Getting Started With Autotask
- Go to 'Customers' → 'Integrate with External Service'
- Select 'Autotask Settings'
- Enter your Autotask settings (Username, Password)
- Use the 'Test Connection' button to ensure your details are valid.
- Use the 'Save Settings' button to save your Autotask settings.
- Go to 'Customers' and select 'Autotask Sync' to start syncing your contact data.
