This integration synchronizes account data of customers and suppliers between Autotask and weclapp.
In this implementation Autotask or weclapp can be your main CRM database regarding accounts.
New accounts or changes on existing accounts can be transferred to Autotask or weclapp to make sure in both solutions the most recent information is available regarding customers and suppliers.
If in both solutions accounts already exist it is important to manually create a connection between two similar accounts first, before using the integration to update accounts.
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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