Integrations


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).

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.

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.

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).

Autotask to Snelstart

With this integration any new invoices created in Autotask can be transferred (with full or partial automation options) to your financial bookkeeping software (In this case Snelstart On Prem) 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).

Autotask to Unit4

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).

Voiceworks to Autotask

The VoiceWorks integration enables the user to quickly read the charges downloaded from the VoiceWorks Portal. The integration then provides mapping functionality which the user once requests to map the VoiceWorks customers to the right Autotask customer and corresponding contract. The integration then directly transfers the voip and mobile charges to the right customer contract. It is possible to post the individual charge lines as charges (the various call types), as well as to post a total charge to the...

Autotask to Exact Globe – Salesorder

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

Tech Data to Autotask

SupplierLink offers (with a Autotask Live-Link) a quick price lookup with the MSPs main hardware suppliers (currently Ingram Micro and Tech Data). By using this integration the MSP can compare its specific prices from these hardware suppliers so that they are able to quickly evaluate the cheapest prices and best availability. Moreover, SupplierLink can be scheduled to frequently update the cost prices of products (based on their VPN – Vendor Part Number) inside Autotask. Also, from the price-lookup screen,...