Datto Autotask

Note: This integration will only function on the hosted version of Autotask not a local installation.

Creating an Security Level for Cytracom via Datto Autotask

  • Log into Datto Autotask
  • Select Admin section in the main menu ☰
  • Select the Features and Settings Tab
  • Expand Resources/Users (HR) submenu
  • Select Security Levels Option under the Security Section
  • Right Click API User and select "Copy Security Level"
  • Rename to "Cytracom API User"
  • Leave Permissions as-is and select Save & Close

Creating an API User for Cytracom via Datto Autotask

  • Select Admin section in the main menu ☰
  • Select the Features and Settings Tab
  • Expand Resources/Users (HR) submenu
  • Select Resources/Users under the Resources/Users Section
  • Under the + New drop down menu select New API User
    • General
      • First Name: <as desired>
      • Last Name: <as desired>
      • Email Address: <as desired>
      • Active:
      • Locked:
      • Security Level: Cytracom API User
      • Date Format: <as desired>
      • Time Format: <as desired>
      • Number Format: <as desired>
    • General
      • Username (Key): [Generate and record]
      • Password (Secret): [Generate and record]
    • API Tracking Identifier
      • Select None
    • Line of Business
      • <Optional>

Logging into the PSA connector via the Company Profile option in the Partner Portal

  • Select Company Profile Icon on the left menu
  • Select PSA connector from the submenu
  • Select ConnectWise Manage from the drop down
  • Integrator Login:
    • This will be the username generated for the API User
  • Password:
    • This will be the password generated for the API User
  • Select Connect, and if all the items above were set up properly the PSA should now be connected!

datto_PSA_Connector_Login.png

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