PSA Integration Guides

Getting started with TimeZest & PSA integration

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

ConnectWise Manage Setup

Step 1: 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

Step 2: 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

Step 3: 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

Rotating your ConnectWise Manage credentials

Changing your ConnectWise Manage API credentials without downtime.

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

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

Rotating your Autotask credentials

Changing your Autotask API credentials with minimal downtime.

Written by Jason Langenauer
Updated over a week ago