Your service provider may be supplying an earlier release and the level of features supported may vary.
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Autotask PSA

Integration Type

Client Add-in

Add-in Classification

Standard

Product / License Type

DB

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Datto

Application:

Autotask PSA

Market:

Logistics/ERP

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via Go Integrator:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features

Integration with Notes

Notes / Advisories

Autotask users will require API to be enabled. From April, 15, 2020, API access has been removed from regular Autotask user accounts, therefore an API User account will need to be used. Please be aware that Autotask has an API Call Threshold which may affect the integration. Please contact Autotask for details of the API Call Threshold. 

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Other Information

Operating System:

Windows

Installation Options:

Optional.

References

  1. Watch Integration Video
  2. Datto (Manufacturer Website)