Autotask Opportunities - API Security Requirements

Lifecycle Insights allows you to import your tickets from Autotask.  This document assumes that you have already set up your Autotask integration and entered API Keys into LCI.   Considering this, the only thing this article covers are the requirements for LCI to access Tickets in Autotask.  If you want to review the full set up for Autotask, please click this link. 

Autotask Configuration

Find the Security Level that is associated with the API User used for API access to Lifecycle Insights.  Once you do that, edit that security level.

Expand CRM and set the values as outlined below for Opportunities and Quotes.

Expand Admin - and check Resource/Users (HR) and Sales & Opportunities.  Note, we need access to Resources/HR to assign an Opportunity Owner if creating an Opportunity.

Make sure you Save your changes.