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The monthly invoice from Keeper contains all recurring services, in other words all services purchased in the previous period. The integration between Keeper and Autotask allows the user to automatically read 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 Keeper 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 Keeper invoice over the API against the Autotask contract and offer the following options, for example, based on the feedback:
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 ordered at ApplicationLink simply by sending an email.
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, if technically possible and requested.
