1. Create an API user account in Autotask
To start with, you will need to log into Autotask and create a new API user. You can do that by choosing Admin/Resources (Users) from the left 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
- Set the Security Level to API User (system) or the highest option to prevent sync and view permissions late
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.