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Integration Guides
PSA Integrations
PSA Integrations
By Jason and 2 others
3 authors
15 articles
Autotask Setup
Step 1: Creating a Security Level for Autotask
Step 2: Creating an API User for Autotask
Step 3: TimeZest Insight Setup Guide
Rotating your Autotask credentials
Solution: Your clients are able to schedule meetings on top of approved PTO requests
ConnectWise PSA Setup
Step 1: Connecting ConnectWise PSA to TimeZest
Step 2: Creating a custom security role in ConnectWise PSA for TimeZest
Step 3: Setting up the TimeZest Pod
Rotating your ConnectWise PSA credentials
Static IP Addresses for ConnectWise PSA on-prem server
HaloPSA Setup
Step 1: Creating a HaloPSA Role for TimeZest
Step 2: Creating an API Agent for TimeZest
Step 3: Create an API Application
Step 4: Entering Credentials to TimeZest
Rotating your HaloPSA credentials
