Copaco to Autotask PSA
billing integration

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

The monthly invoice from Copaco 2tCloud contains all recurring services, in other words all services purchased in the previous period. The integration between Copaco 2tCloud and Autotask allows the user to automatically load this invoice, check it and transfer deviations to their PSA solution at the touch of a button.

How exactly does this work?

Select the desired month/period from a pulldown menu and click on the ‘load invoice’ button. The ApplicationLink platform then automatically retrieves the desired invoice at Copaco 2tCloud through their API.

The invoice data is presented in a spreadsheet/grid for a clear and easy overview.  Customers, contracts and services need to be (automatically) linked on every line of the grid.

Mapping only needs to be done once as we remember this for future use (next month’s invoice). If a contract or service is not yet available in Autotask, it can be created directly from the ApplicationLink platform with the correct data.

The ApplicationLink platform will validate the Copaco 2tCloud invoice over the API against the Autotask contract and offer, for example, the following options based on the feedback:

  • When the unit cost of the service does not match, it can be changed;
  • When the quantity of the service does not match, it can be updated.

demo video

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

Interesting facts

  • Making manual changes in Autotask on contractservices belongs to the past
  • Get a clear overview of every service you are buying in the Cloud Marketplace
  • Automatic comparison with the corresponding data in Autotask
  • Optimize your profit from cloud services
Set-up guides

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

  • Autotask application login
  • Copaco application login
  • Link set-up & how to use

Frequently Asked Questions

No, this integration can be cancelled on a monthly basis

This solution can only be ordered in the Copaco Cloud Marketplace

No, it is semi automated. You have the absolute freedom to post changes to Autotask or not.

No, although this is absolutely on our roadmap to be added in the future

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