Autotask Connector

With Spinpanel Autotask connector you can manage recurring contracts in Autotask.

Spinpanel manages these contracts by updating services and charges against the contract with the actual quantities and usage retrieved from Office 365, Azure and custom services.

You can map services to existing contracts in Autotask or you can have Spinpanel create a new recurring service contract for you.

On a customer level, every license based service (Office 365 & custom) can be set up to handle pricing in Autotask or in Spinpanel. Every time Autotask connector synchronization runs, the actual quantities on these services in Spinpanel will be checked against the Autotask contract and will be adjusted if needed.  

Usage based services (Azure) can be synced on a monthly basis as charges against the contract. You have the option to bundle all usage as a single charge on the contract or show all products as individual line items. 

Before you can start using Autotask connector you need to enable and configure it.

Follow this guide to Enable the Autotask Connector.

 

There are a number of steps that need to be taken after the Autotask connector is enabled.

The following needs to be setup in Spinpanel for the connector to work properly. Each step has a link to the KB explaining how to complete this process. In the articles it explains when it may be necessary to repeat these steps. 

 

  1. Map customers to an Autotask customer
  2. Enabled billing on your subscriptions
  3. Map services & products to an Autotask contract
  4. Map services to an Autotask service
  5. Setup Azure usage based billing