AccountingAutotask Professional Services Automation (PSA)

Smart IT

upSync for Autotask and Xero

Smart IT is an award winning Managed Service Provider, based in the North East of England who have a proven track record of successfully delivering IT solutions across a broad range of industries throughout the UK.

Supporting several hundred organisations from small business to large multinational corporations, Smart IT have successfully used software and technology to not only implement effective systems and processes but also to drive efficiency through automation for both their clients and their business.

Send invoices from Autotask to Xero Accounts in minutes.

Developed especially for Autotask and Xero Accounts users, upSync will search Autotask for any invoices not processed and send them to Xero Accounts ready for emailing to your customers.

upSync is easy to install and even easier to use. Simply click Search to find any invoices which haven’t yet been processed, then click Sync to send them to your Xero Accounts

upSync never stores your data remotely on third party servers, and you will not be required to provide third party access to your Autotask or Xero databases. Instead upSync sends data from Autotask to Xero directly via the desktop app, reducing the risk of unauthorised access.

Smart IT provides a free 30 day trial to test the integration before purchase.

  • No third-party access to your data or credentials required
  • No error logs to search through
  • No limits on the number of invoices you can send
  • Automatically create new customers and products if they don’t already exist
  • Map Billing Codes to Xero Account Codes for better reporting
  • Available worldwide in English.

Contact for Sales and Support

0330 223 3525

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