Rotate Autotask API Keys

To rotate Autotask API keys, we'll follow these steps:

1. Generate new Autotask API Keys
2. Update API keys in ZenContract
3. Verify the updated API keys

Please note there will be some downtime when generating the new Autotask API keys and verifying them in ZenContact. While this may only be a minute, we recommend that you do this away from peak times to avoid disruptions in ZenContract.

1. Generate new Autotask API Keys

• Open Autotask and navigate to Admin > Company Settings & Users > Resources/Users (HR) > Resources & Users.
• Click Edit on the API user you wish to rotate API keys for.
• Under the Credentials section, edit the Username or click the Generate Key button to generate a new Username.
• Click Generate Secret to generate a new Password.
• Save the Username and Password in a notepad before clicking the Save & Close button at the top of the page. The Password will not be accessible later so DO NOT MISS THIS STEP.

2. Update API keys in ZenContract

• Log into ZenContract and navigate to Admin > Settings > Integrations > Autotask.
• Copy the Username from Step 1 and paste it into the Autotask Email field in ZenContract.
• Copy the Password from Step 1 and paste it into the Autotask Password field in ZenContract.
• Click the Save Changes button.

3. Verify the updated API keys

• After clicking Save Changes, a "Test Connection" pop-up window will appear. Click on the blue OK button to test the connection.
• If the connection succeeds, you will see a green Connection Success message.
• If the connection fails, you will see a red Connection Failed message. In this scenario, please retry the steps above or contact [e-mail] for assistance.