To integrate with Datto Autotask PSA, a resource with the type Wise-Sync specific API User needs to be configured in Datto Autotask PSA.
What's an API User?
A Datto Autotask PSA Resource with the Security Level of API User provides credentials to applications, such as Wise-Sync, so that they can interact with Datto Autotask PSA's API.
What do I need to do?
Follow the steps below to configure Datto Autotask PSA.
Only one API User is required
Wise-Sync only requires one API User to be configured in your Datto Autotask PSA environment. This type of Resource isn't able to log into Datto Autotask PSA via their interface, its purpose is to provide access to their API.
Store your API User Credentials securely
It's strongly recommended that you store your API User credentials in a password management tool. Password management tools securely store usernames and passwords for you to recall anytime you need it.
- In Datto Autotask PSA, go to Admin > Resources (Users)
- Create a new Resource and set properties in the tabs specified below.General
First Name Wise-Sync Last Name API User Email Address email@example.comSecurity Username
Take note of this username, you will need it to configure Wise-Sync.
Create a secure password and store it in your password manager
Take note of this password, you will need it to configure Wise-Sync.
Security Level API User (system) Resource is not required to submit timesheets Check this box API Tracking Identifier
Select Integration Vendor. From the drop down, select Wise-Sync.HR
Internal Cost (Burden Rate)
Add any rateApprovers
Select any approver
Expense Report Approver
Select any approverAssociations
Select any department
Select any role
- Save the Resource