Benefit from greater operational efficiency and invoice your customers more easily thanks to the integration of Connectwise and Autotask with the ITCloud.ca portal!

Automated billing
All-in-one solution
User friendly interface

AUTOTASK

  • Generation of a Services CSV file for the Autotask import feature
  • Connect ITCloud offerings to Autotask services
  • Connect ITCloud clients to Autotask accounts
  • Import an Autotask account as a new ITCloud client (in Cart)
  • Addition of an ITCloud Product/Service to an existing contract (creation of a Contract Service)
  • Connect an existing Contract Service
  • Automated updates/cancellations/reactivations (Contract Services)
  • Automated “Indirect => Direct” Contract Services cancellation
  • Missing connection notifications in ITCloud portal

CONNECTWISE 

  • Generation of a CSV products file for the ConnectWise “Data Import” feature
  • Connect ITCloud offerings to ConnectWise products
  • Connect ITCloud clients to ConnectWise Companies
  • Import a ConnectWise Company as a new ITCloud client (in Cart)
  • Export an ITCloud Client as a new ConnectWise Company/Contact
  • Add an ITCloud Product/Service to an existing Agreement contract (creation of an Addition)
  • Connect to an existing Addition
  • Automated updates/cancellations/reactivations (modifications of Additions)
  • Automated “Indirect => Direct” Addition cancellation
  • Missing connection notifications in IT Cloud portal

Connectwise and Autotask, powerful integrations

Take advantage of accessing to all the automation features of your professional services today by quickly setting up your ConnectWise or Autotask accounts and services through our partner portal. Easily link your ITCloud.ca products and services with their prices!

ConnectWise and Autotask lets you stop working in multiple systems by helping you focus on business profitability with automated billing, state-of-the-art ticketing, continuous updates and more!

I would like more information on Connectwise and Autotask integration with ITCloud.ca

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