Connect to Autotask

To connect AT2Sage to Autotask go to Tools > Options > Autotask.

Enter the Autotask API URL in the box provided, see Autotask API URL’s article in the left menu for the current API URL’s.

Enter your Autotask username and password in the boxes provided, then click Test Connection.  The Autotask username should have sufficient access to Autotask billing items and invoices within Autotask.