1. Log into File Protection Manager as an Administrator.
2. Navigate to > Autotask PSA Integration.
3. Enter your API User credentials. For information on how to add one, please refer to How do I create an API user in Autotask for my File Protection/Autotask integration?
4. Click Connect to Autotask.

Using your login credentials, File Protection Manager will identify and retain your Autotask zone and database information. If we are able to establish a connection, you will see a yellow bar at the top: Connection was established. If you entered invalid credentials, a red bar will appear: Failed to establish connection.

5. You will be returned to the previous page, and your File Protection Manager account is now connected to your Autotask database.

IMPORTANT  If you change your Autotask password, remember to update your credentials here:
> Autotask PSA Integration > Manage Autotask Connection.

Once you've set up your Autotask integration, you'll configure your services so that your File Protection service offerings can be correctly billed through Autotask.

To make the services available for billing using an Autotask contract, they must be transferred to Autotask.

To sync the services to Autotask, do the following:

1. On the Settings > Autotask Integration page, click Modify in the Manage My Services section.

The Autotask Integration/Manage My Services page will open. All services associated with the File Protection plan will be displayed.

2. Edit the default Service Name to the name you want to display on your Autotask client invoices.

IMPORTANT  The service names you enter here must be unique in Autotask, or the synchronization will fail.

3. For each service, enter the Unit Cost and Unit Price that will be the default cost or price in Autotask.

NOTE  We recommend that for Unit Cost, you factor the amount you pay Autotask for each unit, plus any administrative costs.

4. From the dropdown, select the Autotask Billing Code that will be used to determine tax settings in Autotask.

The Services list displays the following columns:

Name	Description	Name in Autotask Services List
Status	Indicates if the plan services have been synchronized with the Autotask Services list. The following sync states are possible: • Not synced - The services have not been transferred to the Autotask Services list. • Synced - The services have been transferred successfully • Error - a sync attempt or update attempt was made, but resulted in an error.	n/a
Service Name	The name of the service that will be used in both applications. The Service Name will appear on invoices, so we recommend that you change the names with that in mind. Click Modify to change the name of the services in File Protection. NOTE  Services can also be edited in Autotask, but if you synchronize the plans again, the Autotask settings will be overridden.	Service Name
Plan ID	The internal name of the plan the services are associated with.	n/a
Period	The billing period associated with the service in Autotask. There are only 2 options, Monthly, and Yearly.	Period Type
Type	The type of service the customer is being billed for. Depending on whether you sell metered or unlimited plans, there may be either two or three types: are two service types: Device, Server, and Storage. • For metered plans, a device comes with a quota of storage. The storage quota per device is determined when Autotask sets you up as a partner. • Storage, also for metered plans, is additional storage not associated with a user account. All storage is pooled. It can be allocated among users as needed.	n/a
Unit Cost	The cost that will be the basis of any profitability calculations for the service. This will be the amount Autotask will charge you, plus any incidental costs from delivering the service. IMPORTANT  The Unit Cost will be transferred to Autotask and will affect profitability calculations.	Unit Cost
Unit Price	The default price you will charge your clients for the service. The price you enter here will override the default price in Autotask every time you click Synchronize with Autotask.	Unit Price
Billing Code	For each service, select the Autotask billing code that will be used to determine the tax setting when the service in invoiced.

5. To synchronize the services to Autotask, click Synchronize with Autotask.

The plan services will be transferred to your Autotask site, and the Status will change to Synced.

You can review the transferred services in Autotask > Admin > Features & Settings > Products & Services > Services.

6. To modify already synced services, or transfer additional services to Autotask should they become available, click Modify and change the editable fields as needed.

NOTE  All services are synced together. You cannot select a single service to be synced.

NOTE  You can inactivate the services in Autotask once they are synced. For example, if you sell only monthly services, you can inactivate the yearly services.

Your Autotask/File Protection integration is now enabled. You can now create File Protection client teams that are mapped to Autotask companies.

1. Log into File Protection Manager.
2. Go to > Autotask PSA Integration.
   
3. Click Manage Autotask Connection.
4. Click the Reset Integration button.
5. Confirm the reset in the resulting popup window.