ECHOplatform - Barracuda MSP Solutions · This document constitutes proprietary and confidential information of Barracuda Networks, Inc. This document may not be disclosed, used or

ECHOplatform - Autotask Integration Guide

Version 2.2

ECHOplatform - Autotask

Integration Guide

This document constitutes proprietary and confidential information of Barracuda Networks, Inc. This document may not be disclosed, used or duplicated, in whole or in part without the prior written consent of Barracuda Networks, Inc. i

Document Control History

Status Changes Date

Final. • Added Appendix C. Setting Autotask API User Security Level for Autotask Integration procedure.

• Updated Autotask procedures to reflect new UI.

May 2020

Copyright © 2020 Barracuda Networks, Inc. All rights reserved.


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This document constitutes proprietary and confidential information of Barracuda Networks, Inc. This document may not be disclosed, used or duplicated, in whole or in part without the prior written consent of Barracuda Networks, Inc. ii

Table of Contents Table of Figures ............................................................................................................................................ iv

Introduction .................................................................................................................................................. 1

Audience ................................................................................................................................................... 1

About This Document ............................................................................................................................... 1

Related Documentation ............................................................................................................................ 2

Barracuda MSP Partner Support ............................................................................................................... 2

Chapter 1. Barracuda MSP ECHOplatform and Autotask Overview ............................................................. 3

Barracuda MSP ECHOplatform and Autotask ........................................................................................... 3

Autotask Integration ................................................................................................................................. 3

Chapter 2. Initial Setup ................................................................................................................................. 5

Overview ................................................................................................................................................... 5

Task 1. Creating a User-defined Field ....................................................................................................... 6

Task 2. Preparing Accounts ....................................................................................................................... 8

Task 3. Creating a Contract for each Account ......................................................................................... 13

Task 4. Entering Autotask Credentials .................................................................................................... 16

Chapter 3. Ticketing Setup .......................................................................................................................... 19

Overview ................................................................................................................................................. 19

Mapping Tickets ...................................................................................................................................... 19

Chapter 4. Billing Setup ............................................................................................................................... 23

Overview ................................................................................................................................................. 23

Setting up Billing ..................................................................................................................................... 23

Chapter 5. Billing Strategies ........................................................................................................................ 29

Overview ................................................................................................................................................. 29

Universal Price-per-GB ............................................................................................................................ 29

Setting Up Universal Price-per-GB ...................................................................................................... 29

Price–per-GB by Plan .............................................................................................................................. 31

Setting Up Price-per-GB by Plan ......................................................................................................... 31

Block Storage Billing ................................................................................................................................ 34

Setting Up Block Storage Billing .......................................................................................................... 35

Chapter 6. Monitoring Your Integration ..................................................................................................... 41


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This document constitutes proprietary and confidential information of Barracuda Networks, Inc. This document may not be disclosed, used or duplicated, in whole or in part without the prior written consent of Barracuda Networks, Inc. iii

Overview ................................................................................................................................................. 41

Viewing Logs ........................................................................................................................................... 42

Chapter 7. How to Prepare for and Contact Partner Support .................................................................... 43

How and When to Contact Partner Support ........................................................................................... 43

Common Issues You Can Check .............................................................................................................. 43

Preparing for Support ............................................................................................................................. 43

Appendix A. Troubleshooting Permissions ................................................................................................. 45

Permissions Error Message ..................................................................................................................... 45

Appendix B. Creating Services in Autotask ................................................................................................. 49

Appendix C. Setting Autotask API User Security Level ................................................................................ 51

API User (API-only) Security Level ........................................................................................................... 51

Tracking Identifiers ................................................................................................................................. 51

Tasks to Create an API User for Autotask Integration ............................................................................ 51

Task 1. Creating an API User with Barracuda Tracking Identifier ........................................................... 52

Task 2. Entering Autotask Credentials .................................................................................................... 55


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This document constitutes proprietary and confidential information of Barracuda Networks, Inc. This document may not be disclosed, used or duplicated, in whole or in part without the prior written consent of Barracuda Networks, Inc. iv

Table of Figures Figure 1. Sample Autotask Log. ................................................................................................................... 41


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This document constitutes proprietary and confidential information of Barracuda Networks, Inc. This document may not be disclosed, used or duplicated, in whole or in part without the prior written consent of Barracuda Networks, Inc. 1

INTRODUCTION This chapter includes the following topics:

• Audience • About This Document • Related Documentation • Barracuda MSP Partner Support

Audience This document is intended for IT professionals and partners providing their clients with Barracuda MSP cloud backup and recovery support.

About This Document The scope of this document is limited to the ECHOplatform interface with Autotask. Refer to the Autotask documentation for more information.

This User Guide provides the following information:

Chapter Contents Introduction Information about this document.

1 Barracuda MSP ECHOplatform and Autotask Overview

2 Initial Setup

3 Ticketing Setup

4 Billing Setup

5 Billing Strategies

6 Monitoring Your Integration

7 How to Prepare for and Contact Partner Support

Appendix A Troubleshooting

Appendix B Creating Services in Autotask

Appendix C Setting Autotask API User Security Level


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Related Documentation The following documentation is available from Barracuda MSP:

• ECHOplatform Backup and Restore Reference Guide – provides details on how to create backups and restores for each backup type.

• ECHOplatform Best Practices Partner Guide - provides details on best practices for creating backups and restores.

• ECHOplatform Quick Start Partner Guide - provides information about setting your preferences, creating templates, and installing the software.

Barracuda MSP Partner Support Barracuda MSP Partner Support is available 8 AM to 9 PM (EST).

Phone: 800-569-0155, Option 1 or 617-948-5300

Email: [email protected]

You also can use the Barracuda live chat service 8 AM to 6 PM (EST).

Click the following link:

Link: http://barracudamsp.com/partner-success-resources/

mailto:[email protected]

http://barracudamsp.com/partner-success-resources/


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Chapter 1. Barracuda MSP ECHOplatform and Autotask Overview

This chapter includes the following topics:

• Barracuda MSP ECHOplatform and Autotask • Autotask Integration

Barracuda MSP ECHOplatform and Autotask The integration of ECHOplatform with the Autotask platform provides you with a powerful tool for protecting your clients’ data while automating customer billing and ticketing procedures. In a single, unified application, you can:

• Access customer usage • Create invoices • Monitor backup notifications

This integrated solution provides the information you need to do the following:

• Eliminate manual billing processes • Streamline your backup monitoring procedures • Run your operations more efficiently and cost-effectively

Autotask Integration The Autotask integration enables you to receive daily updates from ECHOplatform for configured accounts in Autotask. Data sent to Autotask includes the following:

• Backup notifications, mapped to a Status, Priority, Queue, and Due Date in your Autotask service desk

• Backup usage, local subscription values, Imaging licensing, Hyper-V host licensing, and QuickSpin host licensing values used to update your accounts’ contracts to enable invoicing

The following table describes the necessary tasks for configuring your Autotask integration.

Task Description

1 Initial setup

2 Ticketing setup

3 Billing setup

4 Monitoring your integration

The rest of this guide provides the procedures for implementing these tasks.


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Chapter 2. Initial Setup This chapter includes the following topics:

• Overview • Task 1. Creating a User Defined Field • Task 2. Preparing Accounts • Task 3. Create a Contract for each Account • Task 4. Entering Autotask Credentials

Overview Initial Setup involves performing several tasks.

The first task is setting up Autotask to accept and properly use ECHOplatform data. To do this, you need to set up a user-defined field in Autotask that allows you to link your ECHOplatform and Autotask accounts.

Next, you need to prepare your accounts in Autotask to receive ECHOplatform information by populating the user-defined field you just created for each of your accounts.

Then, you need to create a contract for each account.

Finally, you add your Autotask account information to your ECHOplatform account.

Note: To access API v1.6, the API User (API-only) security level is required. See Appendix C Setting Autotask API User Security Level for details.


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Task 1. Creating a User-defined Field To create a user-defined field, perform the following steps.

1. Log into Autotask, hover over the Autotask icon, and then navigate to Admin, User-Defined Fields, as shown below.

The User-Defined Fields page is displayed.

2. Click the New button.


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The new fields are displayed.

3. Create a new user-defined field called Barracuda MSP Username (case sensitive), as shown below.

4. Ensure that the Field Type is set to Text (Single Line).


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5. Click Save & Close.

The new Username is displayed.

Task 2. Preparing Accounts To prepare accounts, perform the following steps.

1. Hover over the Autotask icon, and then navigate to CRM, Accounts, as shown below.


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The Account Search page is displayed.

2. In the Account (Name/Number) field, type the account you are updating.

The Account listings are displayed.

3. Click the account you want to update.


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The Account page is displayed.

4. Click the Edit tab.


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The Edit Account page is displayed.

5. Select the User Defined tab.


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The User Defined fields are displayed.

6. At the Barracuda MSP Username field, type the Barracuda MSP user name for that account, and then click Save & Close.

7. Repeat the above steps for each account that has a Barracuda MSP user name.


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Task 3. Creating a Contract for each Account Note: This task allows for integrated billing. If you are integrating the service desk only, you can skip this task.

To create a contract for each account that is used specifically for ECHOplatform backup, perform the following steps.

1. Hover over the Autotask icon, and then navigate to Contracts, Contracts, as shown below.

The Contracts Search page is displayed.


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2. Click New, Recurring Services Contract, as shown below.

The Contract Wizard page is displayed.

3. Fill in the following required information.

Contract Name: Choose a contract name. This contract name must be the same for every account and is case sensitive. You enter this contract name into the ECHOplatform portal later. Account Name: Select the account name for this contract. Start Date: Select start date for the contract (usually your monthly billing date). End Date: Select end date for the contract.


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4. Click Next past the next 3 steps unless you want to optionally add specific information or services in the related steps.

Note: Optionally, you can add services to your contracts as you create them, or you can skip this step and they are automatically added to your ECHOplatform Backup contract. The Finish page is displayed.

5. Click Finish when you are done. 6. Repeat steps above for each account for which you populated the Barracuda MSP Username

field.


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Task 4. Entering Autotask Credentials To enter Autotask credentials, perform the following steps.

1. Log in to the ECHOplatform partner portal with your partner credentials, and then navigate to Preferences, Manage Integrations, as shown below.

The Integrations page is displayed.

2. Select the Autotask row, and then click the Setup button.

The Autotask Integration Information page is displayed.

3. Enter your Autotask credentials.


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Note: The Autotask credentials should be for a user that has permissions to modify the Contract and Work Type for Projects and the Service Desk. Users with the standard System Administrator security level should work. See Appendix A for more information on recommended Autotask configuration.

4. Click the Save button

Your account is displayed with updated Status. The Accounts tab (which is open when first visiting this page) displays all your ECHOplatform accounts as well as the Autotask accounts they are linked to. Your Autotask accounts display next to the correct ECHOplatform account. Click the Refresh Accounts button to refresh this list. You are now ready to set up ticketing and/or billing integration.


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Chapter 3. Ticketing Setup This section includes the following topics:

• Overview • Mapping Tickets

Overview Setting up ticketing integration means that the current backup notifications can now be automatically sent to Autotask and assigned to specific statuses, priorities, and queues.

Mapping Tickets To map tickets to Autotask companies, perform the following steps.

1. At the Autotask Integration page, click the Tickets tab.

The Tickets page is displayed.

2. Click the Map Tickets button.


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The Map Tickets page is displayed.

3. Select the Add Ticket Mapping drop-down arrow.

The Mapping Status Menu options are displayed.

4. Select the status options you want to map.

You can map the following backup statuses:

• Backup Complete • Backup Warning • Backup Failed • Backup Missed • No Recent Backups


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The options you selected are displayed. The following example displays all the status options.

5. For each ticket that you would like to send to Autotask, select the appropriate Status, Priority, Due Date, and Queue from your available options using the drop-down menus in each row.


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The following example displays a completed ticket page.

Note: The Due Date fields range from 1 - 99 days.

6. When you are done, click the Save button.

Your mapped tickets are displayed.


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Chapter 4. Billing Setup This section includes the following topics:

• Overview • Setting Up Billing

Overview Autotask billing integration allows you to bill directly from within Autotask for the following items:

• Backup usage • Local backup subscriptions • QuickSpin host licenses • Imaging licenses • Hyper-V host licenses

Direct billing is accomplished by linking ECHOplatform accounts to services, and then updating these services to reflect ECHOplatform usage values. For more information on creating services in Autotask, see Appendix B.

Setting up Billing To set up billing, perform the following steps.

1. In the Portal, at the Autotask Integration page, click the Billing tab.

The Billing page is displayed.

2. Click the Set Up Billing button.


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The Autotask Billing page is displayed.

3. Click Add Service.

The plan fields are displayed.


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4. Select the Plan drop-down arrow to display your plan options.

Notes:

• Selecting (All plans) means that every account maps to the same set of services for usage and local backup.

• Other plan options are mapped to their own set of services for usage, local backup, and host licenses. This option is useful if you have different services set up for different package amounts or a different price-per GB.

5. For each plan you would like to map to a set of services, choose the appropriate services from the drop-down menus in each row.

These are populated with your available Autotask services. The services you choose are automatically added to the ECHOplatform Backup contract you created for each account if they do not already exist.

6. At the Contract Name section, type the same name that you created contracts for each of your accounts in Autotask in Initial Setup, Task 2.

Requirement: The name of the contract created for each account in Autotask must match this name exactly.

The name field is activated and the edit icons are displayed.

7. Click the delete icon to erase the current name.

The name is erased.


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8. Type the new name, and then click the confirm icon.

Note: To cancel the name change and restore the current name, click the escape icon. The name is displayed.

9. Select a Usage Value radio button.

Note: The following table provides descriptions of the Usage Value options.

Usage Value Description Update Total Usage This option sends the total amount of data (in GB) that each account is

using to Autotask to a single service. This option is best used when billing a flat rate per GB. See Universal Price-per-GB or Price - per-GB by Plan billing strategies for an example of how this is used.

Update Additional Usage

This option sends only the usage over the base plan size for each account. For example, if an account has a 20 GB plan and uses 25 GB, only the 5 GB value is sent to Autotask. This option is best used when billing a base rate for a certain block of storage, and then billing overage using a per-GB rate See Block Storage billing strategy for an example of how this is used.

10. At the Rounding section, select one of the following round usage values radio buttons:

• Round to Nearest Whole Number • Round Usage Up • Round Usage Down

Note: Autotask only accepts whole numbers

11. Click the Save button.


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Your new billing plan is displayed.


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Chapter 5. Billing Strategies This section includes the following topics:

• Overview • Universal Price-per-GB • Price – per - GB by Plan • Block Storage Billing

Overview The Autotask integration provides a flexible interface for setting up billing integration, which allows you to bill for your service the way you like. Outlined below are three potential billing strategies that you may choose to follow when billing for our services through Autotask.

Note: All strategies described below involve billing for usage. Local backup, QuickSpin Host Licenses, Hyper-V licenses, and Imaging licenses are billed at a price-per-license in all cases. These licenses require their own cross-references of type LocalBackup, VMwareHostLicensing, Hyper-VHostLicensing, and ImageLicensing for each level.

The billing strategies are as follows:

• Universal Price-per-GB • Price-per-GB by plan • Block storage

Universal Price-per-GB Use this billing strategy when choosing to bill at the same flat price-per-GB of backup storage for all of your backup customers.

Setting Up Universal Price-per-GB To set up universal price-per-GB, perform the following steps.

1. In Autotask, create the properly named contract with no services as outlined in the Billing Setup section.


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2. At the Autotask Integration page, select the Billing tab, as shown below.


3. Click the Add Service button.


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4. At the Plan drop-down menu, select (All Plans).

Note: This selection ensures that every account is included in this mapping.

5. At the Usage Service drop-down menu, select a usage service.

Note: The usage for all accounts updates this service on the correct contract.

6. At the Usage Value section, at the bottom of the page, select the Update Total Usage radio button.

Note: This selection ensures that every account is billed per-GB for total usage value.


The Plan is displayed on the Billing page.

Price–per-GB by Plan The Price-per-GB by Plan billing strategy allows you to bill at a flat price-per-GB. Different accounts are billed at a different price-per-GB. Which price-per-GB an account is billed at depends on what plan they are associated with, and the usage service to which that plan is mapped.

Setting Up Price-per-GB by Plan To set up the Price-Per-GB by Plan, perform the following steps.

1. Make sure you have products created in Autotask for each price point you would like to charge, as shown in the example below.


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Although not displayed, note that each service would have a different Unit Price.



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3. Click the Add Service button.



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4. Set up the billing as shown below to correspond with the Autotask services you created in Step 1.

Note: At the Plan field, the accounts associated with this plan have their usage and local backup information set to the services specified on this line. Note: At the Usage Service field, the usage for all accounts associated with the specified plan updates this service on the correct contract.

5. Select the Update Total Usage radio button in the Usage Value section.

Note: This selection ensures that every account is billed per-GB for total usage value.


Block Storage Billing Block storage billing is useful for billing for a block of storage (for example, 20 GB) and then billing at a certain price-per-GB for any usage above that block size. This method is also useful for including a certain amount of storage at no cost, and billing at a certain price-per-GB after that cost-free storage block is used. The following example shows how to set up for a 20 GB plan/block size.


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Setting Up Block Storage Billing To set up block storage billing, perform the following steps.

1. In Autotask, create two contracts for each account to be billed for a 20 GB block of storage.

Note: When creating this contract, add a 20 GB block service to the contract (see Appendix B on how to create services). This service remains on the contract but is not updated by the integration. An example of this contract is shown below.

This first contract must remain separate from the contract the integration updates daily.

2. On the second contract, create a properly named contract with no services as outlined in the Billing Setup section.

Note: Because this is the contract being updated, it is important that this contract match to the name you set in the billing tab in the ECHOplatform portal. The block plan contract should be named something else.

3. At the ECHOplatform portal, click Preferences, Configure Billing Plans and then set up a billing plan that with a Base Plan Size set to the size of the block (in this case, 20 GB).

Note: This setting ensures the usage value for overages that is sent to the service does not start until the account reaches 20 GB. An example of this plan’s relevant fields is displayed below.

Note: Only the Base Plan Size value has an impact on this billing strategy, the other values are ignored.


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5. Click the Add Services button.


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6. Set up your billing integration as shown below.

7. At the Plan drop-down menu, select a plan.

Note: The accounts associated with this plan have their usage and local backup information set to the services specified on this line.

8. Select a usage service for this particular plan.

Note: The usage for all accounts associated with the specified plan updates this service on the correct contract.


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9. At the Contract Name section, to type a new name for the contract, click the currently displayed name.

Requirement: The name of the contract created for each account in Autotask must match this name exactly.

The name field is activated and the edit icons are displayed.

10. Click the delete icon to erase the current name.

The name is erased.

11. Type the new name, and then click the confirm icon.

Note: To cancel the name change and restore the current name, click the delete icon. The name is displayed.

12. Select the Update Additional Usage radio button.

Note: This option ensures that every account is billed per-GB for any usage that exceeds the Base Plan Size value on the specified plan.

13. At the Rounding section, select the Round to Nearest Whole Number radio button. 14. Click the Save button.


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Your new billing plan is displayed.


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Chapter 6. Monitoring Your Integration This chapter includes the following topics:

• Overview • Viewing Logs • Autotask Status Report Email

Overview To monitor your Autotask integration and ensure that it is set up correctly, notices are logged that identify any inconsistencies in your setup. For example:

• An ECHOplatform account is not linked to an account in Autotask. • A service you mapped to a plan no longer exists in Autotask. • A Queue, Priority, or Status mapped in your ticketing preferences no longer exists in Autotask.

These notices can be viewed in the Logs tab of the Autotask Integration page, as shown in Figure 1.

Figure 1. Sample Autotask Log.

Logs can be filtered by which integration feature they deal with:

• Accounts • Tickets • Billing

Logs also can be filtered by their severity level:

• Information • Warning • Error


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Viewing Logs To view logs, perform the following steps.

1. At the Autotask Integration page, click the Logs tab.

The Logs page is displayed.

2. To filter the display, click the Filter Results button.

The Type and Feature check boxes are displayed.

3. Select or clear the Type and Feature check boxes to filter the results.


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Chapter 7. How to Prepare for and Contact Partner Support This chapter includes the following topics:

• How and When to Contact Partner Support • Common Issues You Can Check • Preparing for Support

How and When to Contact Partner Support Partner Support hours are Monday – Friday 8 am – 9 pm EST. Contact Partner Support by:

• Phone at 1-800-569-0155, option 1. • Live chat from the website or management portal. • Emailing [email protected].

During weekends and holidays, coverage during business hours is provided via email only.

Before contacting the Partner Support Team, attempt level-one troubleshooting of the issue.

Common Issues You Can Check Here are some common issues you can check before seeking support.

• Access the logs for flagged issues through the management portal or on the local software. • When a failed backup notice is received, try to reproduce the issue or manually run a backup. • Check the network and environmental variables that could cause a backup to fail.

Check Event Viewer for corresponding errors VSS writers Permissions Connection/Firewall/Anti-virus

• Check the Knowledge Base for relevant articles.

Preparing for Support When you contact the Partner Support Team, be ready to provide the following:

• The user name of the account with the issue and the computer ID. • Any warnings, exceptions, or error messages.

If an existing case, have that case number available so Barracuda MSP can access it to find all relevant information.

Depending on the backup solution, a remote connection to the machine may be necessary.

mailto:[email protected]


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Appendix A. Troubleshooting Permissions Although the Autotask integration is designed to work with most standard Autotask configurations, issues may arise due to the way Autotask is configured.

Permissions Error Message After setting up your integration, you may receive an error in your logs that states the following:

Autotask reported a failure with the response “The logged in resource does not have the adequate permissions to create this entity type.”

This error is an indication that the Autotask credentials you supplied when first setting up the integration do not have all of the correct permissions to update billing and/or ticketing. Correct permissions are required for each item to be correctly updated through the integration.

Recommendation: Use the permissions of (or equal to) the System Administrator role when setting up your Autotask integration.

To access the Autotask Security Levels page, perform the following steps.

Requirement: You must have access to Products & Services and Configuration Items in the Admin section of the assigned Security Level.

1. Log into Autotask, hover over the Autotask icon, and then navigate to Admin, Features & Settings, as shown below.


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The Features & Settings page is displayed.

2. Select Resources/Users (HR).

The Resources/Users (HR) page is displayed.


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3. Select Security Levels.

The Security Levels page is displayed where you can make your changes.

4. After making your changes, log out of Autotask and then log back in to allow the changes to take effect.


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Appendix B. Creating Services in Autotask As explained in the Billing Setup section, the billing integration updates an Autotask account’s contracts by adjusting Services on that contract. For each contract, the following services are used:

• Usage • Local backup • VM host licenses • Imaging licenses • Hyper-V host licenses • QuickSpin host licenses

In the ECHOplatform portal, you can map all plans or any individual plan to specific services. However, if you do not have any services created in Autotask for use with online backup, you need to create them so that they are available when setting up billing in the ECHOplatform portal.

For information on how to create services in Autotask, visit this Autotask online help article:

https://ww14.autotask.net/help/Content/0_HOME/Home.htm

When creating a… make sure that the Unit Price is equal to the amount you would like to charge per…

usage service, GB of backup storage. local backup service, local backup subscription

• VM host license service, • Imaging license service, • Hyper-V host license service, • QuickSpin host license service,

host license

If you are billing by block of storage (see Block Storage Billing), make sure that the Unit Price is equal to the amount you would like to charge for the entire block of storage (for example, a 50 GB block of storage may have a unit price of $100.00).

https://ww14.autotask.net/help/Content/0_HOME/Home.htm


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Appendix C. Setting Autotask API User Security Level This section includes the following topics:

• API User (API-only) Security Level Autotask Integration • Tracking Identifiers • Tasks to create an API User for Autotask Integration

API User (API-only) Security Level To access API v1.6, the API User (API-only) security level is required.

API User (API-only) security level provides full system administrator access to the following:

• Autotask PSA modules • Autotask features • data via the Autotask Web Services API with no access to the Autotask UI

Tracking Identifiers Tracking identifiers are required for API-only users accessing API v1.6.

Tracking identifiers are critical so Autotask in can provide optimal service to all API users. Tracking identifiers are also a valuable tool for integrators working with multiple API-only users and building multiple integrations.

Tracking identifiers are assigned or self-generated on the Security tab of the API-only user's Resource Management page when adding a new API-only user or editing an API-only user that does not have an identifier assigned.

Tasks to Create an API User for Autotask Integration The following table describes the necessary tasks for configuring your API User Autotask integration.

Task Description

1 In Autotask, update the API TRACKING IDENTIFIER section to Barracuda MSP vendor.

2 In ECHOplatform, update the Autotask Integration credentials.

The rest of this guide provides the procedures for implementing these tasks.


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Task 1. Creating an API User with Barracuda Tracking Identifier To create an API user with Barracuda Tracking Identifier, perform the following steps.

1. Log into Autotask, hover over the Autotask icon, and then navigate to Admin, Resources (Users), as shown below.

The Resources page is displayed.

2. Click the New button.


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The RESOURCES MANAGEMENT General settings page is displayed.

3. Complete the required fields, and then click the Security tab.

The RESOURCE MANAGEMENT Security settings page is displayed.


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4. Provide the username and password for the new API user. 5. At the SECURITY & PERMISSIONS section, select API User (system) from the Security Level drop-

down menu.

The API TRACKING IDENTIFIER section is displayed.

6. At the API TRACKING IDENTIFIER section, select the Integration Vendor radio button, and from the drop-down select Barracuda MSP.

7. Click Save. 8. At the top of the RESOUCE MANAGEMENT page click the required tabs (marked with the red

asterisk), and then complete the required fields. 9. Click Save.


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Task 2. Entering Autotask Credentials To enter Autotask credentials, perform the following steps.

1. Log in to the ECHOplatform partner portal with your partner credentials, and then navigate to Preferences, Manage Integrations, as shown below.

The Integrations page is displayed.

2. Select the Autotask row, and then click the Setup button.

The Autotask Integration Information page is displayed.

3. Select the account that needs to be updated, and then click the Edit button. 4. Update the Autotask credentials.


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5. Click the Save button

Your account is displayed with updated Status. Your Autotask accounts display next to the correct ECHOplatform account. Click the Refresh Accounts button to refresh this list.

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ECHOplatform - Barracuda MSP Solutions · This document constitutes proprietary and confidential information of Barracuda Networks, Inc. This document may not be disclosed, used or