Autotask Integration Manual

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This article explains how to configure BackupAgent integration with Autotask.

General setup

Currently, in order to be able to synchronize BackupAgent and Autotask, you need to share API

credentials with our support department. Please submit a ticket for this here.

Once the APIs are synchronized we can create tickets in Autotask for failed backups and we can

upload billing information per customer.

Synchronization setup per customer

In order to synchronize tickets and billing you need to work with the ID of the Autotask

customer:

This ID should be stored in the Company field in BackupAgent:

Summary of content (5 pages)

PAGE 1
Autotask Integration Manual This article explains how to configure BackupAgent integration with Autotask. General setup Currently, in order to be able to synchronize BackupAgent and Autotask, you need to share API credentials with our support department. Please submit a ticket for this here. Once the APIs are synchronized we can create tickets in Autotask for failed backups and we can upload billing information per customer.
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Ticketing Once this is done, alle service users in BackupAgent for customer ABCXYZ will open tickets in case of failed backups. Example: Billing To allow BackupAgent to create a billing entry in Autotask for a customer, you need to add a Recurring Service Contract. 1. Click on the ‘Admin’ Button. The left pane should now contain a tree of elements. 2. Expand the element Products and Services, then expand Services 3. Click on Services to access the list of existing Services. 4.
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    Unit Price =   Allocation Code = Managed Services  5. Optionally populate the description fields. 6. Click ‘Save’ 7. Repeat steps 1-4 for ‘BackupAgent Server Users’ and ‘BackupAgent Storage’ with their corresponding default rates. The newly created services now appear in the 'Services' list: Now you can add the BackupAgent services to a contract.
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The next step is to create a Token as User Defined Field Go to Admin > User Defined Fields > Accounts > New Fill data as follows: Save and close this form. Notes:  The value of the UDF-BackupAgent Token will be automatically set by the Autotask Synch application for the main/owner account every 24 hours.    Initially, this value can also be set manually by editing the main account, under ‘User Defined’ tab.  Once the parameters are created, the actual Form Post LiveLink can be created.
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loginForm1$txtUsername (selected from LiveLink Parameters menu on left) loginForm1$txtPassword (selected from LiveLink Parameters menu on left) __VIEWSTATE (by selecting Account BackupAgent Token from menu on left) 1 Save and close (click OK if necessary) 2 In the LiveLink Grid, right-click on ‘BackupAgent Reports’ and select ‘Publish LiveLink’ 3 Click on the tabs ‘Security Levels’, ‘Departments’ and ‘Resources’ a