Autotask PSA Prerequisites<\/strong>:<\/p>\n\n\n\n
- \n
- Recurring Service contracts assigned to all of the accounts.<\/li>\n\n\n\n
- Create a new API user. <\/li>\n\n\n\n
- Associate your Integration Vendor with JumpCloud.<\/li>\n\n\n\n
- Generate the API Key (Username) and Secret (Password) in AutoTask PSA to configure in the MTP.<\/li>\n\n\n\n
- This integration works by mapping your JumpCloud companies to your AutoTask PSA Accounts, and specifying the Contracts and Service you use to represent your JumpCloud product in your catalog. This means that for every company you want to sync, you need:\n
- \n
- An active Contract assigned to the Company of type \u201cRecurring Service\u201d<\/li>\n\n\n\n
- A Recurring Service assigned to the Contract that represents the JumpCloud product<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
<\/a>Assign recurring service contracts to accounts<\/strong>:<\/h2>\n\n\n\n
- \n
- Log in to your AutoTask PSA account and click on the blue icon in the top left-hand corner to open the menu. <\/li>\n\n\n\n
- Select CONTRACTS<\/strong>, then under the Search<\/strong> section, select Contracts<\/strong> again. Under Contract Type<\/strong>, you can see which ones already have a Recurring Service assigned to them. You want to make sure that you have a service assigned to each particular contract because this service is going to represent the JumpCloud product within AutoTask PSA.<\/li>\n\n\n\n
- Select a Contract Name<\/strong> to open its details, then in the left-navigation menu, click on Services<\/strong>.\n
- \n
- Additional details shown are the Unit Cost<\/strong>, Unit Price<\/strong> and Units<\/strong>. This integration will update the Unit Cost<\/strong> and the Units<\/strong> (which is your High Water-Mark) for each Account nightly. <\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n
![](\"\/wp-content\/themes\/jumpcloud\/assets\/images\/gutenberg-blocks\/note-icon.png\")
<\/p><\/div>Note:<\/strong> \nSee Setting up your services<\/a> in AutoTask PSA to learn more.<\/p>\n <\/div><\/div><\/div><\/div>\n\n\n\n
Create a new API user, and generate the Private Key and Secret<\/strong>:<\/h2>\n\n\n\n
- \n
- Click on the blue icon in the top left-hand corner to open the menu. <\/li>\n\n\n\n
- Select ADMIN<\/strong>, then under the Commonly Used<\/strong> section, select Resources (Users)<\/strong>. <\/li>\n\n\n\n
- Click on the dropdown arrow next to the New<\/strong> button, and then select New API User<\/strong>.<\/li>\n\n\n\n
- You can name the new API User First Name<\/strong>: \u2018JumpCloud\u2019, and Last Name<\/strong>: \u2018API User\u2019 or something that you\u2019ll easily recognize.<\/li>\n\n\n\n
- Under Security Level<\/strong>, choose API User (system)<\/strong>. This integration needs to read and update the Unit Cost field within the individual services that you assign to each contract. <\/li>\n\n\n\n
- Fill out the required Email Address<\/strong> field and choose a Primary Internal Location<\/strong>. <\/li>\n\n\n\n
- Under CREDENTIALS<\/strong>, click Generate Key<\/strong> and Generate Secret<\/strong>. This will create a unique Username (Key) and Password (Secret). These will be used to configure the integration within the MTP.<\/li>\n\n\n\n
- Under API TRACKING IDENTIFIER<\/strong>, select Integration Vendor<\/strong>, then open the Integration Vendor<\/strong> dropdown menu and choose JumpCloud – Cloud Service Directory<\/strong> from the list.<\/li>\n\n\n\n
- Click Save & Close<\/strong>.<\/li>\n<\/ol>\n\n\n\n
Interested in our other Integrations? Learn more:<\/p>\n\n\n\n
- \n
- Integrate ConnectWise Manage in the MTP<\/a><\/li>\n\n\n\n
- Integrate Syncro PSA in the MTP<\/a><\/li>\n<\/ul>\n\n\n\n
Not seeing an integration you want? You can request one in the\u00a0Integrations<\/strong>\u00a0tab in the MTP.<\/p>\n","protected":false},"excerpt":{"rendered":"
Prepare AutoTask PSA before integrating with your JumpCloud environment. The AutoTask PSA integration is used to integrate AutoTask with the […]<\/p>\n","protected":false},"author":207,"featured_media":0,"template":"","meta":{"_acf_changed":false,"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","inline_featured_image":false,"footnotes":""},"support_category":[2943,2849],"support_tag":[],"coauthors":[2843],"acf":[],"yoast_head":"\n
Prepare Autotask PSA for Integration in the MTP - JumpCloud<\/title>\n<meta name=\"description\" content=\"Learn how to prepare the Autotask PSA integration with JumpCloud so MSP admins can stay informed on their customers' product usage, along with being alerted on high priority actionable incidents.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/jumpcloud.com\/support\/prepare-autotask-psa-for-integration-in-mtp\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Prepare Autotask PSA for Integration in the MTP\" \/>\n<meta property=\"og:description\" content=\"Learn how to prepare the Autotask PSA integration with JumpCloud so MSP admins can stay informed on their customers' product usage, along with being alerted on high priority actionable incidents.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/jumpcloud.com\/support\/prepare-autotask-psa-for-integration-in-mtp\" \/>\n<meta property=\"og:site_name\" content=\"JumpCloud\" \/>\n<meta property=\"article:modified_time\" content=\"2023-06-05T17:12:10+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/jumpcloud.com\/wp-content\/uploads\/2024\/07\/202405-MISC-JumpCloudHelpCenter-SiteDisplay-min-2.png\" \/>\n\t<meta property=\"og:image:width\" content=\"890\" \/>\n\t<meta property=\"og:image:height\" content=\"525\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n\t<meta name=\"twitter:label2\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data2\" content=\"sashaharrington\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/jumpcloud.com\/support\/prepare-autotask-psa-for-integration-in-mtp\",\"url\":\"https:\/\/jumpcloud.com\/support\/prepare-autotask-psa-for-integration-in-mtp\",\"name\":\"Prepare Autotask PSA for Integration in the MTP - JumpCloud\",\"isPartOf\":{\"@id\":\"https:\/\/jumpcloud.com\/#website\"},\"datePublished\":\"2023-04-13T14:49:11+00:00\",\"dateModified\":\"2023-06-05T17:12:10+00:00\",\"description\":\"Learn how to prepare the Autotask PSA integration with JumpCloud so MSP admins can stay informed on their customers' product usage, along with being alerted on high priority actionable incidents.\",\"breadcrumb\":{\"@id\":\"https:\/\/jumpcloud.com\/support\/prepare-autotask-psa-for-integration-in-mtp#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/jumpcloud.com\/support\/prepare-autotask-psa-for-integration-in-mtp\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/jumpcloud.com\/support\/prepare-autotask-psa-for-integration-in-mtp#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/jumpcloud.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Support\",\"item\":\"https:\/\/jumpcloud.com\/support\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Prepare Autotask PSA for Integration in the MTP\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/jumpcloud.com\/#website\",\"url\":\"https:\/\/jumpcloud.com\/\",\"name\":\"JumpCloud\",\"description\":\"Daily insights on directory services, IAM, LDAP, identity security, SSO, system management (Mac, Windows, Linux), networking, and the cloud.\",\"publisher\":{\"@id\":\"https:\/\/jumpcloud.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/jumpcloud.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/jumpcloud.com\/#organization\",\"name\":\"JumpCloud\",\"url\":\"https:\/\/jumpcloud.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/jumpcloud.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/jumpcloud.com\/wp-content\/uploads\/2021\/01\/jc-logo-brand-2021.png\",\"contentUrl\":\"https:\/\/jumpcloud.com\/wp-content\/uploads\/2021\/01\/jc-logo-brand-2021.png\",\"width\":598,\"height\":101,\"caption\":\"JumpCloud\"},\"image\":{\"@id\":\"https:\/\/jumpcloud.com\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Prepare Autotask PSA for Integration in the MTP - JumpCloud","description":"Learn how to prepare the Autotask PSA integration with JumpCloud so MSP admins can stay informed on their customers' product usage, along with being alerted on high priority actionable incidents.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/jumpcloud.com\/support\/prepare-autotask-psa-for-integration-in-mtp","og_locale":"en_US","og_type":"article","og_title":"Prepare Autotask PSA for Integration in the MTP","og_description":"Learn how to prepare the Autotask PSA integration with JumpCloud so MSP admins can stay informed on their customers' product usage, along with being alerted on high priority actionable incidents.","og_url":"https:\/\/jumpcloud.com\/support\/prepare-autotask-psa-for-integration-in-mtp","og_site_name":"JumpCloud","article_modified_time":"2023-06-05T17:12:10+00:00","og_image":[{"width":890,"height":525,"url":"https:\/\/jumpcloud.com\/wp-content\/uploads\/2024\/07\/202405-MISC-JumpCloudHelpCenter-SiteDisplay-min-2.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"3 minutes","Written by":"sashaharrington"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/jumpcloud.com\/support\/prepare-autotask-psa-for-integration-in-mtp","url":"https:\/\/jumpcloud.com\/support\/prepare-autotask-psa-for-integration-in-mtp","name":"Prepare Autotask PSA for Integration in the MTP - JumpCloud","isPartOf":{"@id":"https:\/\/jumpcloud.com\/#website"},"datePublished":"2023-04-13T14:49:11+00:00","dateModified":"2023-06-05T17:12:10+00:00","description":"Learn how to prepare the Autotask PSA integration with JumpCloud so MSP admins can stay informed on their customers' product usage, along with being alerted on high priority actionable incidents.","breadcrumb":{"@id":"https:\/\/jumpcloud.com\/support\/prepare-autotask-psa-for-integration-in-mtp#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/jumpcloud.com\/support\/prepare-autotask-psa-for-integration-in-mtp"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/jumpcloud.com\/support\/prepare-autotask-psa-for-integration-in-mtp#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/jumpcloud.com\/"},{"@type":"ListItem","position":2,"name":"Support","item":"https:\/\/jumpcloud.com\/support"},{"@type":"ListItem","position":3,"name":"Prepare Autotask PSA for Integration in the MTP"}]},{"@type":"WebSite","@id":"https:\/\/jumpcloud.com\/#website","url":"https:\/\/jumpcloud.com\/","name":"JumpCloud","description":"Daily insights on directory services, IAM, LDAP, identity security, SSO, system management (Mac, Windows, Linux), networking, and the cloud.","publisher":{"@id":"https:\/\/jumpcloud.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/jumpcloud.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/jumpcloud.com\/#organization","name":"JumpCloud","url":"https:\/\/jumpcloud.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/jumpcloud.com\/#\/schema\/logo\/image\/","url":"https:\/\/jumpcloud.com\/wp-content\/uploads\/2021\/01\/jc-logo-brand-2021.png","contentUrl":"https:\/\/jumpcloud.com\/wp-content\/uploads\/2021\/01\/jc-logo-brand-2021.png","width":598,"height":101,"caption":"JumpCloud"},"image":{"@id":"https:\/\/jumpcloud.com\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/jumpcloud.com\/wp-json\/wp\/v2\/support\/75848"}],"collection":[{"href":"https:\/\/jumpcloud.com\/wp-json\/wp\/v2\/support"}],"about":[{"href":"https:\/\/jumpcloud.com\/wp-json\/wp\/v2\/types\/support"}],"author":[{"embeddable":true,"href":"https:\/\/jumpcloud.com\/wp-json\/wp\/v2\/users\/207"}],"version-history":[{"count":3,"href":"https:\/\/jumpcloud.com\/wp-json\/wp\/v2\/support\/75848\/revisions"}],"predecessor-version":[{"id":79448,"href":"https:\/\/jumpcloud.com\/wp-json\/wp\/v2\/support\/75848\/revisions\/79448"}],"wp:attachment":[{"href":"https:\/\/jumpcloud.com\/wp-json\/wp\/v2\/media?parent=75848"}],"wp:term":[{"taxonomy":"support_category","embeddable":true,"href":"https:\/\/jumpcloud.com\/wp-json\/wp\/v2\/support_category?post=75848"},{"taxonomy":"support_tag","embeddable":true,"href":"https:\/\/jumpcloud.com\/wp-json\/wp\/v2\/support_tag?post=75848"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/jumpcloud.com\/wp-json\/wp\/v2\/coauthors?post=75848"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}} - Integrate Syncro PSA in the MTP<\/a><\/li>\n<\/ul>\n\n\n\n
- Click on the dropdown arrow next to the New<\/strong> button, and then select New API User<\/strong>.<\/li>\n\n\n\n
- Select a Contract Name<\/strong> to open its details, then in the left-navigation menu, click on Services<\/strong>.\n