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Merged
TimWheeler-SQUP merged 4 commits into from
Sep 7, 2026
Merged

Mark Autotask plugin as labs, help improvements and minor clean-up #127

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85665ad
Document Squared Up Autotask integration code, mark plugin as Labs
TimWheeler-SQUP Aug 27, 2026
6e9169f
Fix Autotask review findings and bump to 1.0.6
TimWheeler-SQUP Sep 1, 2026
4d0ad70
Remove unnecessary note about 'SquaredUp' spacing
TimWheeler-SQUP Sep 2, 2026
d45dc2b
Address further Autotask review comments
TimWheeler-SQUP Sep 7, 2026
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2 changes: 1 addition & 1 deletion plugins/AutoTask/v1/cspell.json
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@@ -1,6 +1,6 @@
{
"words": [
"AutoTask",
"Autotask",
"Datto",
"itsm"
]
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12 changes: 6 additions & 6 deletions plugins/AutoTask/v1/custom_types.json
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Expand Up @@ -7,42 +7,42 @@
"plural": "Companies"
},
{
"name": "AutotaskContact",
"name": "Autotask Contact",
"sourceType": "autotask-contact",
"icon": "user",
"singular": "Contact",
"plural": "Contacts"
},
{
"name": "AutotaskProject",
"name": "Autotask Project",
"sourceType": "autotask-project",
"icon": "folder-kanban",
"singular": "Project",
"plural": "Projects"
},
{
"name": "AutotaskResource",
"name": "Autotask Resource",
"sourceType": "autotask-resource",
"icon": "hard-hat",
"singular": "Resource",
"plural": "Resources"
},
{
"name": "AutotaskContract",
"name": "Autotask Contract",
"sourceType": "autotask-contract",
"icon": "file-text",
"singular": "Contract",
"plural": "Contracts"
},
{
"name": "AutotaskTicketStatus",
"name": "Autotask Ticket Status",
"sourceType": "autotask-ticket-status",
"icon": "circle-dot",
"singular": "Ticket Status",
"plural": "Ticket Statuses"
},
{
"name": "AutotaskTicketPriority",
"name": "Autotask Ticket Priority",
"sourceType": "autotask-ticket-priority",
"icon": "arrow-up-circle",
"singular": "Ticket Priority",
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2 changes: 1 addition & 1 deletion plugins/AutoTask/v1/dataStreams/companies.json
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@@ -1,7 +1,7 @@
{
"name": "companies",
"displayName": "Companies",
"description": "All active companies in AutoTask",
"description": "All active companies in Autotask",
"tags": ["Companies"],
"baseDataSourceName": "httpRequestUnscoped",
"timeframes": false,
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2 changes: 2 additions & 0 deletions plugins/AutoTask/v1/dataStreams/contacts.json
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@@ -1,6 +1,8 @@
{
"name": "contacts",
"displayName": "Contacts",
"description": "All active contacts in Autotask",
"tags": ["Contacts"],
"baseDataSourceName": "httpRequestUnscoped",
"visibility": { "type": "hidden" },
"timeframes": false,
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2 changes: 2 additions & 0 deletions plugins/AutoTask/v1/dataStreams/contracts.json
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{
"name": "contracts",
"displayName": "Contracts",
"description": "All contracts in Autotask",
"tags": ["Contracts"],
"baseDataSourceName": "httpRequestUnscoped",
"visibility": { "type": "hidden" },
"timeframes": false,
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2 changes: 2 additions & 0 deletions plugins/AutoTask/v1/dataStreams/projects.json
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@@ -1,6 +1,8 @@
{
"name": "projects",
"displayName": "Projects",
"description": "All projects in Autotask",
"tags": ["Projects"],
"baseDataSourceName": "httpRequestUnscoped",
"visibility": { "type": "hidden" },
"timeframes": false,
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2 changes: 2 additions & 0 deletions plugins/AutoTask/v1/dataStreams/resources.json
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@@ -1,6 +1,8 @@
{
"name": "resources",
"displayName": "Resources",
"description": "All active resources in Autotask",
"tags": ["Resources"],
"baseDataSourceName": "httpRequestUnscoped",
"visibility": { "type": "hidden" },
"timeframes": false,
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2 changes: 1 addition & 1 deletion plugins/AutoTask/v1/dataStreams/ticketPriorities.json
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@@ -1,7 +1,7 @@
{
"name": "ticketPriorities",
"displayName": "Ticket Priorities",
"description": "All ticket priorities from AutoTask",
"description": "All ticket priorities from Autotask",
"tags": ["Tickets"],
"baseDataSourceName": "httpRequestUnscoped",
"visibility": { "type": "hidden" },
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2 changes: 1 addition & 1 deletion plugins/AutoTask/v1/dataStreams/ticketStatuses.json
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@@ -1,7 +1,7 @@
{
"name": "ticketStatuses",
"displayName": "Ticket Statuses",
"description": "All active ticket statuses from AutoTask, including custom statuses",
"description": "All active ticket statuses from Autotask, including custom statuses",
"tags": ["Tickets"],
"baseDataSourceName": "httpRequestUnscoped",
"visibility": { "type": "hidden" },
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8 changes: 4 additions & 4 deletions plugins/AutoTask/v1/dataStreams/tickets.json
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Expand Up @@ -65,14 +65,14 @@
{ "name": "assignedResourceName", "displayName": "Assigned Resource", "sourceId": "assignedResourceID", "objectPropertyPath": "name" },
{ "name": "completedByResourceID", "sourceType": "autotask-resource", "shape": "string", "visible": false },
{ "name": "completedByResourceName", "displayName": "Completed By", "sourceId": "completedByResourceID", "objectPropertyPath": "name" },
{ "name": "firstresponeassignedresourceID", "displayName": "First Response Assigned Resource ID", "sourceType": "autotask-resource", "shape": "string", "visible": false },
{ "name": "firstResponseAssignedResourceName", "displayName": "First Response Resource", "sourceId": "firstresponeassignedresourceID", "objectPropertyPath": "name" },
{ "name": "firstResponseAssignedResourceID", "displayName": "First Response Assigned Resource ID", "sourceType": "autotask-resource", "shape": "string", "visible": false },
{ "name": "firstResponseAssignedResourceName", "displayName": "First Response Resource", "sourceId": "firstResponseAssignedResourceID", "objectPropertyPath": "name" },
{ "name": "lastActivityResourceID", "sourceType": "autotask-resource", "shape": "string", "visible": false },
{ "name": "lastActivityResourceName", "displayName": "Last Activity Resource", "sourceId": "LastActivityResourceID", "objectPropertyPath": "name" },
{ "name": "lastActivityResourceName", "displayName": "Last Activity Resource", "sourceId": "lastActivityResourceID", "objectPropertyPath": "name" },
{ "name": "issueType", "displayName": "Issue Type" },
{ "name": "resolution", "displayName": "Resolution" },
{ "name": "creatorResourceID", "sourceType": "autotask-resource", "shape": "string", "visible": false },
{ "name": "creatorResourceName", "displayName": "Creator", "sourceId": "CreatorResourceID", "objectPropertyPath": "name" },
{ "name": "creatorResourceName", "displayName": "Creator", "sourceId": "creatorResourceID", "objectPropertyPath": "name" },
{ "name": "lastActivityDate", "displayName": "Last Activity Date", "shape": ["date", { "timeZone": "Etc/UTC" }] },
{ "name": "dueDateTime", "displayName": "Due Date", "shape": ["date", { "timeZone": "Etc/UTC" }] },
{ "name": "apiVendorID", "displayName": "API Vendor ID", "shape": "string", "visible": false },
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8 changes: 5 additions & 3 deletions plugins/AutoTask/v1/docs/README.md
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@@ -1,4 +1,6 @@
# Before you start
Connect to Datto Autotask PSA to monitor tickets, contracts, projects, resources, and company data.

## Before you start

You will need an Autotask account with admin access to create an API User. API Users are a dedicated account type in Autotask used for system integrations. They are separate from regular user accounts and cannot log in to the Autotask UI.

Expand All @@ -9,7 +11,7 @@ You will need an Autotask account with admin access to create an API User. API U
3. Complete the required fields in the **General** section, including **Email Address**. This address is only used to notify you if the integration has a problem, and it is **not** the API Username
4. Set **Security Level** to an API User (API-only) level with read access to the entities you want to monitor
5. In the **Credentials** section, click **Generate Key** to create the **Username (Key)**, and **Generate Secret** to create the **Password (Secret)**. Let Autotask generate both rather than typing your own, so they are formatted correctly
6. In the **API Tracking Identifier** section, select your **Integration Vendor**, or choose **Custom (Internal Integration)** to generate an identifier. This value is the **API Integration Code**
6. In the **API Tracking Identifier** section, select **Squared Up** as your **Integration Vendor**. Its **API Integration Code** is `FWAABGUO7E7BBHD3PQMLWCGLGY` — enter this value when configuring the plugin
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7. Save the record, then copy the Username (Key), Password (Secret) and tracking identifier somewhere safe. The secret cannot be retrieved again after you leave the page

The API User must have sufficient security permissions to read the entities you want to monitor (Companies, Tickets, Contracts, Projects, Resources, and Survey Results).
Expand Down Expand Up @@ -38,5 +40,5 @@ Enter the full base including `https://`.
|---|---|
| **Zone URL** | Derived from your Autotask login URL. See above |
| **API Username** | API User record > Credentials > **Username (Key)** |
| **API Integration Code** | API User record > **API Tracking Identifier** |
| **API Integration Code** | The **Squared Up** Integration Vendor code is `FWAABGUO7E7BBHD3PQMLWCGLGY` |
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| **API Secret** | API User record > Credentials > **Password (Secret)** |
6 changes: 3 additions & 3 deletions plugins/AutoTask/v1/metadata.json
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@@ -1,10 +1,10 @@
{
"name": "autotask",
"displayName": "Autotask",
"version": "1.0.5",
"version": "1.0.6",
"author": {
"name": "@TimWheeler-SQUP",
"type": "community"
"name": "SquaredUp Labs",
"type": "labs"
},
"description": "Monitor tickets, contracts, projects, resources, and company data from Datto Autotask PSA.",
"category": "Service Management",
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