Autotask

Eliminates manual license reconciliation and prevents revenue leakage.

Connect to Autotask

Every subscription change in CloudCockpit updates your Autotask PSA contracts automatically.
No double entry
No double entry

Subscription changes sync from CloudCockpit to Autotask. Your team stops copying data between two systems.

Margins sync instantly
Margins sync instantly

Adjust your margin in CloudCockpit. Autotask contract costs update immediately. No second entry, no lag.

Every sync logged
Every sync logged

See what changed, when it changed, and whether it succeeded. Catch failed syncs before they affect billing.

Autotask Integration
Subscription and Pricing Strategy
  • Subscription lifecycle: New subscriptions, upgrades, and cancellations in CloudCockpit sync to Autotask contracts automatically. No manual update required.
  • Margin and pricing: Margin changes in CloudCockpit push updated costs to Autotask immediately. Your PSA contracts always reflect your current pricing.
  • Auto-mapping on creation: Configure new subscriptions to map to Autotask contracts at the point of creation. One setup. Every new subscription handled from that point.
  • Billing consistency: Cost and revenue data in Autotask matches CloudCockpit exactly. The figures in your service desk match your Microsoft invoice.
  • Safe failure handling: If a sync fails, CloudCockpit stops the process and leaves the Autotask contract unchanged. No incorrect data is written.
Stop losing time between Partner Center and your service desk.
For Direct CSP Partners
  • Subscription changes in Partner Center sync to Autotask automatically. You do not touch Autotask.
  • Margin changes in CloudCockpit, at the customer, product, or subscription level, update Autotask costs instantly.
  • Zero-discrepancy billing accuracy. The figures in your Autotask contracts match your Microsoft invoice.

Ready for new possibilities? Challenge us!

Request a DemoPricing
Seamless Data Transfer:
Mapping Operations

Efficiently transferring data between CloudCockpit and Autotask is essential for optimizing your business operations.

  • Customer Mapping: CloudCockpit displays only relevant customers for easy mapping.
  • Offer Mapping: Only specific offer types can be mapped due to Autotask limitations.
  • Subscription Mapping: Active subscriptions with mapped offers and customers can be mapped to Autotask contracts.
Automate billing, and keep contracts up to date.
Centralize subscription management

CloudCockpit offers seamless Autotask integration, enabling service providers to connect their Autotask environment directly with CloudCockpit’s platform. This integration helps to centralize operations, simplifies the management of subscriptions, assists with billing, and keeps contracts up to date. It’s designed to improve efficiency and reduce manual tasks, allowing teams to focus on strategic growth.

 

Major Benefits

Explore more about Autotask
Increased Efficiency

Automate repetitive tasks, saving time and resources for more strategic initiatives.

Improved Data Accuracy

Maintain consistent and accurate data across both platforms, reducing errors and ensuring reliable information.

Enhanced Decision Making

Access centralized data for better insights and informed business decisions.

Data Consistency

If multiple operations need syncing, they are processed in order of occurrence. If any operation fails, the sync process stops, leaving the Autotask contract service unchanged.

Sync Status

You can monitor the synchronization status of subscriptions with Autotask, allowing you to check if all subscriptions operations have been successfully synced.

Enhanced system reliability

Proactive identification and prevention of potential problems.

Zero synchronisation.
Two systems. One team

Every subscription change, pricing update, or cancellation means someone needs to enter the same data twice. The gap compounds. Contracts fall out of sync. 

  • Subscriptions change: Autotask does not. No automatic connection between the two systems.
  • Pricing changes: Autotask contracts stay outdated until someone manually corrects them.
  • Billing errors accumulate: Small sync gaps become invoice disputes at month-end.
  • Workload: The workload scales with your customer count. What took one hour at 20 customers takes a full day at 200.
Request a DemoDocumentation

"We moved from Cloudmore to CloudCockpit because it offers a significantly better GUI and overall user experience. The initial setup was very easy, and we received great support during the process." G2, 5/5 David C. - Director

David CIntrasource

 

Let's dive into the frequently asked queries regarding our feature.

What is Autotask PSA?

Autotask PSA (Professional Services Automation) is a software platform designed to manage various aspects of professional service businesses, including IT service providers and managed service providers (MSPs). You can explore its features here: Autotask PSA Features

What is the CloudCockpit and Autotask integration?

The CloudCockpit and Autotask integration is a combination that enables seamless data transfer and automation between the two platforms. By connecting these systems, businesses can streamline operations, improve billing efficiency, and make data-driven decisions.

What operations are synchronized between CloudCockpit and Autotask?

The integration enables syncing data points around subscriptions. Find a detailed list here: List of Operations Synced to Autotask.

What happens if a sync operation fails?

The integration includes features to handle failed operations. You can learn about retry logic, error notifications, and troubleshooting steps in this guide: How to Sync Failed Operations to Autotask.

Can I map existing subscriptions to Autotask contracts?

Yes, active subscriptions with mapped offers and customers can be linked to Autotask contracts. This process creates new contract services with relevant cost and revenue information. Mapping CloudCockpit Subscriptions to Autotask

How do I map offers in CloudCockpit to Autotask?

The integration focuses on offers with specific billing cycles (monthly and annual) for optimal data integrity. Refer to this guide for more details: Mapping CloudCockpit Offers to Autotask

How can I automatically map new subscriptions to Autotask upon creation?

CloudCockpit offers the ability to configure automatic mapping for new subscriptions, streamlining the workflow. Learn more in this guide: Map New Subscription on Creation to Autotask

 

Get Started with CloudCockpit

We want to know more about your challenges and objectives. How can we help?
Talk with an Expert
More about CloudCockpit
Azure Consumption
Platform
Azure Consumption
Gain visibility into Azure resources with transparency
Empower Your Brand with CloudCockpit
Platform
Empower Your Brand with CloudCockpit
Custom Solutions for Microsoft CSPs
Platform
Subscription Management
Full visibility and control. Filters, alerts, and cost data to act before surprises happen.