS

8. REPORTS

9. ADMIN

10. OTHER

11. WEB SERVICES

🌐 Step 4 – Enable Webhook Support for Real-time Sync

To enable instant updates for companies and contacts from Autotask to Salesbuildr, create an additional security level that has create webhooks permissions.

Go to Account Settings & Users > Resources/Users (HR) > Security Levels
Find the API User (system) from Step 1
Click the three dots → Copy, name it e.g., API User + Webhooks
Expand the Other section
Enable: Can create webhooks (Minimum = 10)
Save and Close
Return to Resources (Users)
Find the API user you created earlier and click 'Edit'
On the right side look for Security Level*
Choose the API User + Webhooks
Save and Close

Follow the steps in de video below to set this up:

⚙️Setup in Salesbuildr

🧩 These steps are completed inside your Salesbuildr Dashboard.

🔧 Step 1 – Connect Salesbuildr to Autotask

Go to your Salesbuildr Dashboard
Click the Configure your PSA Integration tile
Select Autotask, then click Configure
In the window that opens, enter the following
1. API User name
2. API Secret
Click Save to begin syncing. You’ll receive an email once Salesbuildr has:
- Synced your companies, contacts, products, and services
- Connected categories and tax info
- Set up webhooks for live updates
Click confirm once complete.