Autotask + Microsoft Dynamics GP



Financial Integration


The Official Financial Integration Solution! 


Automated, pre-packaged connector to synchronize your Autotask Invoices to Microsoft Dynamics GP. Keep your data consistent and up-to-date in all your systems.


 Fully Customizable

The Pre-built functionality can be enhanced to ensure all your technical, business, functional, and regulatory requirements are met.



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. 


AxeRoy's Autotask Invoices to Microsoft Dynamics GP Connector facilitates the automated process to post all your Autotask PSA invoices in Microsoft Dynamics GP, as well as update the submission 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 AccountsContactsProductsProjectsResources, etc. Note that those other Connectors are not required if you just want to run the Financial Connector.

As a fully-customizable integration, all your important processes and fields are supported, including custom fields.


Available Features

          •  Scalable Data Mapping between 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 and SFTP (with Processed Flat File)
          • Scalable for multi-point integrations to and from other systems,
          • Extreme Security (transport and rest),
          • Compliant with National and International standards,
          • Fully Managed Service: Reduce your current costs and prevent new one.


Pre-built Connector Specifications

Connector Purposes

Synchronize your Invoices and other data between Autotask and Microsoft Dynamics GP.
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

This AxeRoy Autotask + Microsoft Dynamics GP connector uses Web Services to connect to Autotask and SFTP to bring your ready-to-import processed flat files to your door.

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.


Pricing
 Your integration solutions are setup by our Professional Services, while our Managed Services maintain and support them. 

BRONZE
Standard  Package


$ 199

USD/ month


  • Sync up to 20 invoices and unlimited Billing Items per month
  • Scheduled Sync
  • Customizable Connector: Transformations, Processes, Correlations, UDF (User Defined Fields)...
  • Scalable to higher Tier and sync with additional Objects (Account, Contact, Contract, Opportunity, Ticket, Inventory, Product, Service, Price List, Project...)
  • Connector hosting, Security, Monitoring, Optimization, Maintenance, and Standard Support.
MOST POPULAR

GOLD
Standard  Package

Based on your Requirements


$ 399

USD/ month


  • Same as BRONZE +
  • Sync up to 200 invoices and unlimited Billing Items per month
  • Data Migration (if required)
  • Self Service Portal
  • Schedule On-demand
  • Enhanced Support

 PLATINUM
Standard Package


$ 599

USD/ month


  • Same as GOLD +
  • Sync unlimited number of invoices and Billing Items per month
  • Premium Support

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.