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<h1>Setup & Configuration</h1>

<p class="lead">
  Configure Autotask PSA integration so operators can create and link PSA tickets from Run Checks.
</p>

<div class="doc-callout doc-callout-info">
  <strong>Scope:</strong><br>
  This page covers technical setup in Backupchecks Settings. Customer-to-company mapping is documented separately.
</div>

<h2>Prerequisites</h2>

<ul>
  <li>Autotask API user with access to tickets and companies.</li>
  <li>Autotask API integration tracking identifier.</li>
  <li>Backupchecks admin access to <strong>Settings</strong>.</li>
</ul>

<h2>Step 1: Enable Integration</h2>

<ol>
  <li>Open <strong>Settings</strong>.</li>
  <li>In the Autotask section, enable integration.</li>
  <li>Select environment (<code>production</code> or <code>sandbox</code>).</li>
  <li>Fill in username, password, and tracking identifier.</li>
  <li>Optional: set <strong>Backupchecks Base URL</strong> for deep-links from ticket notes/details back into Backupchecks.</li>
</ol>

<h2>Step 2: Configure Ticket Defaults</h2>

<p>Backupchecks ticket creation needs default values from Autotask reference data.</p>

<ul>
  <li>Default queue</li>
  <li>Default ticket source</li>
  <li>Default ticket status</li>
  <li>Priority for warning and error conditions</li>
</ul>

<p>Use the reference-data refresh action if dropdowns are empty.</p>

<h2>Step 3: Validate Connection</h2>

<ol>
  <li>Use the <strong>Test connection</strong> action in settings.</li>
  <li>Confirm the API call succeeds.</li>
  <li>If test fails, re-check credentials, environment, and integration code.</li>
</ol>

<h2>Operational Notes</h2>

<ul>
  <li>Passwords are stored in settings but not shown back in plain text.</li>
  <li>Settings changes are audit logged in Backupchecks logging.</li>
  <li>Ticket creation in Run Checks depends on customer mapping being valid.</li>
</ul>

<h2>Next Steps</h2>

<ul>
  <li><a href="{{ url_for('documentation.page', section='autotask', page='company-mapping') }}">Company Mapping</a> - map customers to Autotask companies.</li>
  <li><a href="{{ url_for('documentation.page', section='autotask', page='creating-tickets') }}">Creating Tickets</a> - create or link tickets from Run Checks.</li>
  <li><a href="{{ url_for('main.settings') }}">Open Settings</a></li>
</ul>
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