You can integrate TeamGPS with your existing PSA tool to send surveys automatically as your Engineers close tickets. To integrate with Datto’s Autotask:
- Navigate to Organization Settings > Integrations > PSA Tool
- Choose Datto (Note: If any other PSA tool is already activated, then user should deactivate the activated tool first)
- Click on Yes on the confirmation pop up showing for activating Datto.
- Now add the Site and Company ID.
- Now to get the Public Key and Private Key, open a new tab and login to your Datto account.
- Hover over the hamburger menu on the top left and then click on Admin > Resources (Users)
- Now at the top, click on the drop down arrow available just right side to New tab and then select New API User.
- Once you navigate to a new page, add the following details:
- First Name: Team
- Last Name: GPS
- Email address: Add a relevant email address
- Security Level: Click on the drop-down menu and select API User (system)
- Add relevant Primary Internal Location
- Then Click both the generate buttons:
Generate Key: Copy Username (Key) and paste it as a Public Key in TeamGPS.
Generate Secret: Copy the Password (Key) and paste it as a Private Key in TeamGPS.
- Integration Vendor: Click on the drop-down menu and select IT by Design (CRM)
Click Save & Close
Then navigate back to TeamGPS > And ensure that Site, Company ID, Public Key and Private Key is added correctly > Click on Integrate. (After clicking, Datto should show as integrated)
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