Autotask Integration with 1Stream

This article will provide a walkthrough on the setup of AutoTask with the 1Stream platform.

The Phases of Implementation

1. Setting Security Roles
2. Editing Existing API Users
3. Adding the API User
4. Connecting AutoTask to 1Stream
5. Mapping API Users

Setting Security Roles

1. Log into the AutoTask portal.
2. Go to the AutoTask menu.
3. Select the Admin option.
4. Go to the Getting Started section. 
5. Go to Security Levels.
    
6. Right-click to select an existing system level API user.
7. Copy Security Level. A pop-up window will appear.
    
8. Rename the User to include 1Stream for easier identification.
9. Select Full Permissions on all sections. 
10. Go to the Other section. 
11. In the Maximum Number of Webhooks field, input a value of 10.
    
12. Go to the Web Services API section.
13. Click the checkbox to Allow Impersonation of Resources with this Security Level. 
    
14. Click the Save and Close button.

Editing Existing API Users

1. Return to the AutoTask menu. 
2. Select the Admin option.
3. Go to the Getting Started section. 
4. Select Resources /Users.
   
5. Select the Main Admin Users. 
6. Select the Edit button (three lines icon). A pop-up will appear. 
7. Go to the Security tab.
8. Go to the Security and Permissions section. 
9. Adjust the existing security level to the new access level. 
10. Click the Save and Close button.

Adding the API User

1. Return to the AutoTask menu. 
2. Select the Admin option.
3. Go to the Getting Started section. 
4. Select Resources /Users.
   
5. Click the +New button.
6. Select the Add an API User option.
7. For the User Name, list 1Stream.
8. In the Security Level drop-down, select the new API security level.
9. For the User Email, list a random email address. 
10. Click the Generate Credential button.
11. Copy the Password provided. 
12. Go back to the 1Stream portal.
13. Paste the password into the CRM Password field.
14. In the CRM Username field, put the 1Stream user email. 
15. Go back to AutoTask.
16. Set the API Tracking Vendor to BvoIP-Telephony in the drop-down.
17. Under Line of Business, select all options.
    
18. Click the Arrow pointing right to add the Unassociated Lines of Business to the Associated section.
19. Click the Save and Close button. 

Connecting AutoTask in 1Stream

1. Log into the 1Stream Portal.
2. Go to the Administration menu.
   
3. Choose the Manage Organization option. The page will refresh.
4. Scroll to CRM Settings section.
5. Click on the green circled + button.
6. A pop-up will appear. Choose Autotask from drop-down.
7. Click the Save button.
8. CRM Connection Settings pop-up will appear. 
9. In the CRM Username field, add the API User email.
10. In the CRM Password field, add the API User password.
11. In the CRM Details Link field, add the AutoTask CRM URL. 
    Note: Do not use a slash at the end of the URL. 
12. In the Endpoint field, add the AutoTask CRM URL.
    Note: Do not use a slash at the end of the URL. 
13. In the CRM Version drop-down, select n/a.
14. In the Integration field, paste EBAIT5JZ7ZISFMN4RO3DKXKZDP as the integration code. 
15. Click the Save button. 
16. Scroll up to the 1Stream Administration section. 
17. Click on the System Check button. The systems check pop-up will appear, syncing the data between systems. 

Mapping CRM Users

Once the CRM Connection to AutoTask has been completed, the users in 1Stream can be now mapped to their corresponding AutoTask user.

For instructions on how this can be done, please see our Mapping CRM Users article.