Autotask Integration Guide
Connect Autotask PSA (Datto) to sync companies, contacts, and configuration items into MSPDock.
On this page
Prerequisites
Before you begin, make sure you have:
- checkAn active Autotask PSA account with Administrator access (required to create API users)
- checkYour Autotask zone number (we will show you how to find this below)
- checkAn MSPDock account with Owner or Admin role
Create an API user in Autotask
Autotask uses dedicated API users (not regular user accounts) for third-party integrations. You will need to create one specifically for MSPDock.
- aLog in to your Autotask account
- bNavigate to Admin → Resources (Users) → Resources/Users
- cClick New and select New API User (not a regular resource)
- dFill in the required fields:
| Field | What to enter |
|---|---|
| First Name | MSPDock |
| Last Name | API |
| Email Address | A valid email (e.g., mspdock-api@yourmsp.com) |
| API Integration Code | Your unique Autotask API tracking identifier — you can find this under Admin → Extensions & Integrations → Other Extensions & Tools → API |
| Username | Must be in email format (e.g., mspdock-api@yourmsp.com) |
| Password/Secret | A strong password — you will need this for MSPDock configuration |
- eSet the security level to a role with read access to Companies, Contacts, and Configuration Items
- fClick Save & Close
Important
The API Integration Code is tied to your Autotask account and is required for all API calls. Without it, the connection will fail with a 401 error. If you do not see this option, contact Autotask support to enable API access for your account.
Understanding Autotask zones
Autotask hosts its API across multiple geographic zones (numbered 1 through 26). Your account is assigned to a specific zone, and MSPDock needs to know your zone number to connect to the correct API endpoint.
How to find your zone
There are two ways to determine your zone:
Method 1: Check your Autotask URL
When you are logged in to Autotask, look at the URL in your browser. It will be in the format:
The number after ww is your zone number. For example, ww5.autotask.net means you are on zone 5.
Method 2: Use the Autotask zone lookup API
Autotask provides a zone lookup endpoint. You can call it with your API username to determine your zone:
The response includes a url field with the correct API base URL for your zone.
Tip
MSPDock can auto-detect your zone from your API username. If you enter your credentials and leave the zone field blank, MSPDock will attempt to look it up automatically.
Configure in MSPDock
- aIn MSPDock, go to Settings → Integrations → Autotask
- bEnter the API Username (the email-format username from Step 1)
- cEnter the API Secret (the password you set for the API user)
- dEnter the API Integration Code
- eEnter your Zone number (or leave blank for auto-detection)
- fClick Save
Screenshot: Autotask integration settings in MSPDock
Test and sync companies
- aClick Test Connection. MSPDock will verify your credentials against the Autotask API.
- bIf the test passes, you will see a count of companies found in your Autotask instance.
- cSelect the companies you want to import as MSPDock clients and click Sync Selected.
Synced companies will appear in your Clients list with company name and primary contact information pre-populated from Autotask.
Troubleshooting
401 Unauthorized
Cause: Invalid API username, secret, or integration code.
Fix: Verify all three credentials in Autotask. The username must be in email format. The integration code is account-wide (not per-user) — find it under Admin → Extensions & Integrations → Other Extensions & Tools → API.
403 Forbidden
Cause: The API user's security level does not grant access to the requested entity (Companies, Contacts, or Configuration Items).
Fix: Edit the API user in Autotask and assign a security level that includes read access to Companies, Contacts, and Configuration Items.
Wrong zone / Connection refused
Cause: The zone number does not match your Autotask instance.
Fix: Clear the zone field and let MSPDock auto-detect it, or check your Autotask URL (the number after "ww") and enter it manually.
API access not enabled
Cause: API access has not been activated for your Autotask account.
Fix: Contact Datto/Autotask support to request API access for your account. API access is typically included in all plans but may need to be explicitly enabled.
If you continue to experience issues, contact us at support@mspdock.com with the error message and your Autotask zone number.