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This integration synchronizes account data (customers and in some cases also suppliers and prospects) between Autotask and Unit4.
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: Unit4 to Autotask
Currently we are creating new demo videos of our solutions. As soon as a new demo video has been produced we will add it to our website.
For more information, questions, quotes, etc. you can contact us by phone or email. Would you like to schedule a demo? Please go to our home page and use the Calendly scheduler to book a date and time.
- One flat monthly fee despite the number of accounts transferred to or updated in Autotask
- Only update your CRM database in one solution
- Saves different departments a lot of time
- No more discrepancies between accounts in different solutions, always the correct information available
The following manuals are relevant for the set-up and use of this specific integration:
- Autotask application login
- Unit4 application login
- Unit 4 to Autotask account sync link creation
Frequently Asked Questions
Are we obliged to a long term financial agreement?
No, this integration can be cancelled on a monthly basis
Will we be able to check what the result was of a transfer?
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
How can we execute the link/integration?
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
How are we going to be invoiced?
Our goal is to have a direct debit signed so that we can collect the monthly subscription fee up front.