Integrating Projects in CloudRadial UCP with Autotask

Integrating your Autotask PSA with CloudRadial enables Projects inside your portal. If you haven't already done this, go to Setting Up the Autotask Integration with CloudRadial CSA; ensure that you set up the proper permissions for Projects. Once complete, you can come back to this article to learn more about the integration.

• Project PSA Settings
  • API Endpoints
• Projects Feature
  • Overview
  • Project Tickets

Project PSA Settings

First, you'll want to make sure you have everything set up properly with Autotask. You may need to modify your API Member to have Full Permissions for the Projects Security Level, in addition to all others listed in the PSA Setup Article, to ensure Projects work properly.

To define exactly what projects and project tickets you would like to see inside CloudRadial, do the following steps:

1. Navigate to Partner > Settings > PSA > Autotask
2. Scroll down to Project Settings
3. You can filter exactly what you would like your clients to see with the settings below:
   • Exclude Project Statuses
     • Enter text for the project statuses that you wish to NOT display. This will remove any projects that are in that status from being visible in the portal. Tokens are accepted.
   • Exclude Project Types
     • Enter text for the project type that you wish to NOT display. This will remove any projects that are in that status from being visible in the portal. Tokens are accepted.
   • Exclude Project Ticket Statuses
     • Enter text for the project ticket statuses that you wish to NOT display. This will remove any projects that are in that status from being visible in the portal. Tokens are accepted.
4. Click Submit

API Endpoints

Below are the API endpoints that we are using to bring in project data from Autotask:

Projects Feature

To get to the Projects feature in the portal, go to Account > Projects.

Overview

• The Overview tab will show the list of projects coming from Autotask starting with the Largest ID first.
• Selecting a project will open a popout blade showing additional details.
  
   
  • Here you can see the last updated ticket, which is also a link that can direct you to more details on the ticket pop-out blade on the Project Tickets page.

Project Tickets

• The Project Tickets tab will show the list of tickets associated with the projects that you are pulling into CloudRadial from Autotask. These will show in order from Latest Updated ticket by default.
   
• Selecting a ticket will open a popout blade showing the tickets additional details. Here you can also see the Project associated and click the link to go to the popout blade for that project.
  
  
• The Discussion tab allows users to communicate on the ticket similar to how support tickets work now.
  • They can also attach files to the ticket.
  • Works with Time Entries.
• The Timeline tab will show the timeline on the ticket itself
• The Details tab provides more details about the ticket regarding Contact, History, Classification, and Team info.
  
  Security Role Permissions: Users with Read Only access and above will have access to the projects and tickets. Editing (Personal) permissions and above will give admins the ability to update/communicate on all project tickets. We recommend giving the minimum required permission to this location as the integration will expand and more actions can be made on Projects and Tickets from the portal. 
  
  For more information on Security Roles, click here.