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The monthly invoice from the D&H Cloud Marketplace contains all recurring services, in other words all services purchased in the previous period. The integration between D&H Distributing and Autotask allows the user to automatically read this invoice, check it and transfer deviations to their PSA solution at the touch of a button.
How exactly does this work?
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 D&H through their API. The invoice data is presented in a spreadsheet/grid for a clear and easy overview.
Customers, contracts and services need to be (automatically) linked on every line of the grid. Mapping only needs to be done once as we remember this for future use (next month’s invoice). If a contract or service is not yet available in Autotask, it can be created directly from the ApplicationLink platform with the correct data. The ApplicationLink platform will validate the D&H invoice over the API against the Autotask contract and offer the following options based on the feedback:
Do you still have some questions? Please feel free to drop us an email or contact us by phone!
The following manuals are relevant for the set-up and use of this specific integration:
No, this integration can be cancelled on a monthly basis
This solution can only be ordered in the D&H Cloud Marketplace
No, it is semi automated. You have the absolute freedom to post changes to Autotask or not.
No, although this is absolutely on our roadmap to be added in the future
