Autotask PSA Integration - User Import
How to efficiently import User data from Autotask PSA to BrainStation.
Written by Bradley Riley
Updated at December 11th, 2025
Table of Contents
You can easily import end-users from Autotask PSA into BrainStation with our Autotask Integration.
To connect to your Reseller Portal, you'll need the following information from Autotask PSA:
- API Username
- API Secret
Please Note:
This is an import, not a sync, so when Users are added or deleted in Autotask, it will not automatically be reflected in BrainStation.
Creating the API Username & Secret:
- Log into your Autotask tenant with an admin account.
- Click Admin, then Resources/Users.
- Click + New in the top left corner.
- Select New API User from the drop-down menu.
- In the General section, give the API User a descriptive name and email.
- Fill out all required information.
Please Note:
The Email Address for this section can be fake. Additionally, any Security Level and Primary Internal Location selections will be okay.
- In the API Tracking Identifier section, choose Integration Vendor.
- Search for Bigger Brains.
- Choose Bigger Brains from the drop-down list.
- In the Line of Business section, it is not usually necessary to associate this API User with any specific Lines of Business.
- In the Credentials section, click the two Generate buttons to create a Username (Key) and a Password (Secret) for this API User.
- These are values you will enter in the Reseller Portal, so copy them to a safe document.
- Select Save & Close to save the API User.
Importing Users into the Team Management Portal:
- Enter the Reseller Portal.
- Select Teams from the left-side menu.
- Locate the Team to which you would like to add Users.
- Click the Action icon next to the preferred Team.
- Select PSA Import from the pop-out menu.
- All PSA options are shown, including Autotask.
- In the Autotask PSA fields, enter the API Username & API Secret previously noted.
- Select Load Groups.
- If the credentials are entered correctly, this will display a list of Users in your Autotask PSA account.
- In the Select Group field, find the User list you want to import to this Team.
- The Team name is listed in the breadcrumbs for confirmation purposes.
Please Note:
If a User email is associated with an account already in BrainStation, a red X will appear in their row. Additionally, if a User does not have an email associated with their name, a red X will appear in their row.
- All Users in the selected list will be displayed.
- Select the Users you would like to add to the Team.
- Click Import to bring those Users into BrainStation.
- Enter the Team Management Portal of the Team to which you have added Users.
- Select Members from the left-side menu.
- Then, click List from the drop-down options.
- You will see the newly imported Users here.
Please Note:
Your Autotask PSA credentials are stored with your Reseller account, so you will not need to enter them every time. Additionally, anytime you add or edit a Team, click the PSA Import option to access your Autotask information. These credentials are only available through the Reseller Portal. If your clients add their own Users, they cannot access your stored Autotask PSA credentials.