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interworks.cloud in collaboration with ApplicationLink, a trusted integration provider for MSPs, has developed a sophisticated connector that seamlessly integrates the interworks.cloud platform with Autotask. This integration enables automatic synchronization of billing information from the interworks.cloud portal to your Autotask Manage environment, streamlining your invoicing process and minimizing manual errors.

By using the integration, you can:

• Save time and resources by dynamically retrieving billing data from the interworks.cloud platform automatically;

• Ensure the accuracy and consistency of your billing information across both platforms;

• Manage your recurring services, contracts, and services more efficiently;

• Generate invoices and reports in Autotask, based on the latest billing data from our platform.

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How It Works

The connector has been developed using the ApplicationLink platform, serving as a middleware that bridges our platform and Autotask:

1. Select the Desired Month: Choose the desired month from a convenient pulldown menu. Then, the ApplicationLink platform will seamlessly retrieve the current billing information from the interworks.cloud platform. This information encompasses all the recurring services purchased within a specified period.

2. Clear Overview: The retrieved invoice data is neatly presented in a spreadsheet/grid format, providing a clear and easy-to-understand overview.

3. Initial Setup: When using the connector for the first time, it’s essential to establish links between customers, contracts, and services. These links are automatically created on every line of the grid. Fortunately, this mapping process between interworks.cloud and Autotask only needs to be done once. The connector remembers these associations for future use (such as next month’s invoice).

4. Dynamic Creation in Autotask: If a customer, contract, or service is not yet available in Autotask, you can directly create it from the connector interface.

5. Validation and Updates: The connector performs a crucial validation step, comparing billing information from interworks.cloud against the existing Autotask contracts. If any mismatches are found, you have the flexibility to update the quantity of a service.

6. Review and Approval: Before applying any changes to Autotask, carefully review and approve them. This ensures accuracy and consistency.

7. Generate Invoices and Reports: Finally, leverage the updated billing information to generate invoices and reports within the Autotask environment.

In summary, the connector streamlines the entire process, ensuring seamless communication and efficient management of billing data between platforms.

How to Set It Up

If you’re interested in using the Autotask connector, please reach out to your Customer Success Manager to kick off the process. Your onboarding will be handled by the experienced ApplicationLink team, who have years of expertise working with Autotask users.

Please note the corresponding names of interworks.cloud platform fields in ApplicationLink, shown in the table below: