py-autotask 2.1.0

Python library for Autotask PSA REST API integration

py-autotask

A comprehensive Python SDK for the Autotask REST API providing 100% complete API coverage with 193 entity implementations.

Features

• 🎯 Complete Entity Coverage - Implementation of all major Autotask REST API entities
• 🚀 Easy to Use - Intuitive API that follows Python best practices
• 🔐 Automatic Authentication - Handles zone detection and authentication seamlessly
• 📊 Full CRUD Operations - Create, Read, Update, Delete for all Autotask entities
• 🔍 Flexible Filtering - Support for multiple filter formats and complex queries
• 📄 Pagination Support - Automatic handling of paginated API responses
• ⚡ Performance Optimized - Intelligent retry logic and connection pooling
• 🛡️ Type Safe - Full type hints for better IDE support and code reliability
• 🧪 Well Tested - Comprehensive test suite with live API integration tests
• 💼 Production Ready - Robust error handling and logging

Quick Start

Installation

pip install py-autotask

Basic Usage

from py_autotask import AutotaskClient

# Create client with credentials
client = AutotaskClient.create(
    username="[e-mail]",
    integration_code="YOUR_INTEGRATION_CODE", 
    secret="YOUR_SECRET"
)

# Get a ticket
ticket = client.tickets.get(12345)
print(f"Ticket: {ticket['title']}")

# Query companies
companies = client.companies.query({
    "filter": [{"op": "eq", "field": "isActive", "value": "true"}]
})

# Create a new contact
new_contact = client.contacts.create({
    "firstName": "John",
    "lastName": "Doe", 
    "emailAddress": "[e-mail]",
    "companyID": 12345
})

Environment Variables

You can also configure authentication using environment variables:

export AUTOTASK_USERNAME="[e-mail]"
export AUTOTASK_INTEGRATION_CODE="YOUR_INTEGRATION_CODE"
export AUTOTASK_SECRET="YOUR_SECRET"

from py_autotask import AutotaskClient

# Client will automatically use environment variables
client = AutotaskClient.from_env()

Supported Entities

py-autotask supports all major Autotask entities:

• Tickets - Service desk tickets and related operations
• Companies - Customer and vendor company records
• Contacts - Individual contact records
• Projects - Project management and tracking
• Resources - User and technician records
• Contracts - Service contracts and agreements
• Time Entries - Time tracking and billing
• Expenses - Expense tracking and management
• Products - Product catalog and inventory
• Services - Service catalog management

Error Handling

from py_autotask.exceptions import (
    AutotaskAuthError,
    AutotaskAPIError,
    AutotaskRateLimitError
)

try:
    ticket = client.tickets.get(12345)
except AutotaskAuthError:
    print("Authentication failed - check credentials")
except AutotaskRateLimitError as e:
    print(f"Rate limit exceeded, retry after {e.retry_after} seconds")
except AutotaskAPIError as e:
    print(f"API error: {e.message}")

Batch Operations

# Bulk create
contacts_data = [
    {"firstName": "John", "lastName": "Doe", "companyID": 123},
    {"firstName": "Jane", "lastName": "Smith", "companyID": 123}
]

# Create multiple contacts
results = []
for contact_data in contacts_data:
    result = client.contacts.create(contact_data)
    results.append(result)

Configuration

Request Configuration

from py_autotask.types import RequestConfig

config = RequestConfig(
    timeout=60,          # Request timeout in seconds
    max_retries=5,       # Maximum retry attempts
    retry_delay=2.0,     # Base retry delay
    retry_backoff=2.0    # Exponential backoff multiplier
)

client = AutotaskClient(auth, config)

Logging

import logging

# Enable debug logging
logging.getLogger('py_autotask').setLevel(logging.DEBUG)

# Configure custom logging
logger = logging.getLogger('py_autotask.client')
logger.addHandler(logging.FileHandler('autotask.log'))

Development

Setup Development Environment

# Clone the repository
git clone https://github.com/asachs01/py-autotask.git
cd py-autotask

# Create virtual environment
python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate

# Install development dependencies
pip install -e ".[dev]"

# Install pre-commit hooks
pre-commit install

Running Tests

# Run all tests
pytest

# Run with coverage
pytest --cov=py_autotask --cov-report=html

# Run specific test file
pytest tests/test_client.py

# Run integration tests (requires API credentials)
pytest tests/integration/ --integration

Code Quality

# Format code
black py_autotask tests

# Sort imports
isort py_autotask tests

# Lint code
flake8 py_autotask tests

# Type checking
mypy py_autotask

API Reference

For detailed API documentation, see the inline docstrings and type hints in the source code.

Core Classes

• AutotaskClient - Main client class for API operations
• AutotaskAuth - Authentication and zone detection
• BaseEntity - Base class for all entity operations
• EntityManager - Factory for entity handlers

Exception Classes

• AutotaskError - Base exception class
• AutotaskAPIError - HTTP/API related errors
• AutotaskAuthError - Authentication failures
• AutotaskValidationError - Data validation errors
• AutotaskRateLimitError - Rate limiting errors

Migration Guide

From autotask-node (Node.js)

py-autotask provides similar functionality to the popular Node.js autotask library:

// Node.js (autotask-node)
const autotask = require('autotask-node');
const at = new autotask(username, integration, secret);

at.tickets.get(12345).then(ticket => {
    console.log(ticket.title);
});

# Python (py-autotask)
from py_autotask import AutotaskClient

client = AutotaskClient.create(username, integration, secret)
ticket = client.tickets.get(12345)
print(ticket['title'])

Contributing

We welcome contributions! Please see our Contributing Guide for details.

Reporting Issues

• Use the GitHub Issues page
• Include Python version, library version, and error details
• Provide minimal reproduction code when possible

Feature Requests

• Open an issue with the "enhancement" label
• Describe the use case and expected behavior
• Include relevant Autotask API documentation references

Changelog

See CHANGELOG.md for version history and changes.

License

This project is licensed under the MIT License - see the LICENSE file for details.

Support

• 💬 GitHub Discussions
• 🐛 Issue Tracker

Acknowledgments

• Autotask API team for excellent documentation
• Contributors to the autotask-node library for inspiration
• Python community for amazing libraries and tools

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Disclaimer: This library is not officially affiliated with Datto/Autotask. It is an independent implementation of the Autotask REST API.