You can now connect Memtime to Datto Autotask PSA and take your time-tracking to the next level.
The first step to connect Autotask to Memtime is to install it as a Connected App.
To install Autotask as a Connected App, you can try the following:
1. Open the Memtime App and click on the menu burger to select Connected Apps.
2. If you do not already see Autotask as a Connected App, you can click on the "Find More Connected Apps" button to easily find it.
3. This will take you to your browser, and the Memtime marketplace website will open. You can search here for 'Autotask' or any other Connected App you would like to try.
Once you select Autotask, click on the "Connect to Datto Autotask PSA" button.
4. A pop-up window will appear asking you to enter your Autotask API data.
For more information on creating a new "API Username" and "Secret," please refer to this video.
If you have previously generated your "API Username" and "Secret," you can retrieve them again here:
Once you have acquired your API username and Secret (Password), simply go back to your Memtime Customer Portal and enter them into the previous Pop-up window to install the Datto Autotask integration.
Note: When generating a new Secret, remember to first save the changes in Autotask before proceeding to the Memtime website to input this information.
5. After connecting, go back to your Connected Apps in Memtime and click on "Refresh Installed Connected Apps" to see ClickUp installed.
The next step is to authenticate Datto Autotask in Memtime.
1. After you refresh your Connected Apps, a window will pop up asking you to authenticate with Datto Autotask PSA. You can then click on "Authenticate now".
2. A pop-up window will appear to ask you for your Autotask credentials:
Note: This window requires your Datto Autotask username, which is different from your email address. Please enter only the first part of the email address you use to log in to Autotask in order to be able to connect and proceed with the next step.
E.g. E-mail: PPierce@timebrosandbox.com and Username: PPierce
3. Then, you can lick on "Refresh Installed Connected Apps" to see Datto Autotask authenticated.
4. After you're authenticated with Datto Autotask, you can modify any of the following settings to suit your needs.
If your projects are not currently displayed in Memtime, navigate to Project Management > Datto Autotask PSA and click the refresh button to update it.
Note: By default, only tickets/tasks with you as a primary resource in Datto Autotask PSA will be imported into Memtime. Make sure that they are correctly assigned to your user in Datto Autotask to import them in Memtime or adjust the import settings in your Connected Apps.
The last step is to create ClickUp time entries in Memtime.
1. Once all your projects and tasks have been imported, you can create time entries by opening the "Time tracking" tab.
2. Then, you can click and drag on the "Time entries" column to create a new time entry.
When you create a time entry in Memtime for one of your Autotask tasks, Memtime will automatically synchronize it with your Autotask account.
3.To see where the entry has been synchronized, you can go to the Autotask website and open the "Current Timesheet" section, like this:
As soon as you open the "Current Timesheet" section, you will see all the time entries that have been automatically synchronized by Memtime, as shown here:
That's it! Now you can use the Datto Autotask PSA integration in Memtime.