ZaunDocs

PSA / Ticketing

Integration setup guides for PSA and ticketing platforms.

Connect your PSA and ticketing tools to Zaun for incident tracking, ticket creation, and workflow automation.

Atlassian (Jira Cloud)

Category: Project & Issue Tracking | Auth: API Token

Required Credentials

FieldDescription
Atlassian EmailYour Atlassian account email
API TokenGenerated at id.atlassian.com
Site URLe.g. https://yoursite.atlassian.net

Auth: Basic base64(email:api_token)

Setup Steps

  1. Go to id.atlassian.com/manage-profile/security/api-tokens.
  2. Click Create API token, name it, set expiration (1-365 days).
  3. Copy immediately. Paste email, token, and site URL into Zaun.

Autotask (Datto PSA)

Category: Professional Services Automation | Auth: Basic Auth

Required Credentials

FieldDescription
API Username (Key)Generated for API User
API Password (Secret)Shown once at creation
API Integration CodeTracking identifier

Setup Steps

  1. In Autotask > Admin > Resources/Users > New API User.
  2. Select a security level, click Generate for Username and Password.
  3. Copy both immediately. Paste into Zaun with your Integration Code.

ConnectWise ASIO

Category: Cloud Platform | Auth: OAuth2

Required Credentials

FieldDescription
API User IDFrom ConnectWise Developer Portal
Subscription KeyPrimary or Secondary key

Setup Steps

  1. Register at developer.connectwise.com for ASIO API access.
  2. Obtain your API User ID and Subscription Key.
  3. Paste into Zaun.

ConnectWise PSA (Manage)

Category: Professional Services Automation | Auth: Basic Auth

Required Credentials

FieldDescription
Company IDYour ConnectWise company identifier
Public KeyFrom API Member
Private KeyShown once
Client IDFrom ConnectWise Developer Network
Site URLNA: api-na.myconnectwise.net, EU: api-eu, AU: api-au

Auth: Basic base64({CompanyId}+{PublicKey}:{PrivateKey}) + clientId header.

Setup Steps

  1. Register at developer.connectwise.com for a Client ID.
  2. System > Security Roles: create a role with needed read permissions.
  3. System > Members > API Members: add member, assign role.
  4. API Keys > +: copy Public and Private keys. Paste all into Zaun.

Freshdesk

Category: Helpdesk & Support | Auth: API Key

Required Credentials

FieldDescription
API KeyPer-agent key from profile settings
Subdomaine.g. yourcompany.freshdesk.com

Setup Steps

  1. Ensure API access is enabled: Admin > Security Settings.
  2. Click profile picture > Profile Settings > View API key.
  3. Copy the key. Paste with subdomain into Zaun.

Freshservice

Category: IT Service Management | Auth: API Key / OAuth2

Required Credentials

FieldDescription
API KeyPer-agent key from profile
Subdomaine.g. yourcompany.freshservice.com

Setup Steps

  1. Ensure API access is enabled at account level (Admin > Security).
  2. Profile Settings > View API Key. Copy it.
  3. Paste with subdomain into Zaun.

HaloPSA

Category: PSA & Ticketing | Auth: OAuth2

Required Credentials

FieldDescription
Client IDFrom HaloPSA API application
Client SecretShown once
HaloPSA URLYour instance URL
Tenant NameFor hosted instances

Setup Steps

  1. Configuration > Integrations > API > View Applications.
  2. Create a new app with "Client ID & Secret" auth, assign an Agent.
  3. Set permissions on the Permissions tab. Copy Client ID and Secret.
  4. Paste into Zaun.

ServiceNow

Category: IT Service Management | Auth: OAuth2

Required Credentials

FieldDescription
Instance URLe.g. https://instance.service-now.com
Client IDFrom OAuth endpoint registration
Client SecretAuto-generated
UsernameService account user
PasswordService account password

Required Roles

RolePurpose
itilIncident, Change, Problem, Service Catalog access
rest_serviceREST API access
cmdb_readCMDB read-only (optional)

Setup Steps

  1. System OAuth > Application Registry > New > "Create an OAuth API endpoint for external clients".
  2. Save to generate Client ID and Secret.
  3. Create a service account user with itil + rest_service roles.
  4. Paste all credentials into Zaun.

Zendesk

Category: Helpdesk & Support | Auth: API Token

Required Credentials

FieldDescription
Agent EmailAgent email address
API TokenFrom Admin Center
Subdomaine.g. yourcompany.zendesk.com

Auth: Basic base64(email/token:api_token)

Setup Steps

  1. In Admin Center > Apps and Integrations > APIs > Zendesk API.
  2. Enable Token Access. Click Add API token, name it.
  3. Copy the token (shown once). Paste with email and subdomain into Zaun.