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Zynk

PSA

Autotask Integration

Zynk's Autotask integration connects Autotask PSA, the professional services automation platform used by managed service providers, to the accounting and CRM systems around it. Each project is scoped around your billing and data flows, then built and supported by Zynk, so finance works from accurate records without exporting and rekeying data from Autotask.

Available for
Workflow

Capabilities may differ depending on the product.

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Benefits

Why businesses connect Autotask

Your ledger, not a default one

Autotask's own accounting integration is built for QuickBooks. Zynk works with Sage 50, Sage 200, Sage Intacct, Business Central, Xero and other ledgers, so the finance system you already run stays the system of record.

Scoped to how you bill

Every MSP bills differently: recurring services, time and materials, block hours, hardware sales. We agree which Autotask data needs to move and how it should be coded before anything is built, so the integration follows your process.

Exceptions caught early

Workflows check data before it is written to the target system and raise an alert when something does not match, such as an account with no matching customer, so problems are fixed long before month end.

Built and supported by Zynk

Our team builds the integration, tests it with your data and supports it after go-live. If Autotask or your accounting system changes, keeping the integration running is part of the service.

Low-code when you want control

The integration runs on Zynk Workflow, a low-code platform. Your own technical team can review and adjust workflows, or you can leave the build and any later changes to us.

Timed around your billing cycle

Workflows can run on a schedule, such as nightly or after each billing run, or be started on demand at month end. Data moves when finance needs it, not when someone finds a spare hour to export it.

Capabilities

What you can do with Autotask

Every task the Zynk Autotask connector can run, grouped by the direction data moves.

Export out of Autotask

Data Zynk reads out of Autotask

1 task

  • Transactions → out of Autotask

Need something that isn't listed?

Most Autotask projects include at least one custom step. Our team builds it for you.

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The problem

Why integrate Autotask?

Autotask runs the service side of an MSP: tickets, contracts, time and billing. The finance side usually lives somewhere else. When the two are not connected, billing data is exported, reformatted and keyed into the accounts, customer details drift apart and month end depends on someone reconciling both systems by hand.

Without integration

  • Billing data exported from Autotask and keyed into the accounts
  • Customer details that differ between Autotask and the ledger
  • An accounting integration that only suits one ledger
  • Month end spent reconciling service records against finance

With Zynk

  • Agreed Autotask data reaches your finance system automatically
  • Records are matched and kept consistent across both systems
  • A connection built for the finance system you actually run
  • Exceptions are flagged as they happen, not at month end

How it works

How the Autotask integration works

  1. Step 1: Discovery

    We review how you use Autotask, which finance and CRM systems sit around it and what is exported or rekeyed today, then agree the records and rules the integration needs to cover.

  2. Step 2: Design and build

    Autotask exposes companies, contracts, invoices, purchase orders and other entities through its REST API. We design workflows around the entities you need and map them to your accounts, tax codes and customer records.

  3. Step 3: Test with your data

    Workflows run against real Autotask data and the output is reviewed in the target system. Mappings are refined until both sides agree on customers, amounts and tax.

  4. Step 4: Go live and support

    The integration runs on the schedule you choose, with monitoring and alerts once it is live. A new contract type or nominal code is handled by updating the workflow, not by adding manual steps.

Integrations

What can you connect to Autotask?

XeroQuickBooksSage 50 UKSage 200Sage IntacctMicrosoft Dynamics 365 Business CentralNetSuiteHubSpot

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Autotask integration FAQs

What is Autotask PSA?
Autotask PSA is a professional services automation platform for managed service providers. It brings service desk tickets, projects, contracts, time entries and billing into one system. Businesses integrate it so the data it holds reaches accounting and CRM systems without manual entry.
Can Autotask be integrated with Sage accounting?
Yes, through a scoped Zynk project. Autotask's own accounting integration is designed for QuickBooks, so MSPs running Sage 50, Sage 200 or Sage Intacct need another route. Zynk designs the integration around the Autotask data you need in Sage and how it should be coded.
Is there an Autotask API for integrations?
Yes. Autotask provides a REST API that presents companies, contracts, invoices, purchase orders, tickets and other entities as objects other systems can read and update. Zynk handles the technical connection, so your team does not need to write or maintain integration code.
Will Autotask work with Xero through Zynk?
Yes. Zynk can connect Autotask to Xero as well as QuickBooks, Business Central and other finance systems. We agree which data moves between the two and how it maps to Xero's accounts, tax rates and contacts before the build starts.
Does Autotask integrate with QuickBooks without Zynk?
Yes. Autotask has its own QuickBooks Online integration, developed by Autotask, which sends invoices, customer information and billing codes to QuickBooks. Zynk is useful when you run a different ledger or need posting rules the standard integration does not cover.
How often does Autotask data move to the accounts?
Autotask integrations usually run on a schedule that matches your billing cycle, and they can also be started on demand when something needs to move immediately. We agree the timing during scoping, based on how quickly finance and sales need the data.
Which Autotask data can Zynk integrate?
It depends on your process, and we agree it during scoping. Autotask's API exposes billing, contract, customer and procurement data, among others, and Zynk designs the integration around the records your finance and sales teams actually need.
How do I get started with an Autotask integration?
Arrange a short call with our team. Bring a view of how you bill in Autotask, which finance system you use and what your team currently rekeys. We will explain what an integration would involve and suggest sensible next steps.

See what Zynk can automate for your Autotask setup

Book a 20-minute call. We'll review your systems, flag the quick wins and outline a practical route to going live.

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