Integrations

Uw favoriete integraties


ConnectWise to Exact Online – Salesorder

With this integration any new invoices created in ConnectWise can be transferred (with full or partial automation options) to your financial bookkeeping software where they are booked as sales orders. This integration completely eliminates manually transferring invoices.

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Autotask to Exact Globe – Purchasing

This integration creates purchase entries for each of the goods receipts on purchase orders in Autotask into the bookkeeping software. This allows your finance department to directly verify incoming purchase invoices related to inventory items with received quantities in Autotask without the need to open both applications, as well as any manual re-entry of purchase information.

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ALSO Cloud Marketplace to Autotask

The monthly invoice from the ALSO Cloud Marketplace contains all recurring services, in other words all services purchased in the previous period. The integration between ALSO and Autotask allows the user to automatically read this invoice, check it and transfer deviations to Autotask at the touch of a button. How exactly does this work? You select the desired month from a pulldown menu and click on the ‘load invoice’ button. The ApplicationLink platform then automatically retrieves the desired invoice at ALSO. [...]

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Autotask to Exact Online – Salesorder

With this integration any new invoices created in Autotask can be transferred (with full or partial automation options) to your financial bookkeeping software where they are booked under the sales ledger or as sales orders. This integration completely eliminates manually transferring invoices. As described we have 2 versions of this integration: * To sales orders (EO / EG / Unit4 / Sage One / Snelstart); * To sales ledger (EO / Unit4). AT2EO-NAW AT2EO-GLA (Ledger) AT2EO-Inv (Salesorder)

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Autotask to Exact Online – Ledger

With this integration any new invoices created in Autotask can be transferred (with full or partial automation options) to your financial bookkeeping software where they are booked under the sales ledger or as sales orders. This integration completely eliminates manually transferring invoices. As described we have 2 versions of this integration: * To sales orders (EO / EG / Unit4 / Sage One / Snelstart); * To sales ledger (EO / Unit4). AT2EO-NAW AT2EO-GLA (Verkoopboek) AT2EO-Inv (Verkooporder)

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Autotask to DocuSign

ApplicationLink’s integration of DocuSign with Autotask allows the user to quickly send a DocuSign template to its customer for signing using quote and contract related data from Autotask. By once-off mapping, the Autotask data to the (custom) fields in the DocuSign templates, the user no longer needs to re-enter any data manually on the quote or contract to be signed.

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Autotask to Xero

With this integration any new invoices created in Autotask can be transferred (with full or partial automation options) to your financial bookkeeping software where they are booked under the sales ledger or as sales orders. This integration completely eliminates manually transferring invoices. As described we have 2 versions of this integration: * To sales orders (EO / EG / Unit4 / Sage One / Snelstart); * To sales ledger (EO / Unit4).

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Autotask to Exact Online – Purchasing

This integration creates purchase entries for each of the goods receipts on purchase orders in Autotask into the bookkeeping software. This allows your finance department to directly verify incoming purchase invoices related to inventory items with received quantities in Autotask without the need to open both applications, as well as any manual re-entry of purchase information.

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Generic Charge Importer

This import tool, accessible through an Autotask Live-Link, allows the user to upload a batch of charges using an Excel template. After upload, the user can map customers and contracts and quickly post all charges to the correct contracts. Any mappings done are saved, so next time the import virtually doesn’t require any effort. As a result, this tool is ideal to import customer related charges, such as voip usage charges, data charges, domain registrations, etc.

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Autotask to Sage One

With this integration any new invoices created in Autotask can be transferred (with full or partial automation options) to your financial bookkeeping software where they are booked under the sales ledger or as sales orders. This integration completely eliminates manually transferring invoices. As described we have 2 versions of this integration: * To sales orders (EO / EG / Unit4 / Sage One / Snelstart); * To sales ledger (EO / Unit4).

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