Accounting integrations
Send Autotask invoices, credit notes and purchase orders into Xero, Sage 50 or other accounts packages, with customer matching and nominal code mapping.
Autotask PSA development
Autotask Software Development
Autotask software development is what we do best. We've spent years building integrations and tools on the Autotask PSA API, so if you need Autotask to talk to another system, or want to automate the admin your team still does by hand, we can build it.
Built by the team behind upSync and AT2Sage. Part of Smart IT, a UK MSP that runs on Autotask every day.
Backed by Smart IT's accreditations
Experience
Years of building on Autotask
Autotask is the system our own MSP runs on, so we know how it's set up in the real world: contracts, billing codes, UDFs, queues and all. That experience goes into every Autotask software development project we take on, and into the Autotask products we sell to other MSPs.
Years of hands-on Autotask API development
Autotask products in daily use by UK MSPs
Built by an MSP that uses Autotask every day
What we build
Autotask software development: what we can build
A few examples of the work we do. If it has an API, or a process your team repeats every week, there's a good chance we can connect it to Autotask.
Contract and billing automation
Keep recurring services, contract adjustments and charges in line with what you actually supply, so nothing slips through at billing time.
Microsoft 365 and licence sync
Pull seat and licence counts from Microsoft 365 or distributor portals and update Autotask contract service quantities automatically.
Reporting and dashboards
Get ticket, time, contract and profitability data out of Autotask and into Power BI, Excel or your own dashboards, measured the way your business works.
Client portals and web forms
Let clients raise tickets, check progress or approve quotes from your own branded portal or website, written straight into Autotask.
Ticket and workflow automation
Create, route and update tickets from alerts, emails or third-party systems, and take the copy and paste out of your service desk.
How we build
Built on the official Autotask REST API
No screen scraping and no workarounds. Everything we build talks to Autotask through the official Autotask REST API, so it's reliable, secure and easy to maintain.
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Dedicated API users
Each integration uses its own API-only account with just the permissions it needs. We never need your staff logins.
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Built for real data volumes
Batching, retries and logging are built in, and everything works within Autotask's API thresholds.
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Your fields, your setup
We work with your UDFs, billing codes, queues and contract types rather than forcing a generic setup on you.
POST /ATServicesRest/V1.0/Tickets/query
{
"filter": [
{ "op": "eq", "field": "status", "value": 5 }
]
}
200 OK
42 completed tickets found
42 charges prepared for billing
Sync complete in 3.1s
Proof, not promises
Autotask software we build and run ourselves
Our own Autotask products are used by MSPs across the UK and supported by the same developers who would work on your project.
upSync
A cloud app that syncs Autotask invoices to Xero, with contact matching, code mapping and payment sync.
Explore upSync
AT2Sage
A Windows application that sends Autotask invoices and purchase orders into Sage 50 Accounts.
Explore AT2Sage
Your integration
If our products get you most of the way, we can often build the extra piece you need rather than starting from scratch.
Tell us what you need
How it works
From idea to live integration
A clear process so you know what's being built, what it costs and when it'll be ready.
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1
Discovery call
We talk through what you want Autotask to do, the systems involved and how your team works today.
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2
Specification and quote
You get a clear written scope and a fixed quote before any work starts.
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3
Build and test
We build against your Autotask setup and test with real data before anything goes live.
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4
Go live and support
We help you switch over, then offer ongoing support to keep your integration running as Autotask evolves.
FAQs
Common questions
Do you need access to our Autotask instance?
We'll ask you to set up a dedicated API user with only the permissions the integration needs. We never need your staff logins, and you can revoke access at any time.
Can you work with our existing Autotask setup?
Yes. We build around your UDFs, billing codes, contract types, queues and workflows, so the integration fits the way you already work.
Can you extend upSync or AT2Sage?
Often, yes. If one of our products covers most of what you need, building the extra piece on top is usually quicker and cheaper than starting from scratch.
How much does an Autotask integration cost?
It depends on what's involved. After a discovery call we'll give you a written scope and a fixed quote, so you know the full cost before any work starts.
What happens when Autotask updates its API?
We offer ongoing support to keep your integration current as Autotask changes, so you're not left with something that quietly stops working.
Do you also develop for HaloPSA?
Yes. We build integrations, runbooks and custom tools for Halo too. See our Halo software development page for more.
Need Autotask to do more?
Tell us what you're trying to automate and we'll scope your Autotask software development project.
