You can now connect Memtime to Datto Autotask PSA and take your time-tracking to the next level.
Step 1: Install Autotask as a Connected App
1. Launch the Memtime App and navigate to the menu icon. Select Connected Apps.
2. If Datto Autotask is not listed as a Connected App, click Find More Connected Apps to find it and install it.
3. The Memtime Marketplace website will open in your browser. Search for Autotask in the search bar, or any other Connected App you’d like to try.
Once you find Autotask, click Connect to Datto Autotask PSA.
4. A pop-up window will appear asking you to enter the following credentials.
Step 2: Finding your API credentials
1. If you don't have an API user set up in Autotask, you can quickly create it, and then use the new API username and secret, by following this video.
If you already have an API user in Autotask, you can find your API username and secret by going to:
Autotask Menu → Admin → Resources (Users) → Your API User
2. Once you find your API credentials, you can go back to the Memtime website, and input them in the window, and click on Install.
When generating a new Secret, remember to first save the changes in Autotask before proceeding to the Memtime website to input this information.
3. Return to the Memtime app and go to Menu → Connected Apps. Click Refresh Installed Connected Apps to see Autotask listed as a Connected App.
Step 3: Authenticate Autotask
1. In Memtime, select Autotask from the Connected Apps list and click Authenticate. You will also be automatically prompted to authenticate.
2. A pop-up window will appear where you can input your Autotask username or email (depending on which one is unique for your Autotask user).
Depending on your Autotask setup, this window may require your Datto Autotask username, not your email address. Enter only the first part of your email to authenticate.
E.g., Email: PPierce@timebrosandbox.com, Username: PPierce
3. After authentication, refresh Connected Apps to confirm Datto Autotask is authenticated.
4. Select Autotask from the Connected Apps menu to access its settings. Here, you can customize the settings to match your preferences.
Step 4: Create Autotask Time Entries in Memtime
1. Open the Project Management tab in Memtime. Click on the Refresh button to ensure all your projects are imported.
By default, only tickets or tasks where you are the primary resource in Datto Autotask PSA are imported into Memtime. Ensure they are correctly assigned to you in Datto Autotask or adjust the import settings in Connected Apps.
2. Go to the Time Tracking tab and create time entries by clicking and dragging in the Time Entries column.
The Time Entry window will now offer you the option to select Autotask as a Connected App.
3. Log in to your Autotask account and go to My → Current Timesheet or any task with time entries to view the time entries synced from Memtime.
Automatic Synchronization:
Memtime automatically exports time entries created in Memtime to Autotask. Similarly, any time entries created directly in Autotask are exported to Memtime by default.
Here's a video that shows the whole process: