PSA integration
Ubidesk + Autotask
Tickets, time, and notes synced between your sessions and Autotask, with no re-entry.
PSA
What the integration does
Create and update Autotask tickets from sessions, push time spent and session notes, and start sessions from the ticket.
Setup
- 1
Connect Autotask via API (dedicated integration credentials).
- 2
Map technicians and clients between the two tools.
- 3
Configure ticket creation rules.
- 4
Validate with a test session.
Product
Autotask
Time tracking & billing
AvailablePer-client time tracking, billing, and exportable reports.
PSA integrations
AvailableConnectWise PSA, Autotask, HaloPSA, Syncro, Zendesk, Freshdesk, Jira Service Management, ServiceNow, HubSpot.
Dashboard & metrics
AvailableMean time to resolution, sessions per technician, scheduled reports, CSV exports.
FAQ
Frequently asked questions
Is Autotask on-premise supported?
Yes, if your instance is reachable over HTTPS with the API enabled.
Ubidesk + Autotask
Tickets, time, and notes synced between your sessions and Autotask, with no re-entry.
No credit card · Free for personal use