How do I use Autotask API Tracking Identifier with Autotask CRM Integration?

How do I use Autotask API Tracking Identifier with Autotask CRM Integration?

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To know how to integrate AMP with your Autotask account, click here.


Autotask Tracking Identifier - It is an option for the users to use the Mindmatrix tracking identifier or their own tracking identifier during CRM activation along with user name/password.


Process:


Stage 1


Login to your Autotask account:


Hover over Admin> select Resources(Users)





Click on +New to create a new user




Select the “Security” drop down menu and then select security level as "API User". On the bottom, you have the option to select API tracking. 

  1. Select Custom(Internal Integration),
  2. Enter an Internal Integration Name (MM),

  3. And then copy the tracking identifier.





Stage 2



Click on “Configure CRM”



Click on “Configure CRM”. While integrating AMP with your Autotask account,

  • Enter API username and password,

  •  select the checkbox “Is API User”.

  •  You will get the Field named “Choose Tracking Identifier”.You will get two options here, one is MM Identifier and Partner Identifier.  MM Identifier is selected by default.

  • Identifier - If a user wants to use their own identifier they can select this option and fill the respective field with their integration code.







After finishing the CRM setting, a window will appear showing that you have configured. 
Click on the AutotaskCRM, if you would like to open the CRM settings window.




After the completion of the integration process, the Identifier option would be disappeared.