1. Security Levels
This step is encouraged if you follow the principle of least privilege (POLP). However, you may need to update your Security Levels when ZenContract adds new integration features with Autotask. If you do not want to follow the principle of least privilege and want to have instant access to new integration features, feel free to skip this step.
To start with, log into Autotask. From the menu in the top left, hover over Admin, then click Company Settings & Users under Admin Categories.
Expand Resources/Users (HR) and click Security Levels.
Find the Security Level named API User (system) (API-only) and create a copy of it. Autotask will open this copy in a new tab.
In the General Information section, change the Name to "API User (ZenContract)" and ensure the Active checkbox is checked.
Scroll down the page and click the No Permission button on the right-hand side of each Feature/Section. This gives us a clean slate, and we will add the required permissions back in the following steps.
Expand Contracts and add the following permissions:
- Contracts View = All
- Contracts Add = Yes
- Contract Visibility (for contracts you have access to) = Full
Expand CRM and add the following permissions:
- Customer & Cancelation = All
- Prospects, Leads, & Dead = All
- Opportunities & Quotes View = All
- Opportunities & Quotes Add = Yes
- Opportunities & Quotes Edit = All
- Attachments Add = Yes
Expand Inventory and add the following permissions:
- Products View = All
Expand Admin and add the following permissions:
- ResourcesUsers (HR) = Checked
Expand Other and add the following permissions:
- Can view internal cost data (excludes New/Edit Resource page) = Checked
Expand Web Services API and add the following permissions:
- Can login to Web Services API = Checked
Go to the top of the page and click Save & Close.
2. Create an API user account in Autotask
Create a new API user by choosing Admin/Resources (Users) from the main menu.
Hover over the downward arrow on the top left of the window on the New button, and choose New API User.
You will need to fill out the necessary fields under the General area.
- Set the First Name to Zen
- Set the Last Name to Contract
- Set the Email Address to anything - it won't be used for our API purposes, so even test@test.com will work
- If you completed Step 1 of these instructions, set the Security Level to "API User (ZenContract)". If you skipped that step, set the Security Level to "API User (system)".
Generate the API keys under the CREDENTIALS area.
- Click the Generate Key button to generate a user key. Make sure to copy and paste that key to a separate area, like Notepad or Word, for later usage.
- Click the Generate Secret button to generate a secret password. Make sure to copy and paste that key to a separate area, like Notepad or Word, for later usage. This will not be accessible later so DO NOT MISS THIS STEP.
Select the vendor from the drop-down in the API Tracking Identifier section. REQUIRED.
- Ensure Integration Vendor is selected.
- Scroll through the list to find and select Zen Contract – Contract & Proposals
For the Line of Business field, drag over all relevant line items. Drag over all if you're not certain which ones are right.
Click Save & Close at the top of this window once you've copied over both keys and ensured all fields are set correctly.
View the below video to go through the process, or download the attached file at the end of this article to get a fuller version of this integration setup.
3. Connect your Autotask API user account to Zen Contract
Log into ZenContract and click on Admin/Settings in the menu.
Click on the Integrations tab of the settings area.
Click on Autotask on the left (if it is not already selected).
Enter the information from Autotask:
- Autotask email: enter the username (user key) you copied from Autotask.
- Autotask password: enter the password (secret key) you copied earlier from Autotask.
Click on Save Changes and you're done! You will know that is has been done correctly as you will see the "Autotask integrated" logo appear at the top of your ZenContract account.
View the below video to go through the process, or download the attached file at the end of this article to get a fuller version of this integration setup.