PSA Integration Guide

Getting started with TimeZest & PSA integration

8 articles in this collection
Written by Jason Langenauer and Johannah Strobaugh

ConnectWise Manage Setup

Connecting ConnectWise Manage to TimeZest

Creating an API member and key and configuring these in TimeZest

Written by Jason Langenauer
Updated over a week ago

Rotating your ConnectWise Manage credentials

Changing your ConnectWise Manage API credentials without downtime.

Written by Jason Langenauer
Updated over a week ago

Creating a custom security role in ConnectWise Manage for TimeZest

API permissions to use the TimeZest pod.

Written by Jason Langenauer
Updated over a week ago

Setting up the TimeZest Pod

Set up the TimeZest Pod, which is the primary interface to TimeZest.

Written by Jason Langenauer
Updated over a week ago

Autotask Setup

Creating an API User for Autotask

Written by Jason Langenauer
Updated over a week ago

Rotating your Autotask credentials

Changing your Autotask API credentials with minimal downtime.

Written by Jason Langenauer
Updated over a week ago

Creating a Security Level for Autotask

Written by Jason Langenauer
Updated over a week ago

TimeZest Insight Setup Guide

Follow the below directions to complete the setup TimeZest Insight for Autotask.

Written by Johannah Strobaugh
Updated over a week ago