This integration synchronizes account data (customers and in some cases also suppliers and prospects) between Autotask and Sage Business Cloud (formerly known as Sage One).
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 currently have one option available: Sage Business Cloud to Autotask
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
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