Configuration

Prerequisites Checklist

Before starting, gather:

☐ Autotask username (API user email)
☐ Autotask password
☐ Integration Code (generated in Autotask)
☐ Security Token (generated in Autotask)
☐ Autotask instance URL
☐ Admin access to Field Nation integrations

Step 1: Generate Autotask API Credentials

Log into Autotask

Use admin account

Navigate to API User

Admin → Resources (Users) → Select API user (or create new)

Generate Integration Code

API Integration section → Click "Generate API Integration Code"

Copy the code - You'll need this for Field Nation

Generate Security Token

Same section → "Generate API Security Token" (if not already exists)

Copy the token - Required for authentication

Note User Credentials

Username (email): API user's email address
Password: User's password

Integration Code: Unique per integration. Generate new code for Field Nation (don't reuse from other integrations).

Step 2: Access Integration Broker

Navigate to Field Nation's Integration Broker:

Sandbox: ui-sandbox.fndev.net/integrations/fieldservices

Production: app.fieldnation.com/integrations/fieldservices

Select "Autotask" from available connectors

Step 3: Basic Settings

Instance Name

Optional - Descriptive name for this integration

Examples:

"Production Autotask"
"Autotask PSA - Main"
"Datto PSA Sandbox"

Instance URL

Required - Your Autotask instance URL

Format:

https://webservices{X}.autotask.net/atservices/1.6/atws.asmx

Where {X} is your zone number (1-20)

Find Your Zone:

Log into Autotask
Check browser URL: https://ww{X}.autotask.net
Use that zone number in API URL

Examples:

Zone 5: https://webservices5.autotask.net/atservices/1.6/atws.asmx
Zone 12: https://webservices12.autotask.net/atservices/1.6/atws.asmx

Entity Type

Required - Autotask entity to integrate

Supported:

Ticket - Service tickets (most common)
ServiceCall - Service call records
Project - Project tasks requiring field work

Format: Use exact entity name (case-sensitive)

Step 4: Authentication

Enter SOAP API credentials:

Username API user's email address Example: integration@company.com

Password User's Autotask password

Integration Code Generated tracking identifier from Step 1

Security Token API authentication token from Step 1

Step 5: Test Connection

Click "Test Connection"

Button in configuration form

Broker Validates

Authenticates with Autotask SOAP API
Queries entity metadata
Verifies permissions

Review Result

Success: ✅ Green confirmation

Connection established
Authentication valid
Entity accessible

Failure: ❌ Error message

Check credentials
Verify zone number correct
Ensure API user has permissions

Common Authentication Errors

Step 6: Get Trigger URL

Once authentication succeeds, Field Nation generates unique trigger URL:

Format:

https://api.fieldnation.com/integrations/trigger/{CLIENT_TOKEN}

Copy this URL - You'll configure it in Autotask webhook

Security: Client token authenticates incoming webhooks. Keep URL secure.

Step 7: Refresh Fields

Discover available fields for mapping:

Click "Refresh Fields"

Button in field mapping section

Broker Queries Autotask

Calls SOAP API GetFieldInfo
Retrieves field definitions for entity
Discovers User-Defined Fields

Fields Populate

Dropdowns fill with:

Standard fields (title, description, status)
User-Defined Fields (UDF)
Related entity fields (account, contact)
Picklist values

Step 8: Configure Field Mappings

Map data between Autotask and Field Nation:

Inbound (Autotask → Field Nation)

Example Mappings:

Autotask Field                → FN Field                   Action
──────────────────────────────────────────────────────────────────
Title                        → title                      Sync
Description                  → description                Sync
AccountName                  → location.company.name      Sync
Status                       → status_id                  Array Map
Priority                     → priority                   Array Map
DueDateTime                  → schedule.start             Date Convert
AssignedResource.Email       → contact.email              Sync
UDF_TicketNumber            → custom_field_123           Sync

Outbound (Field Nation → Autotask)

Example Mappings:

FN Field                     → Autotask Field             Action
──────────────────────────────────────────────────────────────────
status.name                  → Status                     Array Map
assignee.user.name           → UDF_Technician            Sync
completion_notes             → Resolution                 Sync
completion_date              → CompletedDate              Date Convert

Status Mapping

Autotask Status Values:

Varies by configuration
Common: New, In Progress, Complete, Closed

Field Nation Status IDs:

1 = Draft
2 = Assigned
3 = Work Done
4 = Approved
5 = Paid

Array Map Configuration:

{
  "source": "Status",
  "target": "status_id",
  "action": "array_map",
  "mappings": [
    { "compare": "New", "value": "1" },
    { "compare": "In Progress", "value": "2" },
    { "compare": "Complete", "value": "3" },
    { "compare": "Closed", "value": "4" }
  ],
  "default": "1"
}