To complete Step 2 of the Invarosoft Setup Wizard, and to integrate with your AutoTask installation we need you to configure a login (API) account for use by ITSupportPanel. 

1. Login to your AutoTask web interface with an admin-level user account.

2. Navigate to Admin > Resources (Users)

3. Open the “New” menu dropdown and select “New API User.

4. Under the General section set a First Name, Last Name & Email address in the upper section. The remaining settings here can be set per your requirement as long as active checked and locked unchecked.

5. Under the General section click the Generate Key & Generate Secret buttons and make note of both of these values (note that the secret is not available after saving this form).

6. Under the API Tracking Identifier section set the radio selection to “Integration Vendor” and then select “Invarosoft – ITSupportPanel” from the dropdown list.

7. Under the Line of Business section associate ALL line of business items, do not leave any in the left list. Also make sure that the tick-box for “no assigned line of business” is ticked. 

8. Click save and close.

To ensure you can report on how many tickets are being logged by 

ITSupportPanel, we highly recommend you setup and configure the following in AutoTask. This will improve your experience using ITSupportPanel. 

1. Login to AutoTask as an admin and navigate to Setup Tables (see above if not already logged in).

2. Navigate to Admin > Features & Settings

3. Select Sources under Service Desk (Tickets)

4. Click “+ New”

5. Type in “ITSP” (or another term for tickets created by ITSupportPanel).

6. Click the Save button