Upgrading your legacy Autotask integration

Who this applies to

If you created your Autotask integration prior to Jan 15, 2020, you need to update your integration to enable proper synchronization between Password Boss and Autotask

Steps required to upgrade your integration

Upgrading your integration is a quick process and should only take a few minutes.

  1. Create a new API user in Autotask following the instructions here
  2. Add the username and password for the new user to the Autotask integration in the Partner Portal following the instructions here.
  3. Disable the original API user in Autotask.