Pre-Implementation Checklist

Key implementation reminders

This checklist will provide you with the most important information as you get ready for your self-guided deployment or first guided session through our expert consultants.

License confirmation

Confirm that you've received the license credentials and able to log into KaseyaOne and Autotask. The licenses always go out to the person that completed the purchase. If you did not receive or need the licenses to be sent to someone else, please contact your Project Manager immediately.

Self-guided material

For this product, you will have access to the following self-guided onboarding:

Below are the guides for how to log in and use the  Kaseya University and Self-Guided Onboarding:

University Guide

In Product Self-Guided Guide

Checklist Ahead of Full Self-Guided (Including migrations)

  • Ensure that you have received Autotask login credentials and can successfully log in to Autotask.

  • Setup Kaseya One & Autotask Integration.

  • Add branding logo into Autotask by navigating to > Admin > Features & Settings > Application-wide (Shared) Features > Logos.

  • Review and implement the Allowlist requirements for IP addresses and URLs. Refer to Allowlisting IP addresses.

  • Bring a sample invoice and contract to the session.

  • For Data Migration Purposes, review Importing new records or updating existing records and import templates in Autotask by navigating to > Admin > Features & Settings > Application-wide (Shared) Features> Downloads.