PSA integration
Autotask accounts, tickets, and contracts joined to every other tool you run — one page per customer.
What Vectis syncs
The read side of the adapter. Pulled on a schedule and available everywhere the customer account surface lives.
Actions Vectis can take
Write-back methods this adapter exposes. Rules can call them; so can inline actions on the customer hub. Every action is logged to the audit trail.
How it correlates
Vectis is about Autotask PSA joining your other systems around the customer account — not a standalone dashboard. Two concrete examples:
Vectis saves your Autotask queue + ticket category + default status / priority IDs, so rules that fire on RMM alerts produce correctly-routed tickets without hand-picking numeric IDs on every rule.
One customer's timeline merges Autotask ticket events with RMM alerts, backup runs, invoices, and Vectis internal notes — source-tagged and chronological. Replay any day in the customer's history without opening five systems.
Setup snapshot
Create a dedicated API user under Admin → Features & Settings → Resources/Users (HR) with a matching integration code. The username must end in @APIUSER.com; the secret is shown only once at creation. Paste both into Vectis; the zone URL is auto-detected from the username unless your network blocks Autotask's zone lookup. Once tested, Vectis pulls companies, tickets, and contracts on the initial sync and stores your preferred queue + category IDs for ticket-creating rules.
Full setup guideavailable after signup
14-day free trial. Connect Autotask PSA at signup. See every customer with their full context on day one. Cancel anytime during the trial at no charge.