Autotask+Microsoft Dyanamics GP Integration

The Only Official Integration Solution, Complete and Reliable

Fully Automated, pre-packaged connector to synchronize your Autotask and Microsoft Dynamics GP apps. Keep your data consistent and up-to-date.

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.

Autotask+GP ConnectPack

SUPPORTED APPLICATIONS

Odoo - Sample 1 for three columns

 All Editions

 


Odoo - Sample 3 for three columns


 All Editions



OUR OFFERS

Autotask+GP ConnectPack


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


Integration Setup

Pre-built Functionality


Contact us for a Quote

    • Connector Provisioning and Connectivity Setup
    • Field Mapping and Transformation review
    • Data Integrity Diagnostics & Alignments
    • User Acceptance Tests & Deployment to Production

    Optional Custom Integration

    Based on your Requirements

    Contact us for a Quote based on your specific requirements

     
    • Integration enhancements
    • Integration to additional systems
    • Self-Service Portal and Add-ons
    • Any other Offerings

    Monthly Subscription

    Fully Managed Package starting at

    $ 399.00

    / month
    • Integration hosting and Security
    • Monitoring, Optimization
    • Maintenance, Support
    • Notifications


    FINANCIAL INTEGRATION

     Autotask+GP ConnectPack

    Invoices




    ...Fully Customizable

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



    DATA POSTING

     Autotask+GP ConnectPack

    Source Data

    Autotask Entities


      Invoice

      Account

      Contract

      Contract Category

      Allocation Code

      Billing Item


                       

    Output Data

    Flat-file or Web Services/API


     Company_ID

     Invoice_ID

     InvoiceDate

     Type

     TypeID

     PO_Number

     AccountID

     AccountNumber

     AccountName

     Contract_ID

     ContractName

     ContractNumber

     Item_ID

     ItemNumber

     ItemName

     ItemDate

     Description

     Qty

     UoM

     Rate

     Currency_ID

     PriceLevel

     TerritoryID

     SiteID

    PRE-BUILT CONNECTOR SPECIFICATIONS

    Autotask+GP ConnectPack


    Connector Purposes
    Take your Autotask Billing Items and post them to Microsoft Dynamics GP as Invoice records.
    Provide an automated and reliable solution to post your financial data when you need it.
    Centralized and Unified Integration Orchestration
    Using Cloud Integration infrastructure.
    Multipoint Integration Capability
    Data from other systems can be queried to complete or enhance your integration requirements.
    Integration Logic
    Data Mapping (Standard and Custom fields), Data Transformations, Concatenations, Correlations, Exclusions, Overrides, Conditions, Filters, Workflows
    Protocols
    Autotask -> AxeConnector: Web Services/API
    AxeConnector -> Microsoft Dynamics GP: Web Services/API or Flat-files
    Synchronization Triggers
    Defined Schedules. Can be manually overridden from our Self-service Portal
    International Considerations

    - Currency (Customizable)

    - Legal Compliance (GDPR)

    - Standard Compliance

    - Geo-based Provisioning and Operations

    Privacy & Security

    Use of Private Clouds and State-of-the-art Data Encryption (Audited by Independent Security Firm)

    Fully Managed

    Provisioning, maintenance, monitoring, and support of the entire systems infrastructure.
    Benefit-Cost Ratio
    High.

    Specifications are subject to change without prior notice.


    PARTNERS

    Enterprise Integrations

    AxeRoy provides integration solutions for Microsoft business applications from and to other systems.

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    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.