Integrating with Autotask PSA

Autotask Professional Services Automation (PSA) is a comprehensive business management platform designed for IT service providers, including managed service providers (MSPs). It streamlines operations such as billing, project management, and service ticketing to improve efficiency and customer service.

Coro integrates with Autotask PSA to enable MSPs to report billing data by mapping services (Coro modules and add-ons) and accounts (managed workspaces).

Prerequisites

Before you begin this guide, make sure you have:

• An Autotask PSA administration account.
• Familiarity with the Autotask PSA environment.
• Admin user access to a Coro console channel workspace.

Configuring an Autotask PSA connector

To integrate Coro with Autotask, a PSA connector must be configured. To configure a PSA connector:

1. Configure Autotask
2. Configure the Coro console

Configuring Autotask

Perform the following steps to configure Autotask:

1. Sign into your Autotask environment
2. Create a new API member

Signing into your Autotask environment

To sign into your Autotask environment:

1. Go to https://www.Autotask.net/Mvc/Framework/Authentication.mvc/Authenticate .
2. Enter your username, and then select Continue :

   

3. Enter your password, and then select Login :

   

4. Enter your authentication code, and then select Verify :

   

   Provided your login credentials are correct, you successfully log in to your Autotask environment:

   

Creating a new API member

An Autotask API member is a specific type of user account created within the Autotask platform designed to interact with the platform's API.

To create a new API member:

1. Sign into Autotask .
2. Select the top left menu, and then select Admin > Account Settings & Users :

   

3. Expand Resources/Users (HR) from the Account Settings & Users tab, and then select Resources/Users :

   

   The Resources page appears:

   

4. Select + New , and then select New API User :

   

   The Add API User dialog appears:

   

5. Enter the required fields in the General section:
   • First Name
   • Last Name
   • Email Address
   • Security Level
   • Primary Internal Location

   

6. Under the Credentials section, select Generate Key and Generate Secret to create the Username (Key) and Password (Secret) , respectively.

   

   Important

   The Password (Secret) is available only at the time of creation and is not retrievable later. If you lose your password (secret), you must generate a new one.

7. Enter the following fields in the API Tracking Identifier section:
   • Make sure "Integration Vendor" is selected.
   • Integration Vendor : Select "Coro Cybersecurity - REST API Integration".

   

8. Select Save & Close :

   

   The new API member is created and appears on the Resources page list.

Configuring the Coro console

After configuring Autotask, perform the following steps to configure the Coro console:

1. Create an Autotask connector
2. Map workspaces
3. Map services

Creating an Autotask connector

To create an Autotask PSA connector:

1. Sign into the Coro console and select Control Panel from the toolbar:

   

2. Under Workspace , select Connectors :

   

   The Connectors page appears:

   

3. Select the PSA tab:

   

4. Select ADD CONNECTOR :

   

   If you have existing PSA connections, select + ADD CONNECTOR:

   

   The Add PSA Connection dialog appears.

5. Select Autotask :

   

   The Add Autotask connector dialog appears:

   

6. Enter the following information:
   • User name : See here .
   • Secret : See here .
7. Select CONNECT :

   

   Provided the credentials are correct, the Autotask connector is created, and appears in the PSA Connectors list as Connected.

   The Workspace mapping and Service mapping columns appear with a Setup required status.

   After the Autotask connector is created and listed as Connected in the PSA Connectors list, you can map workspaces and services.

Mapping workspaces

Workspace mapping allows you to link Coro child workspaces to Autotask companies (accounts). An Autotask company represents a Coro child workspace.

To map an Autotask company to a Coro workspace:

1. Under Workspace mapping , select Setup required :

   

   The Workspace mapping page appears:

   

   The Coro workspace column displays all Coro child workspaces that are linked to the current channel workspace.

2. From the Autotask Company column of the intended workspace record, select the dropdown next to Map :

   

   A list of Autotask companies appears:

   

3. Use the search bar to find the required Autotask company:

   

4. Select the company from the filtered list:

   

   The Autotask company is successfully mapped to the Coro child workspace:

   

   The company selected from the Autotask company dropdown in the Coro console corresponds to an Account in Autotask:

   

   

   Important

   Ensure the Autotask company is mapped to the correct Coro child workspace.

5. Select the PSA tab on the Connectors page:

   The Workspace mapping column now shows that one Coro child workspace is mapped to an Autotask company:

   

   note

   Perform additional workspace mapping as required.

Mapping services

After mapping your workspaces, proceed to service mapping to associate Coro services with Autotask services. An Autotask service represents a specific Coro module or add-on, for example, Endpoint Security or Secure Messages.

To map an Autotask service to an available Coro service:

1. Select the value listed under the Service mapping column:

   

   The Service mapping page appears:

   

2. From the Autotask Services column of the targeted workspace record, select the Map dropdown:

   

   A list of Autotask services appears:

   

3. Use the search bar to find the required Autotask service:

   

4. Select the service from the filtered list:

   

   The Autotask service is successfully mapped to the Coro service:

   

   The service selected from the Autotask services dropdown in the Coro console corresponds to the Service Name in Autotask:

   

   

   Important

   Ensure the Autotask service is mapped to the correct Coro service.

5. Select the PSA tab on the Connectors page:

   The Service mapping column now shows that one Coro service is mapped to an Autotask service:

   

   note

   Perform additional service mapping as required.

   After you successfully map workspaces and services, the integration setup between Autotask and Coro is complete. Autotask synchronizes device and user data across all connected company Coro workspaces daily.