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Is reporting crucial to your business operations but are you currently unable to obtain the necessary information from Autotask?
With the Datawarehouse solution from ApplicationLink you get access to this important information, it’s stored for you in an SQL database (*) and you can then easily import this data into existing reporting solutions such as PowerBI (+).
More than 100 entities can be exported from Autotask and here are some examples of datasets:
Account; Contract; Product; Inventory; Invoice; Pricelist; Project; Quote;Service; Ticket; Worktype.
(*) The data is, according to the current AVG guidelines, not stored on our servers. This automatically means that you, as a customer, manage the SQL database on premise or in the cloud.
(+) If you do not (want to) work with Power BI, ApplicationLink can also offer a reporting tool. For more information about the reporting tool, please contact us.
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.
- Our solution will collect all the Autotask entities you need for extensive reporting
- You are in full control of the entities you would like to collect, sync and/or replace in your MS SQL database
- Transferring data to your MS SQL database is done by just one click of the mouse button
- Multiple links can be created for specific datasets
The following manuals are relevant for the set-up and use of this specific integration:
- Autotask application login
- MS SQL Server application login
- Autotask datawarehouse solution – link set-up
- Autotask datawarehouse solution – get started
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.