MSPs who use popular IT business management platform Autotask PSA will now be able to seamlessly import all their accounts and contacts into Myki for MSPs as companies and users, all with one click.
Setting up the Autotask PSA integration
Step 1: Access the Myki Portal
Step 2: Generate an Autotask PSA API tracking identifier
To generate an API tracking identifier, you will first need to set the right user permissions:
Navigate to the Autotask PSA portal and click the Autotask icon in the upper right corner to open the drop-down menu. Click Admin and then select Resources (Users).
You will need to make sure that the Autotask user conducting the integration has the required security permissions to access the web services API.
To edit the permissions of a current resource, simply right click on that user, navigate to the Security section, and select API User in the Security Level drop-down list
If you wish to create a new user resource with the proper permissions:
Click the New button in the upper left corner of the Resources page. Fill out the user's general details, then click Save.
Click the Security tab at the top of the screen.
Fill out the username and password fields, make sure the Active box is checked, and then assign a security level of API User from the drop-down menu.
When finished, click Save & Close.
You are now set up to generate an API tracking identifier. Simply go to the bottom right of the user Security tab, select Integration Vendor, and choose Myki - Password Management from the drop-down list. Click Generate and copy the API tracking identifier.
Step 3: Configure the integration in the Myki Portal
After generating an API tracking identifier, proceed by filling out the authentication information in the Integrations section of the Myki Portal.
You will need valid credentials (username and password) that you use in order to authenticate to Autotask PSA.
After filling out the authentication information, click on Connect, this will attempt to establish a connection between Myki and Autotask PSA.
For a detailed step-by-step guide on how to import your accounts and contacts from Autotask PSA into Myki for MSPs, check out this article on the Myki support page.
To learn more about Myki for MSPs’ other features, visit the MSP section of the Myki website.