Getting Started With Autotask

  • Go to 'Customers' → 'Integrate with External Service'
  • Select 'Autotask Settings'
  • Enter your Autotask settings (Username, Password)
  • Use the 'Test Connection' button to ensure your details are valid.
  • Use the 'Save Settings' button to save your Autotask settings.
  • Go to 'Customers' and select 'Autotask Sync' to start syncing your contact data.