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:
Log into Autotask.
Navigate to the CRM section.
Search for companies in the provided field.
Enter "0" into the ID field, then press enter.
Your company should appear as the sole result.
Make sure your correct country is filled in and click save.
Setup the API credentials for Salesbuildr
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. If you would like to limit access for the standard API user permissions, view this image to see all permissions required for the current and future releases of Salesbuildr.
Setup the API webhook permissions
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.
