Autotask

Streamline Your Billing Experience

Connect to Autotask

Enhance efficiency, ensure accuracy, and easily scale operations.
Automation in Sync
Automation in Sync

You will be able to significantly reduce the need for manual data entry, streamlining your operations and increasing overall efficiency.

Real-Time Cost Adjustment
Real-Time Cost Adjustment

Ensure your subscription costs always reflect the latest profit margins. Whenever you adjust your profit margins, our system automatically updates the associated costs.

Audit Log Visualization
Audit Log Visualization

This feature allows you to monitor and verify each action, ensuring transparency and accountability in your operational workflow.

Autotask Integration
Subscription and Pricing Strategy
  • Increased efficiency: Automate repetitive tasks and save time.
  • Pricing Updates: Instantly update pricing when margins change.
  • Subscription Updates: Automatically sync subscription changes.
  • Data Accuracy: Consistent and up-to-date information across systems.
  • Reduced Errors: Minimize human error through automation.
Autotask Sync Advantage
Streamline, Update, and Secure Your Business Operations

CloudCockpit seamlessly integrates with Autotask to streamline your operations.

Autotask Sync's intuitive pricing and subscription management, make it easy to manage your day-to-day tasks efficiently. With CloudCockpit, you can enjoy a unified platform for all your business needs.

This integration boosts operational efficiency, financial accuracy, and customer satisfaction by keeping all data up-to-date.

Ready for new possibilities? Challenge us!

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.

 

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.

 

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?