Autotask Integration Manual

Ticketing
Once this is done, alle service users in BackupAgent for customer ABCXYZ will open tickets in
case of failed backups. Example:
Billing
To allow BackupAgent to create a billing entry in Autotask for a customer, you need to add a
Recurring Service Contract.
1. Click on the ‘Admin’ Button. The left pane should now contain a tree of elements.
2. Expand the element Products and Services, then expand Services
3. Click on Services to access the list of existing Services.
4. Click New to add a new, editable row to the top of the list of existing Services. Populate the
following fields (please make sure the service name is entered exactly as appear below):
Service Name = BackupAgent Workstation Users
Period Type = Monthly
2