Integration
Autotask+Microsoft Dynamics GP
The Only Official Integration Solution, Complete and Reliable
Automated, pre-packaged connector to synchronize your Autotask and Microsoft Dynamics GP apps. Keep your data consistent and up-to-date.
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+Microsoft Dynamics GP
FINANCIAL INTEGRATION
Invoices
Fully Customizable
The Pre-built functionality can be enhanced to ensure all your technical, business, functional, and regulatory requirements are met.
The Details
About Us
AxeRoy is a Global Leader in Managed Enterprise Integrations. From pre-built solutions to international scopes, we provide all the required services including setup, configuration, customization, and support to get your integrations running for maximum value...
About The Connector
The bi-directional Autotask+Dynamics GP Connector facilitates the automated process to query, format, and post your Autotask PSA Billing Items and their dependencies in Microsoft Dynamics GP as Invoice records, 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 be combined with other AxeRoy Connectors to also sync Accounts, Contacts, Products, Projects, and other objects.
Main Features
• Bi-directional,
• Scalable Data Mapping between Autotask and Dynamics GP entities:
(Invoice, Account, Contract, Billing Item, and others).
• Portal to access some of the integration parameters,
• Data Transformations,
• Concatenations,
• Correlations (GL Codes. Currencies, Territories, 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 and Flat-files,
• Fully customizable,
• Scalable for multi-object and multi-point integrations,
• Extreme Security (transport and rest),
• Compliant with National and International standards,
• Fully Managed Services: Reduce your current costs and prevent new ones,
• Works with all Autotask and Microsoft Dynamics GP editions.
The bi-directional Autotask+Dynamics GP Connector facilitates the automated process to query, format, and post your Autotask PSA Billing Items and their dependencies in Microsoft Dynamics GP as Invoice records, 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 be combined with other AxeRoy Connectors to also sync Accounts, Contacts, Products, Projects, and other objects.
Main Features
• Bi-directional,
• Scalable Data Mapping between Autotask and Dynamics GP entities:
(Invoice, Account, Contract, Billing Item, and others).
• Portal to access some of the integration parameters,
• Data Transformations,
• Concatenations,
• Correlations (GL Codes. Currencies, Territories, 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 and Flat-files,
• Fully customizable,
• Scalable for multi-object and multi-point integrations,
• Extreme Security (transport and rest),
• Compliant with National and International standards,
• Fully Managed Services: Reduce your current costs and prevent new ones,
• Works with all Autotask and Microsoft Dynamics GP editions.
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
- 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
- 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
- Unlimited sync 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.
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.
