PSA Data Export guide
Create Atera API credentials for backup
Set up least-privilege Atera read access using targeted API key, with tenant and regional details checked before backup.
On this page
Before you create credentials
Sign in as an administrator authorized to create integrations. Decide who owns rotation and revocation. Confirm the account plan exposes the modules you need and use a dedicated integration identity rather than a person's everyday login.
Create the Atera credential
Create or reveal an API key under Admin › Data management › API, grant only the required scopes, and keep the key outside browser storage. The current native model is targeted API key. Follow the Atera official documentation in the live tenant because labels, available scopes, and regional hosts can change.
Choose read access
Request read access only for tickets, comments, and attachment references, customers and contacts, contracts and rates, and billing and invoices. Do not grant create, update, or delete permissions when the vendor offers separate scopes. Some products attach visibility to the underlying user role even when a token itself exists.
Record connection details safely
Keep the credential secret together with the tenant identifier, subdomain or base URL, region/data center, expiration date, and granted scopes. Do not paste secrets into tickets, screenshots, source control, browser localStorage, or this marketing site.
Validate the connection
Call a harmless documented read endpoint, confirm the expected tenant, then list a small sample from each selected record group. Record permission failures and unavailable modules. Atera documents tickets with comments and attachment context, plus customers, contracts, rates, and billing. Verify targeted-key scopes in the live tenant.
Rotate or revoke access
Create the replacement first, validate it, update the consuming application through its secret store, then revoke the prior credential. Recheck scheduled captures after a role, license, region, or owner changes.
Plan your independent PSA archive
Keep source history available after your move. Join the waitlist for invitation-only BackupPSA access, or contact us about your platform.