This import tool allows the user to upload a batch of charges using an Excel template provided by ApplicationLink.
After uploading the Excel in our platform, the user needs to link Autotask customers and contracts before being able to quickly post all charges to the correct contracts in Autotask.
Links created are saved, so a new import virtually doesn’t require any effort.
As a result, this tool is ideal to import customer related charges, such as VoIP usage charges, data charges, domain registrations, etc. quickly and without any effort into 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
This solution can be orderd by simply sending an email to firstname.lastname@example.org
No, it is semi automated. You have the absolute freedom to post charges to Autotask or not.
By adding this information to our pre-designed Excel template