PLUG-4729 Correct Autotask API credential guidance

[TimWheeler-SQUP]

📋 Summary

Fixes incorrect Autotask setup documentation. The API Username field was documented as the API user's email address, but it's actually the Username (Key) value from the Credentials section on the Autotask API User record — a separate value that happens to be formatted like an email address. Following the old guidance produced a 401 with no clear cause. Also corrects the API Integration Code guidance, which comes from the API Tracking Identifier section rather than Credentials.

🔗 Related issue(s)

N/A

🧩 Plugin details

• Plugin name: Autotask
• Type of change:
  • Bug fix
  • New datastream
  • Enhancement to existing datastream
  • Performance improvement
  • Documentation / metadata / logo
  • Other (please describe):

🧪 Testing

• Validated and deployed v1.0.5 to a live SquaredUp tenant (squaredup validate / squaredup deploy).
• Manually followed the corrected API User creation steps against a real Autotask account and confirmed the Username (Key) value resolves the 401 that the old (email address) guidance produced.

⚠️ Breaking changes

Does this PR introduce any breaking changes?

• No
• Yes (please describe):

📚 Documentation

• Documentation updated
• No documentation changes needed

✅ Checklist

• This PR changes a single plugin only
• No secrets or credentials included
• Plugin, datastream and UI naming follow SquaredUp guidelines
• I agree to the Code of Conduct

Summary by CodeRabbit

• Documentation

  • Updated Autotask API user setup instructions with current navigation, credential generation steps, username distinctions, error guidance, and zone URL examples.
  • Clarified credential references and tracking identifiers.

• Improvements

  • Updated credential field labels, placeholders, and help text for API username keys, integration codes, and generated secrets.
  • Updated the Autotask plugin version to 1.0.5.

[coderabbitai]

No actionable comments were generated in the recent review. 🎉

ℹ️ Recent review info

⚙️ Run configuration

Configuration used: Repository UI (base), Organization UI (inherited)

Review profile: ASSERTIVE

Plan: Pro

Run ID: e7f5c379-c7ee-4987-b13a-7aaeae5e6106

📥 Commits

Reviewing files that changed from the base of the PR and between 5e6bf5b and 62fd253.

📒 Files selected for processing (3)

• plugins/AutoTask/v1/docs/README.md
• plugins/AutoTask/v1/metadata.json
• plugins/AutoTask/v1/ui.json

Included review availability: 4 reviews are currently available. Your included PR review attempts over the past 7 days set your current allowance at 5 reviews per hour.

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📝 Walkthrough

Walkthrough

The Autotask plugin updates API credential setup documentation, UI field guidance, zone URL examples, credential mappings, and the plugin metadata version.

Changes

Autotask credential guidance

Layer / File(s)	Summary
Credential workflow and field guidance plugins/AutoTask/v1/docs/README.md, plugins/AutoTask/v1/ui.json, plugins/AutoTask/v1/metadata.json	The documentation and UI help text now identify the generated Username (Key), Password (Secret), API Tracking Identifier, and their locations. The documentation distinguishes the API username from the account email address and records the updated setup workflow. The plugin version changes to 1.0.5.

Merge Risk: ⚪ Minimal · up to 62fd2

This change corrects Autotask credential and integration-code guidance without changing runtime behavior; no actionable merge-blocking risk remains after normal checks and review.

🚥 Pre-merge checks | ✅ 5

✅ Passed checks (5 passed)

Check name	Status	Explanation
Title check	✅ Passed	The title clearly and concisely describes the main change to Autotask API credential guidance.
Description check	✅ Passed	The description provides a clear summary, plugin details, testing evidence, breaking-change status, documentation status, and checklist.
Docstring Coverage	✅ Passed	No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check. Docstring coverage is scoped to functions touched by this diff. Analyzed 0 functions across 0 files. (3 skipped: 3 unsupported.)
Linked Issues check	✅ Passed	Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check	✅ Passed	Check skipped because no linked issues were found for this pull request.

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[github-actions]

🧩 Plugin PR Summary

📦 Modified Plugins

• plugins/AutoTask/v1

📋 Results

Step	Status
Scope & version	✅ Passed
Validation	✅ Passed
Deployment	🚀 Deployed

🔍 Validation Details

✅ autotask

{
  "valid": true,
  "pluginName": "autotask",
  "pluginType": "cloud",
  "summary": {
    "Data Streams": 13,
    "Import Definitions": 1,
    "Correlation Rules": 0,
    "UI Configuration": true,
    "Has Icon": true,
    "Has Default Content": true,
    "Config Validation": true,
    "Custom Types": true
  }
}