Autotask Integration


IMPORTANT  You must have a default security level of Administrator in Datto RMM when configuring the integration. If you have more than one security level, ensure Administrator is selected as your default security level. For more information, refer to Creating a user.

IMPORTANT  You must use an Autotask sync account when running the integration setup wizard, and this Autotask user account must have a security level of API User, and Datto RMM must be selected as the Integration Vendor. Refer to this topic in the Autotask Help system: Adding or editing an API user. Make sure that in the security level settings, the Not required to change password (password does not expire) check box is selected. Refer to this topic in the Autotask Help system: Other security settings. Also ensure that the API user's domain matches the primary domain of your Autotask database.

IMPORTANT  In Autotask, ensure that all Protected Data Permissions are enabled for the sync account. You can do this in Autotask by navigating to Autotask PSA menu > Admin > Company Settings & Users > Resources/Users (HR) > Security > Protected Data Permission. For more information, refer to this topic in the Autotask Help system: Viewing protected data.

About the integration

The advanced integration of Autotask and Datto RMM introduces a truly unified business management platform, featuring the following:

  • Autotask organizations can be mapped to one or multiple Datto RMM sites via either platform.
  • For more information, refer to this topic in the Autotask Help system: Navigating from the Autotask organization to the RMM site.

  • The Single System of Record (SSoR) functionality provides direct access from Datto RMM tickets to Autotask and vice versa, with more detailed ticket information. With the integration enabled, the ticket entity lives in Autotask only.
  • Each monitor type and the end client Agent tickets can be configured to create tickets in Autotask in designated queues with configurable issue, sub-issue, work type, and ticket note defaults. The defaults can be overridden for specific monitors.
  • Datto RMM device types can be mapped to Autotask products and configuration item types.
  • Datto RMM device user-defined fields (UDFs) can be mapped to Autotask configuration item UDFs.
  • Datto RMM alerts can automatically be closed if the Autotask alert ticket is completed using an Autotask workflow rule and extension callout. Workflow rules in Autotask automatically perform certain updates and actions when specific events happen and conditions are met. You have a number of attributes that are specific to Datto RMM and that are available for use in Autotask workflow rules.
  • To learn how to add and edit workflow rules, refer to the workflow rules topics in the Autotask Help system: Autotask workflow rules.

  • The single sign-on (SSO) functionality allows you to be automatically logged in to Datto RMM if you are already logged in to Autotask and you click an SSO-enabled link from within Autotask.
  • You can make your workflow simpler by having your Autotask alert ticket be automatically resolved when the corresponding Datto RMM alert is resolved. You can also specify when a Datto RMM alert should be considered repeating or related to another alert.
  • You can use attributes that are specific to Datto RMM in Autotask workflow rules.
  • Datto RMM alert and device dashboard tabs are available in Autotask. The dashboards are configured based on the additional device data that is synced between Datto RMM and Autotask.
  • Datto RMM devices can be mapped to billing contracts in Autotask. Datto RMM devices appear in Autotask in real time without a manual device discovery process. On the Endpoint Management Configuration Item Mapping page in Autotask, you can assign a contact, a billing contract and, for recurring service contracts, a service or bundle to the device. You can also set the device as Reviewed for Contract (which removes it from the page).
  • For more information, refer to this topic in the Autotask Help system: Mapping discovered devices to a contact and contract.

  • You can access a number of Datto RMM tools right from Autotask using right-click and context menus.
  • You can access and manage Autotask tickets from within a Web Remote session. Refer to Autotask companion in Web Remote.

IMPORTANT  We recommend that only one Datto RMM account be synchronized to an Autotask database. Connecting an additional Datto RMM account to the same Autotask database will remove the original link, and the existing integration will no longer function.

IMPORTANT  If you plan on changing the domain of your Autotask database, make sure this integration is disabled first. You can re-enable the integration after the domain change is completed. Refer to Disable the Autotask Integration.

More resources in the Autotask Help system

For more information about the features of this integration in Autotask, refer to this topic in the Autotask Help system: Integration workflows. Also refer to the Autotask setup section of this topic.

How to...

Autotask setup

After the initial setup of the integration within Datto RMM, additional settings must be configured within Autotask.

Additional features in Autotask