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
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 updated;
- When the quantity of the service does not match, it can be updated.
Video
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.
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
Manuals
We have created a guide on how to set-up and use this solution. The following, among other things, will be addressed in this document:
- Autotask application login
- Copaco 2tCloud application login
- Link set-up & how to use
Frequently Asked Questions
Are we obliged to a long term financial agreement?
No, this integration can be cancelled on a monthly basis
Where do we need to order this solution?
This solution can only be ordered in Copaco 2tCloud
Is this a fully automated solution?
No, it is semi automated. You have the absolute freedom to post changes to Autotask or not.
Can we also provision new licenses directly from Autotask, through the integration into the Cloud Marketplace?
No, although this is absolutely something that could be added in the future
