Your service provider may be supplying an earlier release and the level of features supported may vary.
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Autotask PSA

Integration Type

Plus Client Add-In

Add-in Classification

Standard

Product / License Type

Connect

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Datto

Application:

Autotask PSA

Market:

Logistics/ERP

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via Unite for Teams:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Pop contact in edit mode:

Automatic call activity logging:

Manual call activity logging:

Additional features:

Integration with Notes:

Add contact:

Live Mode:

Cached Mode:

Related data:

Notes / Advisories

Autotask users will require API to be enabled. 

From April, 15, 2020, API access has been removed from regular Autotask user accounts, therefore an API User account will need to be used. 

Please be aware that Autotask has an API Call Threshold which may affect the integration. Please contact Autotask for details of the API Call Threshold. 

Other Information

Operating System:

Windows

Installation Options:

Optional.

Product:

Unite for Teams

References

  1. Watch Integration Video
  2. Datto (Manufacturer Website)