Self-Managed or
Fully-Managed.
It's your choice.
Self-managed users will experience AxeRoy's flagship, next-gen integration app, with a no-code interface.
Autotask + Salesforce Integrations
Complete and Reliable
Automated connectors to synchronize your data between Autotask and Salesforce. Keep your data always consistent and up-to-date.
The connectors are offered as:
Self-Managed or Fully-Managed
Sync any Object/Entity
Account
SYNC FUNCTIONALITY
- One or Two-way sync of account data, including account hierarchy
- Account hierarchy synchronization
- Account segmentation with pre-mapped picklist values
PRE-BUILT FUNCTIONALITY
- Standard field mapping with custom fields mapping capability
- Pre-mapped picklist values
- Automatic data type adjustments
DIRECT/INDIRECT BENEFITS:
- Maintain a single, unified view of your customer accounts
- Improved data visibility and accuracy, simplified account management, and enhanced customer insights
- Gain a deeper understanding of your customer accounts
Contact
SYNC FUNCTIONALITY
- One or Two-way sync of contact data, including contact relationships
- Contact hierarchy synchronization
- Contact segmentation with pre-mapped picklist values
PRE-BUILT FUNCTIONALITY
- Standard field mapping with custom fields mapping capability
- Pre-mapped picklist values
- Automatic data type adjustments
DIRECT/INDIRECT BENEFITS:
- Always have the latest contact information in both systems
- Better understand your customers and their needs
- Target your sales and marketing efforts more effectively
Opportunity
SYNC FUNCTIONALITY
- One or Two-way sync of opportunity data, including opportunity metrics
PRE-BUILT FUNCTIONALITY
- Standard field mapping with custom fields mapping capability
- Pre-mapped picklist values
- Automatic data type adjustments
DIRECT/INDIRECT BENEFITS:
- Manage your sales pipeline more effectively
- Forecast your sales more accurately
- Identify areas for improvement in your sales process
Quote
SYNC FUNCTIONALITY
- One or Two-way sync of quote data
PRE-BUILT FUNCTIONALITY
- Standard field mapping with custom fields mapping capability
- Pre-mapped picklist values
- Automatic data type adjustments
DIRECT/INDIRECT BENEFITS:
- Generate quotes more quickly and easily
- Automate your quote approval process
- Identify any bottlenecks in your quote approval process
Ticket & Notes
SYNC FUNCTIONALITY
- One or Two-way sync of ticket and Notes data
PRE-BUILT FUNCTIONALITY
- Standard field mapping with custom fields mapping capability
- Pre-mapped picklist values
- Automatic data type adjustments
DIRECT/INDIRECT BENEFITS:
- Route tickets to the appropriate team members or departments
- Automate your ticket escalation process
- Generate better reports from your ticket data
Product & Pricing
SYNC FUNCTIONALITY
- One or Two-way sync of product and pricing data
PRE-BUILT FUNCTIONALITY
- Standard field mapping with custom fields mapping capability
- Pre-mapped picklist values
- Automatic data type adjustments
DIRECT/INDIRECT BENEFITS:
- Keep your product catalog synchronized between the two systems
- Automatically update your product pricing in Salesforce
- Manage your discounts in Salesforce and automatically apply them to quotes and orders
... and any other Standard and Custom object/entity.
Our Connectors are fully customizable
The Pre-built functionality can be enhanced to support your processes or functionality.
Supported Editions
Supported Editions
Essentials
Premium
Unlimited
Supported Editions
Professional (Sales Cloud/Service Cloud)
Enterprise (Sales Cloud/Service Cloud)
Unlimited (Sales Cloud/Service Cloud)
Others
Pre-build Connector Specifications
Connector Purposes
Synchronize your Account, Contact, and other data between Autotask and Salesforce.
The AxeRoy connector provides an automated and reliable solution to sync your data when you need it most.
Dynamic Functionality
Dynamic configuration of the connectors provides unparalleled capability to scale with your business.
Centralized and Unified Integrations
Using Cloud Integration infrastructure.
Integration Logic and Orchestration
Data Mapping (Standard and Custom fields), Data Transformations, 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 or Self-Managed
With our Fully-Managed services, AxeRoy Provisions, Maintains, Monitors, and Supports your connector and the entire Systems Integration Infrastructure.
Our Self-Managed edition of the connector allows companies to configure the connector with a no-code user interface, manage changes, and monitor the synchronization operations.
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)
Fully-Managed Offerings
Setup in days, faster ROI
AxeRoy Fully-Managed Integrations
Autotask + Salesforce
ULTIMATE Essential
Our ULTIMATE plan elevates your data integration with advanced syncing capabilities and support for a broader range of entities.
Fast integration roll-out for maximum value.
- Access to
AxeRoy Sync Lite Edition (LE)
Essential Features
Cloud interface to easily monitor sync logs and manage schedules with multi-user access. - 2-Way Sync for Multiple Entities
Synchronize records for standard and custom entities, including Accounts, Contacts, Opportunities, Tickets, Products, Contracts, and more. - Customization Capabilities
Support for custom transformations, objects, fields/User Defined Fields (UDF), and more. - Scalable Solution
An advanced and adaptive solution built to handle more complex and demanding integrations. - Automated Data Sync
Multiple scheduled syncs per day ensure your data is always up-to-date. - High Security & 24/7 Monitoring
Continuous oversight and robust protection for uninterrupted operations. - Standard Support
Dedicated help to ensure smooth performance.
AxeRoy Fully-Managed
Autotask + Salesforce
TURNKEY Setup
- Connector Provisioning and Connectivity Setup
- Field Mapping and Transformation review
- Data Integrity Diagnostics & Alignment
- User Acceptance Tests & Deployment to Production
AxeRoy Fully-Managed Integrations
Autotask + Salesforce
MOMENTUM Essential
Our MOMENTUM plan establishes a reliable foundation for seamless, everyday data synchronization across your systems.
Fast integration roll-out for quick ROI.
$ 150USD
/Month
- Access to
AxeRoy Sync Lite Edition (LE)
Essential Features
Cloud Interface to easily monitor sync logs and manage schedules with multi-user access. - 2-Way Sync for Core Entities
Synchronize records for Accounts and Contacts. - Customization Capabilities
Support for custom transformations, fields/User Defined Fields (UDF), and more. - Scalable Solution
A robust, adaptive solution designed to grow with your business and support your core integration needs. - Automated Data Sync
Up to two scheduled syncs per day to keep your data current. - High Security & 24/7 Monitoring
Robust security measures and continuous oversight for peace of mind. - Standard Support
Reliable assistance when you need it.
Self-Managed Offerings
Setup in days, greater ROI
AxeRoy Self-Managed Integrations
Autotask + Salesforce
ULTIMATE Professional
Our ULTIMATE plan elevates your data integration with advanced syncing capabilities and support for a broader range of entities.
- Access to
AxeRoy Sync Professional Edition (PE)
Professional Features
Multi-user access to the Cloud interface with advanced Professional tools for no-code configuration, monitoring, and management of your AxeRoy Connectors. - 2-Way Sync for Multiple Entities
Seamlessly synchronize records for standard and custom entities, including Accounts, Contacts, Opportunities, Tickets, Products, Contracts, and more. - Customization Capabilities
Support for custom transformations, objects, fields/User Defined Fields (UDF), and more. - Pre-built Templates
Accelerate setup and reduce risk with ready-to-use configuration templates. - Sync Scheduler
Multiple scheduled syncs per day. - Sync Logs
Track and troubleshoot sync operations using logs with recommendations. - Task Management
While configuring, organize your tasks, notes, and reminders with our integrated To-Do app. - Scalable Solution
An advanced, adaptive solution designed to grow with your business and support more complex and demanding integrations. - High Security & 24/7 Monitoring
Robust security measures and continuous oversight for peace of mind. - Standard Support
Dedicated assistance to keep your integration running smoothly.
AxeRoy Self-Managed Integrations
Autotask + Salesforce
MOMENTUM Professional
Our MOMENTUM plan establishes a reliable foundation for seamless, everyday data synchronization across your systems.
$ 150USD
/Month
NO SETUP FEES
- Access to
AxeRoy Sync Professional Edition (PE)
Professional Features
Single-user access to the Cloud interface with standard Professional tools for no-code configuration, monitoring, and management of your AxeRoy Connectors. - 2-Way Sync for Core Entities
Seamlessly synchronize records for Accounts and Contacts. - Customization Capabilities
Support for custom transformations, fields/User Defined Fields (UDF), and more. - Pre-built Templates
Accelerate setup and reduce risk with ready-to-use configuration templates. - Sync Scheduler
Up to two scheduled syncs per day. - Sync Logs
Track and troubleshoot sync operations using logs with recommendations. - Scalable Solution
A robust, adaptive solution designed to grow with your business and support your core integration needs. - High Security & 24/7 Monitoring
Robust security measures and continuous oversight for peace of mind. - Standard Support
Dedicated assistance to keep your integration running smoothly.
Partners
Commercial Applications
AxeRoy builds Salesforce Applications to enhance the Salesforce functionality and facilitate its Integration with other applications and services.
Business & Technical Consulting
As a Salesforce certified consulting partner, AxeRoy provides expert services in both the development of Salesforce functionality and Systems Integrations.
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.