Judy Security - Autotask API Integration Setup & Guide

Enabling the Judy Security to Autotask PSA integration allows a copy of a support ticket that is created in the Judy Portal to be sent to your company’s PSA system for your tracking and management.

• NOTE: Your company must already have an active account with Autotask in order to utilize this functionality.

In order to enable the integration, we need a few details from your Autotask account:

• Your Autotask URL
• You must create an API user with the credentials per instructions below. 

Create and gather the following information in Autotask

Create a new API user per the documents below:

• Create API User: Adding or Editing an API user
  • Note: Set Judy Security as integration vendor in API Tracking Identifier
• Define API User: Defining an API User

Once you’ve created and set up the user, you’re ready to enable the integration in Judy Portal.

Enabling the support ticket integration for Autotask in Judy Portal

1. Within Judy’s partner portal, a Champion or Admin user can enable the integration by navigating to the RMM/ PSA Integrations Screen.
   • NOTE: If the tile says “Available” this means that the integration can be enabled by filling out the form on the next screens. If it says “Enabled” under the tile, that means the integration is already enabled and active. 

2. Click on the Autotask tile to get started: 

3. On the next screen, fill out the form with the details that you generated in Autotask above.
   • Username = the Autotask API’s username you created
   • API Secret is that API user’s password 

4. Next, select the default values that will be assigned when an associated support ticket is created.
   • Company = the company that should be associated with the ticket in Autotask
   • Queue = the queue where ticket will be placed in Autotask
   • Priority = the priority level of the ticket in Autotask
   • Status = the initial status assigned to the ticket

5. Click Save and Judy integration with Autotask PSA should now be enabled. 

A copy of Judy support tickets your company (and child / customer companies that you mapped) create, will be sent to your Autotask PSA going forward. 

You may also edit or remove the integration as needed by clicking on the Autotask tile in Judy Portal.