ALSO Cloud Marketplace to Autotask

ALSO Cloud Marketplace to Autotask


Integration Description

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. The first time you use our integration you have to link the customers, the contracts and the services. You do this once and we remember this for you, so that you can continue immediately next time you use the integration. If a contract or service is not yet available in Autotask, you can create it directly from the ApplicationLink platform with the correct data. The ApplicationLink platform will validate the ALSO invoice against the Autotask contract and offer the following options based on the feedback:

* If the cost price of the service does not match, you can change it;
* If the numbers of the service do not match, you can change them.

Integration Details