# Autotask

## Introduction  <a href="#introduction" id="introduction"></a>

Autotask PSA helps IT teams manage their customers, tickets, technicians, contracts, projects, time tracking, billing, and service operations in one system.

### Available Features <a href="#available-features" id="available-features"></a>

* Identity Rules

### Prerequisites

An Autotask account with API-Only User privileges.

<details>

<summary>Follow these steps to generate the API-Only User:</summary>

1\) Log in to the Autotask Admin Portal using an Administrator account.\
2\) Navigate to **Admin -> Account Settings & Users -> Resources/User (HR) -> Resources/Users**.\
3\) Click **New** to create a new API user or open an existing API user.\
4\) Generate or copy the **Username** and **Password** associated with the API-Only user.

</details>

<br>

### Onboarding Autotask in your Perimeters account <a href="#onboarding-jira-in-your-perimeters-account" id="onboarding-jira-in-your-perimeters-account"></a>

1. Go to Integrations → SaaS Services → Select "Autotask" -> Click "+ Add" -> Click "+ Start Integration".
2. **"Username" -** Copy the generated API-Only User's Username and paste it into the Username field.
3. **"Password" -** Provide the Password associated with the Autotask API-Only account that was created in the previous step.&#x20;
4. Click **"Finish"** to complete the onboarding process.

Once you have completed these steps, HaloPSA should be successfully integrated with your Perimeters account.

<br>


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