AccountingMiddleware & DevelopersAutotask Professional Services Automation (PSA)


Autotask-Dynamics 365 Business Central Connector

AxeRoy is a Global Leader in Managed Enterprise Integrations. From pre-built solutions to international scopes, we provide all the required services including setup, configuration, customization, and support to get your integrations running for maximum value.

The bi-directional Autotask+Dynamics 365 Business Central Connector facilitates the automated process to post your Autotask PSA Invoices in Microsoft Dynamics 365 Business Central as Invoice records, as well as update the Payment Status back in Autotask. It provides an automated and reliable solution to update your financial data when you need it, and where you need it. This Connector can run alongside with other AxeRoy Connectors to also sync Accounts, Contacts, Products, Projects, and other objects.

  • Bi-directional,
  • Scalable Data Mapping between Autotask and Dynamics 365 Business Central entities and fields (Invoice, Billing Item),
  • Self-Service Portal to access synchronization logs and some of the integration parameters,
  • Data Transformations,
  • Concatenations,
  • Correlations (Currencies, Locations, Products, Services, Resources, etc.),
  • Exclusions,
  • Overrides,
  • Conditions,
  • Filters,
  • Workflows,
  • Notifications,
  • Schedule On-demand,
  • Scalable to also sync Accounts, Contacts, Products, Projects, and other objects.

Additional Features

  • Supported Protocols: Web Services API,
  • Fully customizable,
  • Scalable for multi-object and multi-point integrations,
  • Extreme Security (transport and rest),
  • Compliant with National and International standards,
  • Fully Managed Services: Reduce your current costs and prevent new ones,

Available worldwide in English and French.

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