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How to Create an API User in Autotask PSA?

To run Autotask data migration, you need to create an API user in Autotask PSA with a corresponding security level. Otherwise, you will not have permission to run the migration. Since the default Autotask security levels have no full permissions, you first need to create one with such permissions.

How to Create a Security Level for API USer in Autotask PSA?

You can create a security level for API by copying the default security level and granting it with full permissions. Here’s how you can do it.

1. Head over to Admin and select Account Settings & Users / Client Settings & Users within the Admin Categories section.

Create an API User in Autotask

Note: In the new accounts, you need to look for Client Settings & Users instead of Account Settings & Users.

2. Expand the Resources/Users (HR) settings and select Security Levels in the Security section.

Security Level for Autotask API

Security Level Autotask API

3. Now, locate a bullet list icon next to the API User (system) (API-only) record and select Copy action.

Autotask PSA Copy Security Level

4. Name the security level and click Full Permission in the Web Service API section.

Autotask API User Full Permission

5. Tap Save & Close at the upper left corner.

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How to Create an API User in Autotask PSA?

Now, you can create an Autotask API user with the newly created security level with full permission. Follow these steps:

1. Hover over Admin and select Resources (Users) in the Commonly Used section.

Autotask Resources

2. Hover over New and select the New API User option.

Create API user in Autotask

3. Fill in the General fields. Expand the Security Level options and select the one you’ve recently created. You can generate the Username and Secret or write them manually.

Select Security Level for API User in Autotask

4. Scroll down to the API Tracking Identifier and pick Relokia - Data Migration as Integration Vendor.

Relokia Data Migration for Autotask

5. Press Save & Close.

Once you’ve created an Autotask API user with the necessary security level, you can proceed to automated data migration.

Important:

  • To allow agents to leave comments in tickets, enable Autotask API user impersonation.
  • If an agent has a default Security Level that cannot be edited, they should duplicate this role. The they should grant it "Allow impersonation of resources with this security level" and link the agent to this Security Level.
  • You should repeat this process for all “Security Level” agents available during the user matching.

Here’s how you can do this:

1. Go to Admin > Account Settings & Users.

2. Expand Resources/Users (HR) section and click the Security Levels option.

  • Right-click the necessary agent and select the Edit Security Level action.
  • Expand the Web Services API section and tick the Allow impersonation of resources with this security level option.
  • Autotask API User Impersonation

    Note: Be sure to check the Allow impersonation of resources with this security level option under Resource Impersonation. This step is required to continue your Autotask data migration.

    5. Click Save & Close.

    6. Repeat the following steps for all Security Level agents.

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