Connecting SaaS Backup to Autotask

Topic

This article discusses how to connect NinjaOne SaaS Backup to Autotask.

Environment

NinjaOne SaaS Backup

Description

Follow the steps below to connect Autotask to your NinjaOne SaaS Protection instance.

Index

Complete Partner Setup in Autotask

The first action is to complete the Autotask partner setup.

Launch Autotask and log in using valid credentials.
Navigate to Admin, then Company Settings & Users.
Expand Resources/Users (HR) and click Resources/Users.
Click New API User.
In the General section, fill in all mandatory information and select an appropriate security level. For guidance on creating a new role, refer to the Setting Up a New Security Role in Autotask section below.
Click Generate Key and Generate Secret. Save both the key and secret for later use during this procedure.
Select "NinjaOne - Cloud Backup" as the Integration Vendor.
Click Save and Close.

Connect to Autotask on NinjaOne's Partner Portal

Next, you'll connect Autotask to NinjaOne so you can manage it through the NinjaOne Portal.

Log in to the Partner Portal. On the left navigation bar, click the Integrations menu (marked with the plug icon).
On the Autotask card, click Connect.
Input the previously generated Key and Secret into the respective fields, and then click Next Step.
Upon successful connection, you are officially connected to Autotask. The system will display a success banner and redirect you to the ticket mapping form.
Complete the form by selecting the suitable options, then click Next Step. All fields are required, so ensure none are left blank.

Complete Integration configuration (optional)

Fill out all required fields in the integration configuration form, then click Next Step.

Specify if you want to sync the seat quantity to PSA.
Select Ticket Type for service ticket creation.
Select Ticket SLA for service ticket creation.
Select Ticket Priority for service ticket creation.

The system will show a banner with a completed integration configuration setup. You can continue to the steps below for organization mapping. Clicking the Revoke all ticket mapping button will only clear the integration configuration form. Your HaloPSA connection will not be affected.

Create a New Plan with Autotask Integration

Next, map the plan.

To map the plan, click Manage. You'll be redirected to the Integration page for mapping.
From the available options, select Service, then click Connect (blue icon).
After successfully mapping the plan, you will notice a green check mark indicating success, and the Unlink button will appear.
Upon returning to the plan page, click Menu and select View Integration. The Synced badge will now indicate that the plan is synchronized with the integration.

Edit Existing Plans Mapped with Autotask Integration

Click the Menu button, then select View Integration.
A pop-up window will appear.
Click Manage to proceed with mapping the plan in Autotask. You will be redirected to the Integration page. Select Service and proceed until it is successfully synced.

Create a New Organization Connected Through Autotask Integration

Use this procedure to create a new organization that's connected to Autotask.

Select the plan that is synced with the Autotask integration.
Upon successful organization creation, a new pop-up will appear for mapping requirements. Click the Manage button to redirect you to the Integration page.
Select Company, Contract, and Contract Service, then click Connect (blue icon).
Upon successful organization mapping, a green check mark will appear, and the Unlink button will be displayed.

Edit an Existing Organization and Map with Autotask

Go to the Integration page, click on Option, then select Manage Connection.
Click on Organization Mapping, find the organization you want to edit, select Company, Contract, and Contract Service, then click Connect (blue icon).
Once successful, the system will display a green check and the Unlink button.

Set Up a New Security Role in Autotask

Here you'll set up the security tole and its permissions.

Launch Autotask, then Log in with valid credentials.
Navigate to Admin, then Account Settings & Users.
Expand Resources/Users (HR) and select Security Levels.

Figure 1: Autotask Security Levels (click to enlarge)

Click the unordered list icon to the left of the API User (system) (API-only) security level and choose the Copy option.

Figure 2: Copying the API User (click to enlarge)

Enter a name for the new security level and select the Active checkbox.

Figure 3: Renaming the security level (click to enlarge)

Set permissions for the API user as follows:
- Contracts: Click Object Permissions and set the following parameters:
  - View: All
  - Add: Yes
  - Contract Visibility (for contracts you have access to): Full
- CRM: Click the No Permission link and set the following permissions individually:
  - Company & Contact Access: All
  - Customer & Cancellation: All
  - Vendor & Partners: All
  - Prospects, Leads, & Dead: None
  - Companies:
    - Add: Yes
    - Edit: All
    - Delete: All
    - All other fields; None
- Inventory: Click the No Permission link.
- Projects: Click the No Permission link.
- Service Desk:
  - Click the No Permission link and then set the following permissions individually:
    - Object Permissions (Tickets):
      - View: All
      - Add: Yes
      - Edit: Yes
      - Delete: All
- Documents & Knowledge base: Click the No Permission link.
- Timesheets: Click the No Permission link.
- Reports: Click the No Permission link.
- Admin: Click the No Permission link, then set the following permissions only by checking the checkbox for:
  - Resources/Users
  - Products, Services, & Inventory
Once all permissions are configured, click Save & Close.

Revoke the Autotask Integration

Follow these steps to remove the connection between NinjaOne and Autotask.

Log into the NinjaOne Partner Portal and navigate to the Integration page.
Select Option, then Revoke Autotask on the Autotask card.
The system will display the same page with the Connect button active after revoking succeeds.