Set up Sophos Fusion Partner

Follow these instructions to set up Sophos Fusion Partner.

To set up Sophos Fusion Partner, do as follows:

1. Click the Global Settings icon .
2. Click Platform and click PSA Integration.
3. Under Autotask Integration Guide, click Setup.
4. On the Autotask PSA integration page, click Set up integration.
5. In the Autotask Details dialog box, enter your Autotask API User account credentials, which you noted earlier.

6. Click Save.

   If the data you entered is invalid, an error is displayed. Enter the correct data, ensuring that you use the correct case (upper or lower case), and click Save again.

   When Sophos Fusion Partner has set up an account in Sophos Fusion Partner for accessing Autotask, Sophos Fusion Partner:

   • Copies all Sophos Fusion Partner license names to Autotask where they appear as services.
   • Copies all contracts from Autotask to Sophos Fusion Partner.

   The button next to the Autotask logo changes to Manage Settings.

If you have problems connecting with Autotask, see Autotask troubleshooting.