Dxfferent Autotask & MSP Knowledge

AFAS links with Autotask

From ApplicationLink there are a number of smart links possible that can make your work even more efficient and save you a lot of time. For AFAS there are three links possible through ApplicationLink that can take a lot of work out of your hands. In addition, there are a number of other options that can be very useful.

Which connections are possible:

  1. Autotask to AFAS Invoice
  2. Autotask to AFAS Purchase
  3. Autotask to AFAS Accountsynchronization
  4. Autotask to Generic Charge Importer
  5. Autotask to ALSO Marketplace

Autotask to AFAS Invoice

Do you no longer want to manually transfer invoices, created in Autotask, to AFAS? Then consider using this solution developed by ApplicatieLink. As always, you must first go through the entire invoicing process in Autotask (Approve and book -> Items to be invoiced). The integration will transfer invoices from the Autotask invoice history to AFAS as final invoices (Direct invoice) or as journal entries. You can do this manually or fully automated (scheduled). Relevant information of each invoice line is sent to AFAS. The integration offers a lot of link settings to optimize the user experience and influence the end result in AFAS.

Benefits of this link

  • A fixed monthly fee despite the number of invoices transferred to AFAS
  • Saves the financial department (very!) much time
  • Every important detail of an invoice in Autotask will be transferred to AFAS
  • Also for these Autotask invoices you can now process payments and send reminders from AFAS

Autotask to AFAS Purchasing

When you use the purchase order process in Autotask, you now create purchase orders manually in AFAS and you probably find it a hassle to check the incoming invoice from your supplier on units and piece costs. Then this solution might be for you! This integration creates purchase orders in AFAS for each of the goods receipts on purchase orders in Autotask. This allows your finance department to instantly verify incoming purchase invoices related to stock items with quantities received in Autotask without having to open both applications, as well as manually re-enter purchase information.

Benefits of this link

  • Every detail of a goods receipt in Autotask that you need to verify the purchase invoice is transferred
  • Checking incoming invoices from suppliers becomes a lot easier

Autotask to AFAS Accounts synchronization

This integration synchronizes account data (customers and in some cases also suppliers and prospects) between Autotask and AFAS. If accounts already exist in both solutions, it is important to first establish a connection between two similar accounts, before using the integration to update accounts. When running this solution, non-existing accounts are automatically created at the target destination. For these 2 solutions, they have both options available: Autotask to AFAS or AFAS to Autotask.

Benefits of this link

  • A fixed monthly fee despite the number of accounts that are transferred to or updated in AFAS / Autotask
  • Update your CRM database only in one solution
  • Saves different departments a lot of time
  • No more differences between accounts in different solutions, always the right information available

Autotask to Generic Charge Importer

This import tool, accessed via an Autotask Live-Link, gives the user the option to upload a batch of charges via an Excel template from ApplicationLink. After uploading the Excel into our platform, the user must link Autotask customers and contracts before they can quickly book all charges to the appropriate contracts in Autotask.

Links made are saved, so a new import requires little effort. This makes this tool ideal for quickly and effortlessly importing customer-related expenses, such as VoIP usage fees, data charges, domain registrations, etc., into Autotask.

Benefits of this link

  • Eliminate the need to manually edit in Autotask on contract rates.
  • Get a clear overview of any one-time or usage-based product/service you purchase from a vendor.
  • Easily book as expenses on an Autotask contract.
  • Multiple people within your organization can use this integration via the LiveLink created.

Autotask to ALSO Marketplace

The monthly invoice from ALSO Marketplace includes all recurring services, in other words, all services purchased in the previous period. The integration between ALSO and Autotask allows the user to automatically read this invoice, check it and transfer any discrepancies to his PSA solution with one push of a button.

How does this work exactly?

Select the desired month from a pull-down menu and click the ‘load invoice’ button. The ApplicationLink platform then automatically retrieves the desired invoice from ALSO via their API. The invoice data is displayed in a spreadsheet for a clear and easy overview. Customers, contracts and services should be linked (automatically) 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 appropriate data. The ApplicationLink platform validates the ALSO invoice against the Autotask contract via the API and provides the following options based on the feedback:

If the cost of service does not match, it can be changed;
If the amount of the service does not match, it can be updated.

Benefits of this link.

  • Manually changing Autotask on contract services is a thing of the past.
  • Get a clear overview of each service you purchase in the Marketplace.
  • Automatic comparison with the corresponding data in Autotask.
  • Optimize your profit from cloud services.