Connecting applications through sophisticated middleware that’s easy to use
Save time, simplify your work and eliminate manual mistakes by process automation
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This import tool, accessible through an Autotask Live-Link, 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.
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.
- Making manual changes in Autotask on contractcharges belongs to the past
- Get a clear overview of every one-off or usage based product/service you are buying from a supplier
- Very easy to post as charges on an Autotask contract
- Multiple people within your organization can use this integration through the created LiveLink
The following manuals are relevant for the set-up and use of this specific integration:
- Autotask application login
- Create an Autotask LiveLink
- Generic Charge Importer – Get started
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 be orderd by simply sending an email to firstname.lastname@example.org
Is this a fully automated solution?
No, it is semi automated. You have the absolute freedom to post charges to Autotask or not.
How do we import data from a supplier into the ApplicationLink platform?
By adding this information to our pre-designed Excel template