Autotask Autotask

Autotask

Project Management

Dataddo extracts the full Autotask data set - projects, tasks, issues, time, resources - and delivers it wherever your team needs it: into AI tools and agents, your warehouse like Snowflake and BigQuery, BI dashboards, and back into your CRM and ops tools. Blend it with finance and CRM data, backfill full history, and keep it fresh on your schedule - all fully managed, with the data plane running where you choose. No pipelines to build, no lock-in.

YOUR DELIVERY SOURCE OF TRUTH

Turn Autotask into delivery reporting your whole team trusts

Project data is only useful when it's complete, clean, and current. Dataddo extracts the full Autotask data model, governs it, and serves it to every warehouse, dashboard, AI tool, and downstream system - continuously and without manual exports.

Every project & field

Pull the full Autotask data model - projects, tasks, issues, time, and resources - not just a fixed preset, so your delivery reports are never missing a field.

Blend with finance & CRM

Combine Autotask with your finance and CRM data so delivery, resourcing, and profitability analytics live in one place.

Backfill full history

Load historical Autotask data beyond the platform's export limits, so throughput, cycle-time, and utilization analysis holds up.

Model & clean before load

Normalize statuses, labels, and owner names, and let the Data Quality Firewall stop bad rows before Autotask data reaches your reports.

Fresh on your schedule

Incremental, scheduled syncs keep Autotask data current - as often as hourly - without manual exports or full reloads.

Governed & monitored

Delivery alerts and quality checks catch gaps in Autotask data early, so delivery dashboards never silently break.

DATASETS

What you can pull from Autotask

The Autotask connector provides a list of curated datasets - ready-made sets of records, fields, and metrics you can extract on a schedule. Need something specific? Any dataset can be forked and customized, or built from scratch, with our Universal Connector.

List of curated datasets

IDid
integer
Additional Address Informationadditional_address_information
string
Address 1address1
string
Address 2address2
string
Alternate Phone 1alternate_phone1
string
Alternate Phone 2alternate_phone2
string
API Vendor IDapi_vendor_id
sensitiveinteger
Asset Valueasset_value
float
Bill To Company Location IDbill_to_company_location_id
integer
Bill To Additional Address Informationbill_to_additional_address_information
string
Billing Address 1billing_address1
string
Billing Address 2billing_address2
string
Bill To Address To Usebill_to_address_to_use
integer
Bill To Attentionbill_to_attention
sensitivestring
Bill To Citybill_to_city
string
Bill To Country IDbill_to_country_id
integer
Bill To Statebill_to_state
string
Bill To Zip Codebill_to_zip_code
string
Citycity
string
Classificationclassification
integer
Company Category IDcompany_category_id
integer
Company Namecompany_name
string
Company Numbercompany_number
string
Company Typecompany_type
integer
Competitor IDcompetitor_id
integer
Country IDcountry_id
sensitiveinteger
Create Datecreate_date
datetime
Created By Resource IDcreated_by_resource_id
integer
Currency IDcurrency_id
integer
Faxfax
string
Impersonator Creator Resource IDimpersonator_creator_resource_id
integer
Invoice Email Message IDinvoice_email_message_id
integer
Invoice Methodinvoice_method
integer
Invoice Non Contract Items To Parent Companyinvoice_non_contract_items_to_parent_company
boolean
Invoice Template IDinvoice_template_id
integer
Is Activeis_active
boolean
Is Client Portal Activeis_client_portal_active
boolean
Is Enabled For Comanagedis_enabled_for_comanaged
boolean
Is Task Fire Activeis_task_fire_active
boolean
Is Tax Exemptis_tax_exempt
boolean
Last Activity Datelast_activity_date
datetime
Last Tracked Modified Date Timelast_tracked_modified_date_time
datetime
Market Segment IDmarket_segment_id
integer
Owner Resource IDowner_resource_id
integer
Parent Company IDparent_company_id
integer
Phonephone
string
Postal Codepostal_code
string
Purchase Order Template IDpurchase_order_template_id
integer
Quote Email Message IDquote_email_message_id
integer
Quote Template IDquote_template_id
integer
Sic Codesic_code
string
Statestate
string
Stock Marketstock_market
string
Stock Symbolstock_symbol
string
Survey Company Ratingsurvey_company_rating
float
Tax IDtax_id
string
Tax Region IDtax_region_id
integer
Territory IDterritory_id
integer
Web Addressweb_address
string
User Defined Fieldsuser_defined_fields
json

Need a dataset, metric, or attribute you don't see?

Tell us what's missing and we'll add it to the connector.

Request it
WITH VS. WITHOUT

Who carries the load when things change

Keep Autotask data flowing to every warehouse, dashboard, and tool - and see who owns it when an API or schema changes:

Without Dataddo With Dataddo Outcome for you
API or auth change You discover the breakage and scramble to fix it. We update the connector and restore the pipeline - often before you notice. Syncs from Autotask keep flowing
Schema drift Columns change and pipelines break or corrupt data silently. Detected automatically and handled by configurable rules. Only clean Autotask data lands in reports
Endpoint deprecated You re-engineer the integration. We own the update - the data contract holds. Your Autotask reporting keeps working
Missing connector You build and maintain a custom integration. We build it and maintain it, under a ~4-week SLA. Any Autotask data you need, on request
Silent degradation You find out when a report or model run fails. Proactive monitoring catches anomalies and delays first. Gaps caught before dashboards break
Debugging You dig through logs across disconnected tools. Run histories, payload inspection, and end-to-end lineage in one place. Faster root-cause, fewer reporting gaps
Data residency by design

Choose where Autotask data is processed - same cloud, region, or sovereign

Autotask is a cloud API, so the question isn't on-prem vs cloud - it's which region your data flows through. With Dataddo you run the data plane in the region you choose, so Autotask payloads move straight to your destinations without transiting a third-party SaaS. Pin it to an EU or US region for compliance, or self-host when a downstream target lives inside your own network.

Data Plane location Typical data sensitivity Why this setup

Public cloud

AWS Microsoft Azure Google Cloud
Low to moderate - general business, marketing, and product data; sources that are already cloud-native. Fastest to stand up and scales elastically. Best when the data has no residency restriction and often already lives in the same public cloud.

Regional & EU sovereign clouds

EU sovereign clouds Regional providers Private cloud
Regulated / residency-bound - PII, financial, and health data governed by GDPR or local law. Keeps processing inside a specific jurisdiction to meet data-residency and sovereignty rules, while still running as managed infrastructure.

On-premises

Kubernetes Red Hat OpenShift VMware Tanzu
Highly sensitive / restricted - data that contractually or legally cannot leave the corporate perimeter. Data never leaves your network. Required for air-gapped, classified, or locked-down environments; the Control Plane still manages it via metadata only.
DATA DELIVERY

Every way to deliver Autotask data

Project data rarely has one home. Dataddo feeds Autotask into AI and agents, loads it into your warehouse for delivery and resource analytics, syncs status back into CRM and ops tools, and delivers files to storage - all governed the same way.

Transport type What it does Typical destinations Typical business use cases
Data to AI™ & Agents Feed Autotask data into vector databases, LLMs, and AI agents so delivery copilots can reason over your projects.
Claude OpenAI Gemini Mistral AI + 400 more
Load Autotask projects and tasks into vector stores for retrieval-augmented delivery assistants, Give AI agents and copilots governed access to live Autotask project data
ETL / ELT to your warehouse Load Autotask projects and metrics into your warehouse for delivery and resource analytics.
Snowflake BigQuery Amazon Redshift PostgreSQL + 400 more
Centralize Autotask alongside finance and CRM data in Snowflake, BigQuery, or Redshift, Backfill Autotask history for throughput and utilization analysis
Sync back to CRM & ops Push project status and modeled records built from Autotask data back into CRM and ops systems.
Salesforce HubSpot Monday Google Sheets + 400 more
Sync project status and delivery dates from Autotask to your CRM, Keep Autotask project data aligned across planning and ops tools
Files to storage & partners Deliver raw or modeled Autotask extracts to object storage and partners.
AWS S3 Google Cloud Storage Azure Blob Storage SFTP + 400 more
Archive raw Autotask exports to S3, GCS, or Azure storage, Send scheduled Autotask extracts to partners over SFTP
Pricing

Pick the plan that fits how you use your data.

Move data into your warehouse, lake or business apps with Data Anywhere, or let your AI assistants query it directly with Data to AI™. Need tailored contracts or volume pricing? Talk to us about Enterprise.

~25% OFF

Data to AITM

Serve governed business data to Claude, ChatGPT and other AI tools over MCP.

$13.99 /mo

per seat, billed monthly

Data AnywhereTM

Sync data between any sources and any destinations.

$129.00 /mo
31530

Choose a number of data flows

3 data flows

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Enterprise

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Custom

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FAQ

Autotask as a source + Dataddo, answered

Where can I send Autotask data?

To any of Dataddo's 150+ destinations - warehouses like Snowflake and BigQuery, BI dashboards, CRMs and marketing tools, object storage, and AI or vector stores - plus custom destinations on request.

Do I have to maintain the pipeline?

No. Dataddo is fully managed: we maintain the Autotask connector, adapt to API and schema changes, and alert you if anything needs attention. There is no pipeline code for you to write or fix.

Can I report on delivery and resourcing across tools?

Yes. Dataddo loads Autotask projects and time data into Snowflake, BigQuery, or Redshift, blended with your finance and CRM data, so delivery, utilization, and project-profitability reporting works without manual exports.

What if Autotask changes their API?

That's on us, not you. Dataddo's team proactively tracks Autotask API and schema changes and updates the connector before they break your pipeline. Continuous monitoring watches every sync, and if anything needs attention you get an alert - so your Autotask data keeps flowing without you touching a thing.

Which Autotask data and fields are available?

The full Autotask data model - projects, tasks, issues, time, and resources - not a fixed subset. If a field you need isn't exposed yet, we add it on request, usually at no extra cost.

How is my data secured?

Dataddo is SOC 2 Type II and ISO 27001 certified. Data is encrypted in transit and at rest, PII can be masked or hashed, and EU or US data residency is available. Self-host the data plane and payload data never leaves your network.

Will API rate limits be a problem?

Dataddo handles Autotask pagination, rate limits, and retries for you, and pulls incrementally on a schedule so you stay within API quotas without impacting your source.

Am I locked in?

No. Pipelines are source- and destination-agnostic - you can add or switch destinations without rebuilding, and data lands in native formats you own.

New from Dataddo · Data to AI™

Ask Claude or ChatGPT about your ads, analytics and CRM

“What did a new lead cost us last week, by paid channel?”

Connect 400+ sources once and get the answer right in your AI chat, without building a report. Better answers: your metrics are defined once, so the AI doesn't have to guess.