> ## 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.

# Switch to Neo's vendor identifier

> Move an Autotask connection from a Custom API tracking identifier to Integration Vendor → Neo Agent

Autotask does not let you change an API user's tracking identifier after you save it. To move from a Custom identifier to **Integration Vendor → Neo Agent**, you create a new API user and point Neo at it.

## Why switch

MSPs that connected before Neo Agent joined the Autotask Integration Hub set Neo up as a custom integration, with their own API tracking identifier. Neo Agent is now a verified Autotask Integration Vendor. Some features work only through the vendor connection: the [Neo panel in Autotask tickets](https://docs.neoagent.io/integrations/psa/neo-panel/autotask-setup.md) is one. On a Custom identifier, **Turn on** fails.

## Check which identifier you use

In the Neo dashboard, open [**Integrations** → **Autotask**](https://dashboard.neoagent.io/integrations?open=autotask) and click **Edit**.

* The form shows a **Your own API tracking identifier** box: you use a Custom identifier. Follow the steps below.
* There is no such box: you already use **Integration Vendor → Neo Agent**. Nothing to do.

## Switch

**1. Create a new API user in Autotask**

Follow [Creating the API User](https://docs.neoagent.io/integrations/psa/autotask/creating-api-user.md#creating-the-api-member), with two settings:

* **Security Level**: the same security level as your current Neo API user.
* **API Tracking Identifier**: **Integration Vendor**, then **Neo Agent**.

Generate the new user's username and secret.

**2. Update Neo's Autotask connection**

In [**Integrations** → **Autotask**](https://dashboard.neoagent.io/integrations?open=autotask), click **Edit**. Enter the new user's username and secret, clear the **Your own API tracking identifier** box, and click **Save & run checks**.

**3. Check the connection**

All required checks must pass. If one fails, it names the Autotask screen to fix. Fix it and click **Save & run checks** again. Keep the old API user active until the checks pass.

**4. Deactivate the old API user**

In Autotask, open **Admin** → **Organization Settings & Users** → **Resources/Users (HR)**, edit the old API user, and set **Status** to **Inactive**.

**5. Turn on the Neo panel (optional)**

In Neo, go to **Integrations** → **Autotask** → **Advanced settings** → **Neo panel in Autotask tickets** and click **Turn on**. The rest of the setup: [Set up the Neo panel in Autotask](https://docs.neoagent.io/integrations/psa/neo-panel/autotask-setup.md).


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