How to Create an API User in Autotask PSA

To migrate data from Autotask PSA, you’ll need to create an API user with the right security level. Follow these steps:

Set up a Security Level for the API User

1. Go to Admin  Account Settings & Users (or Client Settings & Users for new accounts).
2. Expand Resources/Users (HR) and select Security Levels.
3. Find API User (system) (API-only) and click Copy.
4. Name the security level and enable Full Permission in the Web Service API section.
5. Click Save & Close.

Create an API User

1. Go to Admin  Resources (Users) under Commonly Used.
2. Click New and select New API User.
3. Fill in the General fields. Under Security Level, select the one you just created. Generate or enter the Username and Secret.
4. In API Tracking Identifier, choose Relokia - Data Migration as the Integration Vendor.
5. Click Save & Close.

Once your Autotask API user is set up, you’re ready for automated data migration.

Enable API User Impersonation

To let API users leave comments on tickets as agents:

1. Go to Admin  Account Settings & Users.
2. Expand Resources/Users (HR) and click Security Levels.
3. Right-click on the agent, then select Edit Security Level.
4. Under Web Services API, check Allow impersonation of resources with this security level.
5. Click Save & Close.
6. Repeat for all agents who need impersonation enabled.