Integrating the Commvault MSP Portal with Autotask PSA

You can integrate the Commvault MSP Portal with Autotask PSA software.

Before You Begin

• Obtain the Autotask user name and secret. For more information, see Autotask PSA documentation.

Procedure

1. From the Commvault MSP Portal, at the top of the page, click Manage All Accounts.

   The Command Center appears.

2. Click Manage > System.

   The System page appears.

3. Click the Autotask PSA tile.

   The Autotask PSA configuration page appears.

4. On the Configuration tab, in the General section, click the edit button .

   The Edit dialog box appears.

5. To create a new credential, do the following:

   1. Next to Credential, click the Create New button .

      The Add credential dialog box appears.

   2. Enter the following information:

      • Account type: This field is pre-populated with PSA Account.

      • Vendor type: This field is pre-populated with Autotask Account.

      • Credential name: Enter a name for the new credential.

      • User Name: Enter the Autotask PSA user name.

      • Secret: Enter the Autotask PSA secret.

   3. Click Save.

   The Confirm Discover dialog box appears, asking if you want to discover companies from Autotask PSA.

6. Click Yes.

   The Autotask PSA configuration page appears.

   Note

   At any time, at the top of the Companies tab, you can click Discover to discover more Autotask PSA companies.