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<h1>Autotask Integration</h1>

<p class="lead">
  Configure Autotask connectivity and ticket defaults used by Run Checks ticket actions.
</p>

<div class="doc-callout doc-callout-info">
  <strong>Where:</strong><br>
  Open <a href="{{ url_for('main.settings', section='integrations') }}"><strong>Settings -> Integrations</strong></a> and use the <strong>Autotask</strong> cards.
</div>

<h2>Autotask Connection Settings</h2>

<ul>
  <li><strong>Enable Autotask integration</strong></li>
  <li><strong>Environment:</strong> Sandbox or Production</li>
  <li><strong>API Username</strong></li>
  <li><strong>API Password</strong> (leave empty to keep stored password)</li>
  <li><strong>Tracking Identifier (Integration Code)</strong></li>
  <li><strong>Backupchecks Base URL:</strong> used for links in ticket notes/details</li>
</ul>

<h2>Ticket Defaults</h2>

<p>Required for ticket creation from Run Checks:</p>

<ul>
  <li><strong>Default Queue</strong></li>
  <li><strong>Ticket Source</strong></li>
  <li><strong>Default Ticket Status</strong></li>
  <li><strong>Priority for Warning</strong></li>
  <li><strong>Priority for Error</strong></li>
</ul>

<h2>Diagnostics & Reference Data</h2>

<ul>
  <li><strong>Test connection:</strong> validates API credentials/access.</li>
  <li><strong>Refresh reference data:</strong> reloads queues, sources, statuses, priorities.</li>
  <li>When cache is missing and integration is valid, reference data can auto-load on Settings page open.</li>
</ul>

<h2>Operational Notes</h2>

<ul>
  <li>Customer mappings are configured in Customers, not in Settings.</li>
  <li>Settings updates are audit logged (password never logged).</li>
  <li>If dropdowns are empty, refresh reference data first.</li>
</ul>

<h2>Related Pages</h2>

<ul>
  <li><a href="{{ url_for('documentation.page', section='autotask', page='setup-configuration') }}">Autotask: Setup & Configuration</a></li>
  <li><a href="{{ url_for('documentation.page', section='autotask', page='company-mapping') }}">Autotask: Company Mapping</a></li>
  <li><a href="{{ url_for('main.customers') }}">Open Customers</a></li>
</ul>
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