Autotask Integration

ConnectBooster provides a direct payment and accounting integration for Autotask. Simplify your billing process using ConnectBooster’s integration with Autotask.

Get Integrated with Autotask Today!

Automate your entire collection process with ConnectBooster’s Autotask Integration. Through a custom payment portal, MSPs can reduce their aging accounts receivables from 30+ days to 1.5 days, and eliminate time-consuming billing tasks to get paid on time, every time.

How Autotask And ConnectBooster Help Your Business With Billing

Designed for IT Service Providers, ConnectBooster eliminates common billing problems that prevent them from collecting predictable recurring monthly revenue. By automating the entire collections process, ConnectBooster automatically collects payments based on pre-set rules and contracts in your Autotask software. Even if an invoice includes variable or fluctuating billing amounts, ConnectBooster pulls information directly from your customer agreements in Autotask, saving your accounting team countless hours of manually adjusting invoices, as well as preventing billing errors.

Autotask is a fully automated Professional Services Automation (PSA) tool for MSPs. It integrates with Datto RMM and offers businesses a way to manage service contracts, support requests, and much more.

Give Customers A Better Billing Experience With ConnectBooster And Autotask

With full transparency to view invoice history and the ability to manage payment options 24/7, customers can easily update credit card and ACH bank payment information. Provide your customers with a professional billing experience, all the while accelerating your collections process.

In addition to giving clients the ability to pay via their preferred credit or debit card, MSPs can implement the “cash discount” feature. This feature gives Autotask users the ability to recoup processing fees and improve their margins with clients who prefer to self-finance using a credit card.

Managed service providers and their customers can have peace of mind as customers’ payment information is stored off of their internal network. As ConnectBooster’s integration with Autotask offers a fully PCI Compliant Payment Vault, ensuring managed service providers do not compromise customer payment information.

Standard Benefits Autotask Users Receive

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Save 2-4 hours a week on redundant accounting tasks.

Lower accounts receivables by 30 days.

Increase billing transparency with customers.

Key Autotask Integration Features

  • Accept credit cards & ACH payments.
  • Automatically pay invoices based on recurring contracts, even fluctuating amounts derived from CSP Boss and Datto RMM.
  • Great for cloud solutions like Microsoft® Office 365™ that is usage or user-dependent type contracts.
  • Synchronize Autotask contacts and email addresses for easy client login.
  • Easily View and Print identical Autotask invoice template copies.
  • Service ticket creation directly onto Queues.
  • View existing projects, quotes & contracts.
  • Securely store customer payment data offsite.
  • Payment reconciliation to the accounting software.
  • Customizable/branded portal (logos/colors & ad-cards).
  • Automated new invoice notifications.
  • Automated invoice past due/collection notifications.
  • Automated account summary notifications.
  • View if clients are receiving invoices through email history tracking.
  • Automatically update customers’ cards when issuing bank makes changes.
  • Automatic and on-demand integration sync capabilities.

Setting Up Your Autotask Integration Is Easy

Getting started with ConnectBooster is easy. Our team will completely set up your payment portal and provide an installation call to train your team on using the portal. We also set up the integration with Autotask and your accounting software.

Already a ConnectBooster partner? Contact our support team to set up your integration.

Beyond a dedicated support team, managed service providers can access continued training and online documentation to ensure they receive their clients’ best value. Whether IT Providers are billing 20 clients, or 200, ConnectBooster remains the same costs and can scale with your business as you grow.