The Phases of Implementation

1. Setting Security Roles
2. Adding the API User
3. Connecting AutoTask to 1stream
4. Mapping API Users

Setting Security Roles

1. Log into the AutoTask portal.
2. Go to the AutoTask menu.
3. Select the Admin option.
   
4. Click on the Account Settings & Users section. 
5. Select Configure Security Levels under Resources/Users (HR).
   
6. Right-click to select an existing system level API role.
7. Copy Security Level
   
8. Rename the User to include 1stream for easier identification.
    
9. Select No Permission for Contracts
10. Go to the CRM section.
    

    CRM (Expandable >)

    Account & Contact Access

    

    Object Permissions

    

    Other Permissions

    

     

     
11. Select No Permission for Inventory and Projects
12. Go to the Service Desk section.
    

    Service Desk

    Object Permissions

    

    Time Entry Permissions

    

    Other Permissions

    

     

     
13. Select No Permission for Documents, Timesheets, and Reports
14. Go to the Admin section.
    

    Admin

    Feature Access

    

     

     
15. Select No Permission for Other
16. Go to the Web Services API section.
    

    Web Services API

    Feature Access

    

    Resource Impersonation

    

    Contact Impersonation

    

     

     
17. Click the Save and Close button.

Adding the API User

1. Return to the AutoTask menu. 
2. Select the Admin option.
3. Go to the Account Settings & Users section. 
4. Select Resources/Users under Resources/Users (HR).
   
5. Click the + New > New API User option.
   
6. Fill out the First, Last and Email columns with whatever you prefer.
7. In the Security Level drop-down, select the new API security level.
   
8. Click the Generate Key and Generate Secret buttons.
   
9. Copy the Password provided. 
10. Go back to the 1stream portal.
11. Paste the password into the CRM Password field.
12. In the CRM Username field, put the Username (Key). 
13. Go back to AutoTask.
14. Set the Integration Vendor to BvoIP - Telephony in the drop-down.
    
15. Under Line of Business, you can choose a limited list, select all current ones, or leave it blank to allow for all current and future Line of Businesses to be accessible via 1stream.
    
16. Click the Save and Close button. 

Connecting AutoTask in 1stream

1. Log into the 1stream Portal.
2. Go to the Administration > Manage Organization menu.
   
3. Scroll to Connected Account and CRM Settings section.
4. Click on the green circled + button.
5. A pop-up will appear. Choose AutoTask from drop-down.
   
6. Click the Save button.
7. CRM Connection Settings pop-up will appear. 
8. In the CRM Username field, add the API User email.
9. In the CRM Password field, add the API User password.
10. In both the Endpoint and the CRM Details Link field, add the AutoTask CRM URL. (e.x. https://ww##.autotask.net)
    Note: Do not use a slash at the end of the URL. This must have https:// at the front. 
11. In the CRM Version drop-down, select n/a.
12. The Integration field should auto-populate, but if not, paste in EBAIT5JZ7ZISFMN4RO3DKXKZDP as the integration code.
13. Click the Save button. 
14. Scroll up to the 1stream Administration section. 
15. Click on the System Check button. The systems check pop-up will appear, syncing the data between systems. 
16. Ensure you click the Load Contacts button to ensure the contact sync job is enabled.

Mapping CRM Users

Once the CRM Connection to AutoTask has been completed, the users in 1stream can be now mapped to their corresponding AutoTask user.

For instructions on how this can be done, please see our Mapping CRM Users article.