Releasing September 18th, 2024
Evo now integrates with Autotask PSA to help manage licenses and customers.
The Evo integration with Autotask streamlines license management and customer synchronization. It enables the importing of companies from PSA into the Evo platform and linking them with existing Evo customers. Companies can define unit costs and pricing for each license type, which are automatically created and updated in PSA under configured contracts.
With Evo and Autotask, you are able to:
- Import companies from Autotask PSA into Evo Security
- Link existing Evo customers with corresponding Autotask PSA companies
- Define unit cost and unit price for each Evo Security license type
- Automatically create and update these license details in Autotask PSA under the configured contract
- Synchronize license pricing bi-directionally
- Update license quantities in Autotask PSA based on changes in Evo Security
- Create tickets based on events within Autotask from Evo
Note: There is a new permission needed for roles to be able to manage the PSA integrations. Under Role-Based Permissions (On the Home Tab, select Access and Role-Based Permissions). The option to select for the appropriate role is "Manage PSA Integrations"
You can find the integration by navigating to Integrations on the Left side of the screen and selecting PSA
API Key Configuration
First you will need to set up a new API User within Autotask.
On the left, open the hamburger menu and select Admin -> Resources (Users)
On the top left, select the Arrow Drop Down and create a New API User.
- Give your key a name and select the rest of the required fields (First & Last Name etc.)
- Security Level should be API User (System)
- Select the Integration Vendor and search for Evo, select Evo for the Vendor
- Generate a Username/Secret combination and save it somewhere secure. You will need this for the setup process (Note: The secret disappears after you save the API key)
Once completed, take the values that were provided and enter them into the setup window
The integration itself will now be set up. Next you'll need to bring your companies in from Autotask
Company Import
Note: Companies/Accounts will need to have an active Contract in place set to a Recurring Service Contract within Autotask.
Go to Home -> Customers. Search and select the Customers you would like to import. Select Import once completed.
If your customer only has one Contract configured, it will be automatically selected. If more than once contract is present, you will need to select it from the dropdown menu.
If you've added a new Customer from the PSA import, you'll need to set licenses to the Customer from the Billing & Licenses tab. After that you'll be able to set the pricing for the Contract on the Billing tab.
When you set the pricing, select Save and the license pricing information will be copied over into the Autotask Contract.
Billing information will be synced from Evo over to Autotask. If you make changes in prices within Autotask, you will need to manually sync the pricing details from Autotask on the billing page within Evo and click sync next to the PSA Contract.
Ticket Setup
Evo has the ability to create tickets within Autotask. Currently this is only available for Login Lockouts but will be expanded upon in the future.
Go to the Tickets tab and configure the Ticket details. You can set this up per Customer or configure Global Rules from the top.
Once setup, you can test by locking a user out (Enter an incorrect password 5 times). An alert will be generated by default but this alert will also now be sent into Autotask.
Note: Only users that are set up within the selected Evo customer (Imported or linked) will have tickets generated.
You can view this by going to Autotask and selecting Service Desk -> Tickets
Please reach out to the support team with any questions!