Autotask + Microsoft Dynamics
Business Central
Financial Integration
Automated, pre-build connector to synchronize your Autotask Invoices with Microsoft Dynamics 365 Business Central offered as:
Self-Managed or Fully-Managed
About the Connector
With Pre-built functionality we shorten the time from provisioning to production while reducing your risks and costs. Faster deployments also means earlier benefits, cost savings, to ultimately better ROI.
The bi-directional Autotask Invoices to Microsoft Dynamics 365 Business Central Connector facilitates the automated process to post all your Autotask PSA invoices in Microsoft Dynamics 365 Business Central, as well as update the Payment Status back in Autotask. It provides an automated and reliable solution to update your financial data when you need it, and where you need it.
This Connector can run alongside other AxeRoy Connectors to sync Accounts, Contacts, Products, Projects, Resources, and other objects, and all your important processes are supported, including custom fields.
Main Features
• Bi-directional,
• Scalable Data Mapping between Autotask and Dynamics 365 Business Central entities and fields (Invoice, Billing Item),
• Self-Service Portal to access synchronization logs and some of the integration parameters,
• Data Transformations,
• Concatenations,
• Correlations (Currencies, Locations, Products, Services, Resources, etc.),
• Exclusions,
• Overrides,
• Conditions,
• Filters,
• Workflows,
• Notifications,
• Schedule On-demand,
• Scalable to also sync Accounts, Contacts, Products, Projects, and other objects.
Additional Features
• Supported Protocols: Web Services,
• Scalable for multi-point integrations to and from other systems,
• Extreme Security (transport and rest),
• Compliant with National and International standards.
Demo
(Autotask+Business Central)
Fully-Managed
Pre-built Connector Specifications
Connector Purposes
Synchronize your Invoices and other data between Autotask and Microsoft Dynamics 365 Business Central.
The AxeRoy connector provides an automated and reliable solution to sync your data when you need it most.
Multipoint Integration Capability
Data from other systems can be queried to complete or enhance your integration requirements.
Centralized and Unified Integrations
Using Cloud Integration and Enterprise Hub infrastructure.
Integration Logic and Orchestration
Data Mapping (Standard and Custom fields), Data Transformations, Concatenations, Correlations, Exclusions, Overrides, Conditions, Filters, Workflows
Protocols
AxeRoy Connectors leverage the suggested vendor's protocols Web Services/API.
International Considerations
- Currency (Customizable)
- Legal Compliance (GDPR)
- Standard Compliance
- Geo-based Provisioning and Operations
Synchronization Triggers
Defined Schedules. You can override the schedules on demand from the Self-service Portal.
Privacy & Security
Use of Private Clouds and State-of-the-art Data Encryption (Audited by Independent Security Firm)
Fully Managed
On your behalf, AxeRoy Provisions, Maintain, Monitor, and Supports the entire Systems Integration Infrastructure.
Low Cost-High Benefits
AxeRoy solutions provide low cost-high benefits to any organization looking to integrate their systems. This is compared to companies implementing and maintaining their integrations internally, as well as comparing other third-party providers.
Choosing The Best Management option for your AxeRoy Pre-built Integrations
(AxeRoy Self-Managed vs AxeRoy Fully-Managed)
Pricing
Pre-Built AxeRoy Connectors
Account Sync
As an Add-on,
This fully automated
process ensures your Account records are always consistent between Autotask and
Business Central, while
eliminating the need for manual updates. The Account Sync add-on is available for all AxeRoy Self-managed and Fully-managed tiers at $75.00 / month.
Contact us for more information
Partners
Enterprise Integrations
AxeRoy provides integration solutions for Microsoft business applications from and to other systems.
Autotask Integrations Partner
SMBs and Enterprise Customers alike are able to leverage AxeRoy's Integration Connectors and Hubs to keep 2 or more of their systems synchronized.