Your primer on the AutoTask integration and how it works with the Alternative Payments platform.
You can connect your AutoTask PSA to your Alternative Payments partner dashboard to sync invoices to our platform and auto-reconcile invoice payments back to AutoTask directly.
Overview of synced items
The following items are synced from AutoTask when the integration is connected:
*Hourly: New invoices | Daily: Invoice updates
AutoTask sync details
|Invoice Status Update
|Invoice payment status updated in AutoTask will sync to Alternative Payments and vice versa
|Changes to Unpaid Invoices
|Changes to unpaid invoices (amount and due date) in AutoTask will sync to Alternative Payments; changes to unpaid invoices in Alternative Payments will not sync back to AutoTask
|Partial Invoice Payments
|Partial invoice payments/credits applied in AutoTask will reflect in the outstanding balance in Alternative Payments
|Customer Created in Alternative
|Customers created in Alternative do not sync to AutoTask
|Invoices Created in Alternative
|Invoices created in Alternative do not sync to AutoTask. When a payment is received, a stand-alone deposit is created in AutoTask
|Deleted Invoices and Customers
|Invoices and customers deleted in AutoTask are not archived in the Alternative portal. Partners must delete in AutoTask then archive manually in Alternative
How to connect AutoTask to your Alternative partner dashboard
Connect AutoTask to make reconciliation easy by following these steps:
1 | Navigate to Integrations and then click Connect
Within your Partner Dashboard, select ‘Integrations’ and then select ‘Connect’ under the AutoTask module.
2 | Log into your AutoTask account
Once logged in, in the Admin tab go to Account Settings & Users
3 | Expand the Resources/Users (HR)
Click on Resources/Users (HR) to expand content. Now click on the Resources/Users link.
4 | Add a new API User
Click on the New button and select New API User.
5 | Enter API User details
In the Security Level dropdown, select API User (system) Can't Read Costs.
- Click Generate Key to create a Username. You will need this value for the AutoTask form located within the partner dashboard.
- Click Generate Secret to create a Password. You will need this value to submit in the form within the AutoTask section of the partner dashboard.
- Finally select Alternative Finance Corp for the Integration Vendor dropdown.
6 | Fill out the Alternative Payments form
Once generated, return to the Alternative dashboard and enter in the email address associated with your AutoTask account & the Key & Secret in the AutoTask form. Click on ‘Continue.’
7 | Enter filters (optional)
Apply any applicable filters and proceed to finish the connection. If no filters are selected, then all data will be synced in.
You’re all set! 🎉