Autotask & Exact Online
account sync

INTEGRATE

Connecting applications through sophisticated middleware that’s easy to use.

AUTOMATE

Save time, simplify your work and eliminate manual mistakes by process automation.

PROFIT

Increase efficiency, use valuable time differently and maximize your profit.

Basic information

This integration synchronizes account data (customers and in some cases also suppliers and prospects) between Autotask and Exact Online.

If in both solutions accounts already exist it is important to create a connection between two similar accounts first, before using the integration to update accounts.

Non-existing accounts will be created automatically in the target destination when running this solution.

For these 2 solutions we have both options available: Autotask to Exact Online or Exact Online to Autotask

  • You can excute this link manually or fully automated (scheduled)
  • After every transfer a log can be viewed on our platform or via mail.

demo video

Do you still have some questions? Please feel free to drop us an email or contact us by phone!

Interesting facts

  • One flat monthly fee despite the number of accounts transferred to or updated in Exact Online/Autotask
  • Only update your CRM database in one solution
  • Saves different departments a lot of time
  • No more discrepancies between accounts in different solutions, always the correct information available
Set-up guides

The following manuals are relevant for the set-up and use of this specific integration:

  • Autotask application login
  • Exact Online application login
  • Exact Online & Autotask account sync link creation

Frequently Asked Questions

No, this integration can be cancelled on a monthly basis

Yes, on the ApplicationLink platform you can review the log file of every transfer. This log file can also be send to a pre-assigned email address in the link settings

By clicking on the play button manually on the ApplicationLink platform or by setting up the scheduler in the link settings for an automated transfer

Our goal is to have a direct debit signed so that we can collect the monthly subscription fee up front

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