Integration

Autotask Invoices to Microsoft Dynamics 365 Business Central

The Only Official Integration Solution, Complete and Reliable

Automated, pre-packaged connector to synchronize your Autotask Invoices with Microsoft Dynamics 365 Business Central. Keep your data consistent and up-to-date in all your systems.

With Pre-built functionality we shorten the time from provisioning to production while reducing your risks and costs. Faster deployments also means earlier benefits, cost savings, to ultimately better ROI.


Autotask Invoices to Microsoft Dynamics 365

FINANCIAL INTEGRATION

 

 

Invoice


 
 

  This demo video shows AxeRoy's integration between Autotask and Microsoft Dynamics 365 Business Central for Ticket Hours invoices.

 

 

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Fully Customizable

The Pre-built functionality can be enhanced to ensure all your technical, business, functional, and regulatory requirements are met.


 

 

About The Connector

The bi-directional Autotask Invoices to Dynamics 365 Business Central Connector facilitates the automated process to post all your Autotask PSA invoices in Microsoft Dynamics 365 Business Central, as well as update the Payment Status back in Autotask. It provides an automated and reliable solution to update your financial data when you need it, and where you need it.

This Connector can run alongside other AxeRoy Connectors to sync Accounts, Contacts, Products, Projects, Resources, and other objects.

As a fully-customizable integration, all your important processes are supported, including custom fields.


Main Features

          •  Bi-directional,

          • Scalable Data Mapping between Autotask and Dynamics 365 Business Central entities and fields

            (Invoice, Billing Item),

          • Self-Service Portal to access synchronization logs and some of the integration parameters,

          • Data Transformations,

          • Concatenations,

          • Correlations (Currencies, Locations, Products, Services, Resources, etc.),

          • Exclusions,

          • Overrides,

          • Conditions,

          • Filters,

          • Workflows,

          • Notifications,

          • Schedule On-demand,

          • Scalable to also sync Accounts, Contacts, Products, Projects, and other objects.


Additional Features

          • Supported Protocols: Web Services API,

          • Fully customizable,

          • Scalable for multi-point integrations to and from additional systems,

          • Extreme Security (transport and rest),

          • Compliant with National and International standards,

          • Fully Managed Services: Reduce your current costs and prevent new one.



High-Value Professional Services

We do the heavy lifting to setup your integration.



Setup

by our Professional Services

  • Confirm your requirements
  • Ready the Connector
  • Test the Connector
  • Deploy the Connector


Worry-Free Fully Managed Services

  We provide everything you need and take care of it .



Invoices


Standard

BRONZE

Package

$ 295 .00

/ month
  • Sync up to 100 invoices and unlimited Billing Items per month
  • Scheduled Sync
  • Customizable Connector: Transformations, Processes, Correlations, UDF (User Defined Fields)...
  • Scalable to higher Tier and sync with additional Objects (Account, Contact, Contract, Opportunity, Ticket, Inventory, Product, Service, Price List, Project...)
  • Connector hosting, Security, Monitoring, Optimization, Maintenance, and Support.

Standard 

GOLD

package

$ 395 .00

/ month
  • Sync up to 400 invoices and unlimited Billing Items per month
  • Self Service Portal
  • Notifications
  • Schedule On-demand
  • Customizable Connector: Transformations, Processes, Correlations, UDF (User Defined Fields)...
  • Scalable to higher Tier and sync with additional Objects (Account, Contact, Contract, Opportunity, Ticket, Inventory, Product, Service, Price List, Project...)
  • Connector hosting, Security, Monitoring, Optimization, Maintenance, and Support.

Standard 

PLATINUM

package

$ 595 .00

/ month
  • Sync unlimited number of invoices and Billing Items per month
  • Self Service Portal
  • Notifications
  • Schedule On-demand
  • Customizable Connector: Transformations, Processes, Correlations, UDF (User Defined Fields)...
  • Scalable to sync with additional Objects (Account, Contact, Contract, Opportunity, Ticket, Inventory, Product, Service, Price List, Project...)
  • Connector hosting, Security, Monitoring, Optimization, Maintenance, and Support.

PARTNERS

Enterprise Integrations

AxeRoy provides integration solutions for Microsoft business applications from and to other systems.

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Autotask Integrations Partner

SMBs and Enterprise Customers alike are able to leverage AxeRoy's Integration Connectors and Hubs to keep 2 or more of their systems synchronized.