Datto PSA Integration
CREATE API USER
This integration allows you to create tickets in Datto PSA from QBR audit controls. The reviewer can quickly generate action items so it does not get forgotten. You can also look up all tickets for the client while preparing for a QBR meeting without opening your PSA.
To start create a dedicated API User (Resource) in Datto PSA for the Narmada API connection.
Save the username (public key) and password (secret/private key) and tracking ID in your password manager before you save and close this page.
CREATE NARMADA API CONNECTION
In Narmada navigate to Integrations -> Datto PSA and create new integration. Populate the fields with the user name, password and tracking ID from previous step.
Test integration by pressing the TEST API CONNECTION button. If you get SUCCESS you can click on MAP CLIENTS and select which clients from Narmada you want to map to which client from Autotask.
Then you can start creating tickets from QBR health checks as well as sync Projects, Contracts and Opportunities.
CREATE & VIEW TICKETS
Switch to QBR Audit section -> open a control/health check and scroll down to the Ticket section and then click on New Datto PSA ticket button.
You can also see all tickets created from Narmada in one place under Tickets -> Datto. You can also see all other tickets created for that client in Datto PSA directly by checking the Show All checkbox
VIEW PROJECTS, OPPORTUNITIES & CONTRACTS