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Overview

The Autotask Quote export allows you to send products from your Adaptive Catalog workspace to an Autotask Quote of your choosing.

Products that have been previously linked to Autotask Product Catalog products will create quote items that are linked to the related Autotask Product Catalog Products. Items that are not linked to an Autotask Product Catalog Product will simply create a quote item with basic details.

Setup

Create an API User​

  1. In Autotask, click the menu icon in the upper left, then click Admin→ Account Settings and Users

  2. Expand Resources/Users section, then click Resources/Users

  3. From the Resources screen, hover over the down arrow to the right of the New button in the top left. Click New API User

  4. Fill out the required fields in the General panel. Make sure to select API User (system) in the Security Level dropdown

  5. Click Generate Key and Generate Secret. Copy the values to use later.

  6. In the API Tracking Identifier section, Select Adaptive Catalog - Cloud Service Delivery under the Integration Vendor dropdown.

  7. Click Save & Close

Install the Extension​

  1. In Adaptive Catalog, navigate to the Extension Management page.

  2. Click the Install button

  3. Search for Autotask extensions and locate the “Autotask Quote Export” extension. Click on the tile to open the installation details dialog.

  4. Fill out the fields with the following details:

    1. Nickname: Shown in the Export dropdown in the work URL: The API URL for your Autotask instance API Username: Your Autotask API Username from previous step Secret: Your Autotask API Secret from previous step

  5. Click the green Install button.

Using the Extension

  1. Navigate to a Workspace with products on it.

  2. Click Extensions → Autotask Quote Export (or the provided nickname)

  3. Search for an existing quote using the drop-down. Once selected, click Run

  4. Once the process is completed, you will see a success message and the Quote Items are present on the Autotask Quote