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Overview

To authenticate with AutoTask, you need:
  1. API Zone - The zone subdomain for your Autotask instance (e.g., webservices3, webservices1, etc.)
  2. API Integration Code - A 27-character tracking identifier assigned to your API-only user
  3. API Username - The email address of your API-only user account
  4. API Secret - The secret for your API-only user account
This guide will walk you through obtaining these credentials within AutoTask.

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Prerequisites:

  • You must have a valid AutoTask Administrator account
  • Your account must have appropriate permissions to create API-only users
  • You need to know your AutoTask API zone

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Instructions:

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Step 1: Finding Your AutoTask API Zone

Your AutoTask API zone determines which endpoint your instance uses. Common zones include:
  • webservices1 - for webservices1.autotask.net
  • webservices2 - for webservices2.autotask.net
You can find your zone by checking your AutoTask URL when logged in, or contact your AutoTask administrator.

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Step 2: Creating an API-Only User

  1. Log in to your AutoTask instance as an administrator
  2. Navigate to Admin → Features & Settings → Application Integration (API)
  3. Click API Users in the left menu
  4. Click New to create a new API-only user

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Step 3: Configure the API User

  1. Username: Enter a descriptive username (this will be your API Username)
  2. Email: Enter an email address for the API user
  3. First Name and Last Name: Enter descriptive names
  4. Security Level: Select appropriate security level (usually API User (system))
  5. Integration Vendor: Select your integration vendor or create a new one
  6. API Tracking Identifier: This generates your API Integration Code (27 characters)

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Step 4: Generate API Secret

  1. After creating the user, you’ll be prompted to generate an API secret
  2. Important: Copy and save this secret immediately - you cannot retrieve it later
  3. This secret is your API Secret

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Step 5: Configure API Permissions

  1. Navigate to Admin → Features & Settings → Application Integration (API)
  2. Click API Security in the left menu
  3. Ensure your API user has the necessary permissions for the resources you need to access

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Step 6: Enter credentials in the Connect UI

Once you have all four pieces of information:
  1. AutoTask API Zone: Your zone subdomain (e.g., webservices3)
  2. API Integration Code: The 27-character tracking identifier
  3. API Username: The email address of your API-only user
  4. API Secret: The secret you generated
Enter these in the respective fields in the connection form. You are now connected to AutoTask and can access the REST API endpoints.