Introduction

AT2Sage was developed to make it easy to copy your invoices from Autotask to Sage Accounts 50.

In our business we use Sage Accounts 50 for our invoicing and Autotask for our ticketing system. Like many other businesses we can produce hundreds of invoices every month, to do this manually would be very time consuming and expensive.

What we needed was a software program to download these charges from Autotask and create them in Sage Accounts automatically for us – Autotask and Sage both give access to their data for developers to build such solutions so we knew this was possible.

A bit of research found a solution that was already available to do this, although after testing we found this did not integrate as well as we hoped. So we decided to build our own.

Although we initially built AT2Sage for use in our own business, we found many other companies interested in the program. So, with a bit of work and help from Autotask and Autotask users we have made AT2Sage available to anyone who uses Autotask and Sage Accounts.

AT2Sage has been a great success with the majority of Sage/Autotask users now using the software to sync their invoices.  We’ve had some fantastic feedback from our users, we’ve listed some of this below:

“Thanks for the latest of the Autotask Sage Integration AT2Sage. I have used it this morning to produce all my recurring invoices and within 5 minutes they are all sitting in Sage Line 50 ready to be posted, my accounts lady is very happy as it used to take all morning to type them manually and was costing me money!!

I have to say that I am glad I went with my instinct after reading posts on the forum about the issues and costs of Internetware [This is the product we tried and tested] and decided not to purchase it. For me whilst it may be a good generic application to pass data from AN application to Sage, your AT2Sage is specific for us Autotask users who have been sold on the idea of Sage Integration.

From my point of view your application is extremely reasonably priced and even assists with altering the dreaded Sage Invoice layouts which is a real bonus.

I look forward to the additional functionality”

“We would highly recommend AT2Sage – it is a great time saving solution for us when it comes to billing out of Autotask. It allows us to keep an audit trail of invoices generated within Autotask for each customer plus have our sales invoices posted in Sage in a few short time saving steps.”

“AT2Sage was a perfect solution to big integration issue between Autotask and UK customers using Sage Accounts. We would not have been able to move to Autotask without this bit of software, the link it creates between Autotask and Sage is fantastic. It keeps our customer records up to date and transfers all invoice data over to our accounts package with so much more detail that the standard Autotask export feature. I would highly recommend this product and think it is a must for anyone using Sage Accounts and Autotask.”

“A valuable tool that saves hours from not having to manually input invoices into Sage.  Easy to use and SmartIT helpful when problems occur.”

“Easy to use with good support.”

“AT2Sage was simple to install and easy to understand. It just worked, and instantly saved us time. Within ten minutes we were using it to post invoices to Sage. We had been posting Autotask invoices manually into Sage, which was a real chore and now the same process now only takes seconds. It also eliminates the odd manual error that would inevitably occur from time to time.

We email our invoices for recurring contracts and chargeable labour from Autotask, whilst still raising other invoices in Sage. AT2Sage transfers the Autotask-generated invoice numbers to Sage, which means we can easily identify which invoices have come from Autotask, and which come from Sage. With AT2Sage we can use Autotask to do what it is good at and Sage to do what it is good at too.

We had great support from SmartIT during the initial setup. It can’t be easy providing technical support to a technical support company – the only way to do it is very, very well.

I’m so impressed with AT2Sage that I have recommended it to several other Autotask users and will continue to do so. It’s well worth the money for the time you’ll save posting Autotask invoices to Sage in any other way. “

“We have been using AT2Sage for over a year to automate the import of Invoices generated within AutoTask over to our Sage 50 Accounts, this has saved us countless hours and gives us the best of both worlds. The Smart IT support team have always been quick to respond to emails and the software is updated whenever AutoTask change their systems”