> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neoagent.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Connecting to Neo Agent

> Configure the connection between your Autotask system and Neo Agent using API credentials

Once you've [created your API member](/integrations/psa/autotask/creating-api-member) with the proper permissions, you can configure the connection to Neo Agent through the integrations dashboard.

<Info>
  You'll need the API credentials and configuration details from your Autotask API member to complete this setup.
</Info>

## Required Information

Before starting the connection process, gather the following information from your Autotask system:

<ParamField path="API Member ID" type="string" required>
  The numeric ID of the API member you created (e.g., `342`). You can find this in the Resources/Users (HR) section of Autotask.
</ParamField>

<ParamField path="Non-API Member ID" type="string">
  The ID of the optional non-API member you created for time entries and ticket assignments. Only required if you created this optional user.
</ParamField>

<ParamField path="Username" type="string" required>
  The API username for your Neo API User. You may need to click `Generate Key` in Autotask to obtain this.
</ParamField>

<ParamField path="Secret" type="string" required>
  The API secret for your Neo API User. You may need to click `Generate Secret` in Autotask to obtain this.
</ParamField>

<ParamField path="API Integration Code" type="string" required>
  Also known as "Tracking code" in Autotask. This identifies your specific Autotask instance.
</ParamField>

<ParamField path="Base URL" type="string" required>
  The URL you use to access the Autotask UI (e.g., `https://webservices3.autotask.net/`).
</ParamField>

## Configuring the Integration

<Steps>
  <Step title="Access the Neo Agent Dashboard">
    Navigate to the [Neo Agent Dashboard](https://dashboard.neoagent.io) and log in with your credentials.
  </Step>

  <Step title="Go to Integrations">
    From the main dashboard, navigate to the **Integrations** section to access the PSA integration settings.
  </Step>

  <Step title="Select Autotask Integration">
    Find and select **Autotask** from the list of available PSA integrations.
  </Step>

  <Step title="Enter Your Credentials">
    Submit the credentials you gathered from your Autotask system:

    * **API Member ID**: Enter the numeric ID of your Neo API User
    * **Non-API Member ID**: Enter the ID of your optional regular user (if created)
    * **Username**: Enter the generated API username
    * **Secret**: Enter the generated API secret
    * **API Integration Code**: Enter your Autotask tracking code
    * **Base URL**: Enter your Autotask base URL

    <Warning>
      Double-check all credentials for accuracy. Incorrect information will prevent Neo Agent from connecting to your Autotask system.
    </Warning>
  </Step>

  <Step title="Test the Connection">
    Once you've entered all credentials, Neo Agent will attempt to establish a connection to your Autotask system to verify the configuration.

    <Check>
      A successful connection test confirms that Neo Agent can access your Autotask system with the provided credentials.
    </Check>
  </Step>

  <Step title="Save Configuration">
    After successful testing, save your integration configuration to enable Neo Agent workflows to interact with your Autotask system.
  </Step>
</Steps>

## Troubleshooting Connection Issues

If you encounter issues during the connection process, check the following:

<AccordionGroup>
  <Accordion title="Authentication Errors">
    * Verify that the API Member ID is correct and corresponds to an active user
    * Ensure the username and secret were generated correctly in Autotask
    * Check that the API Integration Code matches your Autotask instance
    * Confirm the Base URL is correct and accessible
  </Accordion>

  <Accordion title="Permission Errors">
    * Review the security level permissions for your Neo API User
    * Ensure all required permissions listed in the [API member creation guide](/integrations/psa/autotask/creating-api-member) are assigned
    * Verify that webhook creation permissions are enabled
    * Check that resource impersonation is properly configured
  </Accordion>

  <Accordion title="Network Connectivity">
    * Confirm your Autotask Base URL is accessible from external networks
    * Check if any firewall rules might be blocking API connections
    * [Whitelist Neo Agent's IP address](/integrations/ip-whitelisting) if your system restricts access by IP
  </Accordion>
</AccordionGroup>

## What's Next?

With your Autotask system successfully connected to Neo Agent, you can now:

* **Create Workflows**: Build automated workflows that interact with your Autotask tickets and data
* **Set Up Notifications**: Configure [ticket contact notifications](/integrations/psa/autotask/ticket-contact-notifications) to automatically email customers when Neo Agent updates tickets

<Tip>
  Start with simple workflows to test the integration before implementing more complex automation scenarios. This helps identify any configuration issues early in the process.
</Tip>