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.
Make sure the ID field is available
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.
You may click Edit to check for the country
Setup the API credentials for Salesbuildr
Within Autotask, navigate to Admin- Resources (Users). Click or hover over the down arrow on the + New button and select - create a new API user. Fill in the form as shown below. You may keep the name (Salesbuildr API). For email enter a valid (your)company email. Click 'Save & Close'.
Use the buttons to generate a username and password. Save the the username and password as you will need to copy/paste them into Salesbuildr later on.
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.
CONTRACTS Permissions settings reference image
CONTRACTS Permissions settings reference image
CRM Permissions settings reference image
CRM Permissions settings reference image
INVENTORY Permissions settings reference image
INVENTORY Permissions settings reference image
PROJECTS Permissions settings reference image
PROJECTS Permissions settings reference image
SERVICE DESK Permissions settings reference image
SERVICE DESK Permissions settings reference image
DOCUMENTS & KNOWLEGEBASE Permissions settings reference image
DOCUMENTS & KNOWLEGEBASE Permissions settings reference image
TIMESHEETS Permissions settings reference image
TIMESHEETS Permissions settings reference image
REPORTS Permissions settings reference image
REPORTS Permissions settings reference image
ADMIN Permissions settings reference image
ADMIN Permissions settings reference image
OTHER Permissions settings reference image
OTHER Permissions settings reference image
WEB SERVICES Permissions settings reference image
WEB SERVICES Permissions settings reference image
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.
Steps from the video below
Navigate to Account Settings & Users
Expand the Resources/Users (HR)
Click 'Security Levels'
Find the API User (system) from Step 1
Hover over the 3 bars on the left and select 'Copy'
Rename it to API User + Webhooks
Scroll down and expand the 'Other' section
Scroll down and enable the [ ] Can create webhooks and set the minimum number to 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
Click Save and Close
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.
