Autotask

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:

Autotask sync details

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.

1. Log into your Autotask account Once logged in, in the Admin tab go to Account Settings & Users

1. Expand the Resources/Users (HR) Click on Resources/Users (HR) to expand content. Now click on the Resources/Users link.

1. Add a new API User Click on the New button and select New API User.

1. Enter API User details In the Security Level dropdown, select API User (system) Can't Read Costs.

   1. Click Generate Key to create a Username. You will need this value for the Autotask form located within the partner dashboard.

   2. 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.

   3. Finally select Alternative Finance Corp for the Integration Vendor dropdown.

1. Fill out the Alternative Payments form Once generated, return to the Alternative Payments dashboard and enter in the following information:

   1. Email address associated with your Autotask account

   2. Username (Key)

   3. Password (Secret)

   4. Invoice Number or Autotask ID

1. Enter filters (optional)

   You can apply filters at this stage to control which data is synced into the system. This step is optional if it is a secondary integration. If no filters are selected, all data will be included in the sync.

   If you need to update your filters later, you can do so at any time by navigating to:

   Integrations → Click the three dots next to Autotask → Manage Filters

   This gives you flexibility to adjust the sync settings as the requirements evolve.

Preferences

For partners using Autotask as their primary integration, the functionality to initiate manual syncs is available. Navigate to Integrations then select Preferences.

1. Fetch New Data:This option allows for the sync of all invoices and customers created or updated within the last hour.

2. Fetch Unpaid Invoices: Partners can now initiate a manual sync for all unpaid invoices. This would also allow for any updates made to unpaid invoices in Autotask sync back instantly as normally these types of changes sync back on a daily basis. Partners now have the functionality to sync these instantly. If for some reason an open invoice in Alternative Payments does not match with the integration data (amount, outstanding amount, due date, etc) this invoice will be updated in Alternative Payments via this sync.

3. Limitations:

   1. The Fetch New Data can be initiated once per hour.

   2. The Fetch Unpaid Invoices can be executed once every 12 hours.

You’re all set! 🎉

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