Autotask & Exact Online
project 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 project data between Autotask and Exact Online. Examples of synchronized data are:

  • Account
  • Description
  • Projectnumber
  • Start date
  • End date

 

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.

  • 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 projects synchronized with Exact Online
  • Only update your projects 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 project 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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