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Autotask PSA – Mac Plus Client Add-In Telephony Integration

Connect Autotask PSA with Xinix telephony. View supported features, system requirements, and integration details.

System Characteristics

Application Information:

Manufacturer: Datto
Application: Autotask PSA
Market: Logistics/ERP

Other Information:

Operating System: Mac
Installation Options: Optional.
Product: Go Integrator Nava

Supported Features (related to latest supported release)

Address Book Search
Click to dial via Communicator for Xinix
Click to dial via business application
Caller details preview
Manual screen pop
Auto screen pop
Pop contact in edit mode
Automatic call activity logging
Manual call activity logging
Additional features
Integration with Notes
Add contact
Live Mode
Cached Mode
Related data

Note/Advisories

Autotask users will require API to be enabled. From April, 15, 2020, API access has been removed from regular Autotask user accounts, therefore an API User account will need to be used. Please be aware that Autotask has an API Call Threshold which may affect the integration. Please contact Autotask for details of the API Call Threshold.

Plus Client Add-In
Standard
Unite