RoutIT to Autotask

RoutIT to Autotask


Integration Description

RoutIT – Voip and mobiel charges:

The RoutIT integration enables the user to quickly read the charges downloaded from the RoutIT Billing Portal. The integration then provides mapping functionality which the user once requests to map the RoutIT 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 customer contract in Autotask. In addition, the integration checks whether the bookings have not already been posted in Autotask (on the basis of amount, contract and date), so that no double charges can enter into a contract.

RoutIT term invoices (monthly):

RoutIT’s monthly invoice is a breakdown of all current services + changes and additions to the customer contracts (with services provided by RoutIT). The integration gives the user the possibility to download the invoice from Irma (RoutIT portal) and to upload it immediately. Subsequently, the user can one-time map customers and associated contracts

to see at a glance where changes have to be made and to implement these directly from the integration, with the push of a button. The integration allows both new contracts to be created, charges to be added, and services to be processed on a contract.

RoutIT – Voip Charges Videos:

RoutIT – Mapping van charges:

RoutIT – Verwerken van regels:

RoutIT – Verwerken van regels – details:

RoutIT – Verwerken van regels – totalen: