Configure the integration in Workplace Manager

IMPORTANT  This integration is only accessible if it was configured before the release of Integrated Billing via Autotask in June 2023. To ensure the best possible experience, please switch to Integrated Billing via Autotask as soon as possible.

SECURITY  API user license type in Autotask. Please refer to How do I create an API user in Autotask for my Workplace/Autotask integration?

NAVIGATION   > Autotask Integration

If you are a Autotask customer, integrating Autotask with Workplace Manager allows you to process support requests as Autotask tickets, and bill for Workplace services using Autotask contracts.

To get started, you must connect your Autotask account to Workplace Manager, and transfer the services in your Workplace plan to Autotask.

How to...