Hudu

Hudu with AutoTask Integration Setup

This article will provide a walkthrough on setting up Hudu with AutoTask and the1Stream platform.

1Stream Level Feature Notice

This feature is available for only View level 1Stream users and up. If you would like this feature to be available, then please reach out to your bvoip Sales Representative to upgrade user licensing. 

Creating Hudu API User in AutoTask

  1. Log into AutoTask.
  2. Go to the Admin Menu.
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  3. Navigate to the Extensions & Integrations section. The page will refresh.
  4. Expand the Other Extensions & Tools section. ATHudu5
  5. Select the Integration Center option. 
  6. Locate the Hudu Technologies – Documentation option.
  7. Click the three lines next to the Hudu Technologies – Documentation option and select the Edit option. A pop-up will appear.
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  8. Expand the General section. 
  9. Check the Active checkbox.
  10. Click the Save and Close button.
  11. Click the three lines next to the Hudu Technologies – Documentation option and select the Add API User option. An Add Api User pop-up will appear. 
  12. Scroll to the General section.ATHudu6
  13. In the First Name field, input a first name for the API User connection. 
  14. In the Last Name field, input a first name for the API User connection.
  15. In the Email Address field, input a faux email address. 
  16. In the Security Level drop-down, select a security level named API User (system) or similar.
  17. In the Primary Internal Location drop-down, select any location. 
  18. Make sure the Active checkbox is checked.
  19. Scroll down to the Credentials section.ATHudu7
  20. Click on the Generate Key button. - Save the value for use in Hudu
  21. Click on the Generate Secret button. - Save the value for use in Hudu
  22. Scroll down to the API Tracking Identified section. ATHudu8
  23. Ensure that the Integration Vendor option is selected.
  24. The Integration Vendor drop-down should be pre-set to the Hudu Technologies - Documentation option.
  25. Click on the Save and Close button.

The API user is now setup in AutoTask for the Hudu Integration. 

Setting up AutoTask in Hudu

  1. Click on the Admin button. 
  2. Navigate to the Data section.
  3. Click on the Integrations button. The Integrations page will appear. 
  4. Locate the Autotask Integration. 
  5. Click the Create Integration button. The page will refresh with the Connect Autotask screen.ATHudu3
  6. In the Zone field, input the zone as listed at the beginning of your Autotask URL. 
  7. In the Integrator Username field, paste the Autotask Key. 
  8. In the Integrator Password field, past the Autotask Secret.
  9. In the Contacts Will be Matched or Inserted in drop-down, select People.
    Note: This is usually set to People, though depending on the client environment, it could vary. 
  10. In the Locations Will be Matched or Inserted in drop-down, select Locations.
    Note: This is usually set to Locations, though depending on the client environment, it could vary. 
  11. Click on the Update Integrator button.
 An alert should appear saying, Connection is successful!

Setting up the 1Stream Integration

  1. Log into the 1Stream Portal.
  2. Go to the Administration menu.
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  3. Choose the Manage Organization option. The page will refresh.
  4. Scroll down to the CRM Settings section.connectwiseinteg6
  5. Click on the green circled plus button. The Add New CRM Platform pop-up will appear.Hudu15
  6. In the CRM Platform drop-down, select Hudu. The Modify Hudu Connection Settings pop-up will appear.Hudu16
  7. In the API Key Field, input the API Key created in Hudu. 
  8. In the Endpoint field, input your Hudu site URL with /api/v1/ at the end.
  9. In the CRM Details Link field, input your Hudu site URL. 
  10. Click the Save button. 

Adding the Hudu Pop Screen

  1. Scroll down to the Pop Screen URLs section. 
  2. Click on the green circled plus button. The Add New Screen Pop URL pop-up will appear. 
  3. In the LinkName field, add the desired name of the Link as it will appear in the 1Stream Desktop Application.
  4. Click the Save button. The Edit Screen Pop URL pop-up will appear. 
  5. In the Link Type drop-down, select one of the two Hudu options for determining the pop-up screen in Hudu: 
    1. Hudu - Company
    2. Hudu - Contact
  6. Determine the Screen Pop URL users. 
  7. Click the Save button.