Configure your Autotask account before you can sync your contracts. 

Follow these steps to connect your Autotask account:

  1. Click on ‘configure’ on the left menu bar. 

    Note: if you have not set up your Autotask account before, you will be automatically redirected to this page.

  2. Click the Connect button for the Autotask application.

  3. Fill in your Autotask API credentials. Autotask requires that you use an Autotask API account for the integration with Zomentum Connect. Please refer to the next topic to learn more about how to create an API user in Autotask. Then Click the ‘Store Credentials’ button to verify and store your integrator account details.