Integrations
Last updated
Last updated
To add integrations to your existing accounting or PSA software, go to “Integration”, click the “Configure Integration” button and select which software you would like to integrate with the rebilling system.
To connect to Autotask, select “Autotask” from the dropdown list, and click “Configure Integration”.
Enter your Autotask Username, Password and the Tracking Identifier then click “Submit”.
Once saved, you will see a notification telling you that the configuration has been done and Autotask is now integrated with your billing system.
Account - Used when mapping your partner portal end customer against an Autotask Account
Contract, Product, Material Code - We use these when you're configuring a service, creating a recurring charge and once-off. These are required when pushing Contract Cost to Autotask
Contract Cost - When the data from an invoice is uploaded to Autotask, Contract Costs will be pushed to Autotask per Invoice Item
Contract - When configuring a service you can create Contracts from the service configuration form. We can only set the Contract Name and start and end dates.
Product - When configuring a service you can create products from the service configuration form. We can only set Product Name, Description, Unit Cost, Unit Price, Product Allocation Code, Active, and Serialize.
Before you get started you need to create a new Security Role and an API Member as well as generate a public and a private API keys
Go to System > Security Roles
Click add a new role, then click the (+) button
Enter a name for the Role ID ( We will use this in the next step)
Set the following Permissions
Companies
Company Maintenance
Inquire Level to All
Contacts
Inquire Level to All
Finance
Agreements
Add Level to All
Edit Level to All
Inquire Level to All
Procurement
Product Catalog
Add Level to All
Inquire Level to All
Products
Inquire Level to All
System
Table Setup
Inquire Level to All
Go to System > Members
Choose the API Members tab
Click the plus (+) New Item button in the API Members tab
Complete the information in the New Member form.
The entered Member ID, First Name and Last Name are visible to the users.
Choose the role created in the previous step for the Role ID
Click Save or Save and Close to apply
Open the newly created API Member
Go to API Keys
In the Description field, enter a description for the API key
Click the Save You will now have your Public and Private Key displayed
The Private Key is only visible when the key is created. Store it in a safe place, if you lose the key. You will need to follow steps 1 through 4 to generate a new key and update
To connect to ConnectWise, from the dropdown list select “ConnectWise”, then click on “Configure Integration”.
Enter your ConnectWise ID, API Member ID, Public Key, Private Key and your custom URL.
Once saved, you will see a notification telling you that the configuration has been done and Connectwise is now integrated in your billing system.
Companies - Used when mapping your partner portal end customer against a ConnectWise company
Agreements and Products - This is what we set when configuring a Service, creating a Recurring and Once-off charges. This is required when pushing Agreement Additions to Connectwise.
Agreement Additions - This is uploaded to Connectwise when an invoice is generated and synced to ConnectWise. These are based of the Invoice Line items
Product - This is created from the Service Confirguration page and it creates a Connectwise Product from the Service configuration page. It requires the Description, identifier, subcategory type and customer description.
To connect to Xero, from the dropdown list select “Xero”, then click on “Configure Integration”.
Before you authenticate with Xero, the system will inform you how the integration will affect the customers saved in your system or in your Xero account. If a customer is not found within your Xero account, the system will create a new one for you.
Once you have clicked on Authenticate with Xero you will then need to be logged in.
Once logged into Xero, you will be prompted with an access request from the Rebilling System. Granting the Rebilling System access to your Xero account will provide it with the following permissions:
Organisation settings
Attachments
Business transactions
Contacts
Name, email and user profile
If you agree to all of this, clicking “Allow Access” will automatically link the Rebilling System to your Xero account.
Once successfully authenticated, you will be redirected back to the Rebilling Configuration page, but a warning will now be displayed for the “Default Xero Account Code”.
This code will be used by default on all your products, you can choose to manually change it per Product, Once off and Recurring Charges.
Contacts - Used when mapping your partner portal end customer against an Xero Contact
Accounts - This is required to retrieve the Xero Account Codes from Xero. This is used for setting the Default Xero Account Code, when configuring a service, creating a recurring charge, and creating a once-off charge
Invoice - An invoice is created within Xero with each line item matching the line items from the Rebilling System
To create a new API user, you can follow the Autotask instructions here
Video demonstration:
