Description
AutoTask is an IT business management platform designed for managed service providers (MSPs) and IT service companies. Various aspects of IT service delivery are integrated into a single platform and businesses get a centralised view of their operations.
AutoTask integration (Datto) capabilities
Manual data management often results in inaccurate or outdated information, leading to missed sales opportunities, financial errors, and supply chain disruptions. Zynk automates the export and import of key data, ensuring that customer records, invoices, purchase orders, sales orders, and supplier information remain accurate and up-to-date. Integrating your systems eliminates the risks associated with manual data handling which help your business avoid costly mistakes and inefficiencies. This supports better decision-making, smoother operations, and stronger relationships with customers and suppliers.
Key integration tasks
- Streamline your financial tracking and integration by retrieving and uploading accounting batch and general ledger batch details. Enhance financial accuracy and consistency, ensuring efficient tracking of financial transactions, reducing errors, and improving the overall financial management process.
- Improve the management of your service agreements by accessing and uploading different types of service agreements and their details. Ensure accurate and efficient management of contractual obligations, improving service delivery, compliance, and customer satisfaction.
- Efficient procurement management and reliable supplier data by exporting and importing purchase orders and suppliers. Maintain accurate and up-to-date purchase orders and supplier information to avoid supply chain disruptions, control costs, prevent procurement mistakes, and support strong supplier relationships.
AutoTask integration made easy: next steps
Discovery
We’ll work with you to understand your business goals and objectives, internal processes, and available resources, as well as what you aim to achieve with your integration.
Build and testing
We’ll design and build your integration to meet your exact requirements. Once that’s complete, it’s time for you to test the integration to make sure everything is working as expected.
Go-live and support
After your integration goes live, our dedicated in-house support team will provide ongoing assistance to quickly resolve any issues that may arise.
Need to integrate something else? Just get in touch to discuss your needs; we can build integrations for most systems.
