Setting your system account country code

To integrate Salesbuildr with Autotask, you need to ensure that your Autotask system account has the appropriate country code. Here's how to do it inside your Autotask PSA:

Within Autotask, navigate to Admin- Resources (Users) and create a new API user. Fill in the form as shown below and generate a username and password.
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If you would like to limit access for the standard API user permissions, view the images below to see all permissions required for the current and future releases of Salesbuildr.

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

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

After creating the API user, please enter them by pressing the "setup Autotask" button in your dashboard.

Enter the API user credentials and click Save. Salesbuildr will now syncronise all companies, contacts, products, services and labour and notify you through email when the synchronisation process is completed.