This integration synchronizes project data between Autotask and Exact Online. Examples of synchronized data are:
Non-existing projects will be created automatically in Exact Online when running this solution.
Of existing projects the description, start date and end date will be updated in Exact Online, if needed.
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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
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