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
We have developed an integration between Autotask and RoutIT. This solution consists of 2 parts:
RoutIT – VoIP and mobile charges
This part of the integration enables the user to quickly read the charges downloaded from the RoutIT Billing Portal.
The integration then provides a mapping functionality for the user to link RoutIT billing information to an Autotask customer and corresponding contract (only once, mapping structure will be saved).
The integration then directly transfers the VoIP and mobile charges to the correct Autotask contract.
It is possible to post the individual charge lines (the various call types), as well as to transfer a consolidated charge of multiple individual lines to the customer contract in Autotask.
In addition, the integration checks whether the charges have not already been posted in Autotask (on amount, contract and date), so that no duplicate charges can be posted on a contract.
RoutIT term invoice (monthly)
RoutIT’s monthly invoice in IRMA is a breakdown of all purchased services, changes on services, one-off charges, etc.
After you have downloaded this invoice it needs to be uploaded in the ApplicationLink portal.
Subsequently, you can link Autotask customers and associated contracts/services to every line in the spreadsheet/grid.
This will allow you to see at a glance where changes have to be made so you can post these directly from the integration towards Autotask, with the push of a button.
The integration also gives you the option to create new Autotask contracts/services and post one-off charges on Autotask contracts.
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 purchased services
Manuals
The following manuals are relevant for the set-up and use of this specific integration:
- Autotask application login
- RoutIT application login
- RoutIT & Autotask link creation
- RoutIT & Autotask – 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 sales@applicatielink.nl
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 on our roadmap to be added in the future
