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Setting up the Autotask Integration

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This section takes you through integrating your Autotask PSA with QuoteWerks. This will allow you to pull Autotask customer records into sales quotes, create Autotask opportunities, and much more using a single application: QuoteWerks.

 

The integration setup instructions are below:

●Configuring the Autotask Integration

Version 5.2 (Build 8.12)  - July 7th, 2017