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AutoTask LCP#45

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TimWheeler-SQUP wants to merge 22 commits intomainfrom
work/tw/AutoTask
Open

AutoTask LCP#45
TimWheeler-SQUP wants to merge 22 commits intomainfrom
work/tw/AutoTask

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@TimWheeler-SQUP
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@TimWheeler-SQUP TimWheeler-SQUP commented May 9, 2026

🔌 Plugin overview

  • Plugin name: AutoTask
  • Purpose / problem solved: Enable SquaredUp users to monitor tickets, contracts, projects, companies, contacts, and resources via Autotask PSA
  • Primary audience (e.g. platform teams, SREs, product teams): MSPs and IT service teams using Autotask for PSA/ticketing
  • **Authentication method - API username and secret (API user credentials)

🖼️ Plugin screenshots


🧪 Testing

Tested all data streams return results. Status and state mappings validated for tickets, contracts, and projects. OOB tickets dashboard loads and displays data correctly. Object indexing confirmed for companies, contacts, contracts, projects, and resources.


⚠️ Known limitations

None at this time.


📚 Checklist

  • Plugin, datastream and UI naming follow SquaredUp guidelines
  • Logo added
  • One or more dashboards added
  • README added including configuration guidance
  • No secrets or credentials included
  • I agree to the Code of Conduct

@TimWheeler-SQUP TimWheeler-SQUP requested a review from a team May 9, 2026 20:45
@TimWheeler-SQUP TimWheeler-SQUP changed the title Add AutoTask plugin AutoTask LCP May 9, 2026
@TimWheeler-SQUP TimWheeler-SQUP requested a review from clarkd May 9, 2026 20:51
Comment thread plugins/AutoTask/v1/dataStreams/tickets.json
Comment thread plugins/AutoTask/v1/metadata.json Outdated
Comment thread test-present.txt Outdated
Comment thread plugins/AutoTask/v1/metadata.json Outdated
- Rename displayName AutoTask → Autotask, update name to autotask
- Update description to reference Datto Autotask PSA with full stop
- Add documentation link to metadata.json; bump version to 1.0.1
- Change category from User Defined to Service Management
- Update configValidation, custom_types, ui.json, README: AutoTask → Autotask
- Fix ui.json help text to start with verbs and drop possessive phrasing
- Add computed statusName with state mapping to projectStatus.json
- Add plugins/AutoTask to CODEOWNERS
- Remove CLAUDE.md, CLAUDE.local.md, and test-present.txt from PR

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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🧩 Plugin PR Summary

📦 Modified Plugins

  • plugins/AutoTask/v1

📋 Results

Step Status
Validation ✅ Passed
Deployment 🚀 Deployed

🔍 Validation Details

autotask
{
  "valid": true,
  "pluginName": "autotask",
  "pluginType": "cloud",
  "summary": {
    "Data Streams": 11,
    "Import Definitions": 1,
    "UI Configuration": true,
    "Has Icon": true,
    "Has Default Content": true,
    "Config Validation": true,
    "Custom Types": true
  }
}

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