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Sync Autotask data to Sourcetable

Autotask

Autotask is a powerful, cloud-based Professional Services Automation (PSA) platform that provides businesses of all sizes with a singular overview of their operations, in order to make data-driven decisions and improve their service, productivity and profitability. The platform is also used to track key PSA metrics like First Call Resolution and Resource Utilization.

Sync Autotask data to Sourcetable


Autotask logo
Sourcetable logo

Find out how to make the most of your Autotask task management data with Sourcetable

Sourcetable Benefits

Data & analytics

Autotask’s intuitive PSA user interface automates and categorizes project workflows, helping to ensure projects are completed on-time, on-budget, and on-spec. Syncing data to Sourcetable lets users combine findings from Autotask projects with inputs from other key platforms and databases, easily and at a glance, to inform business decisions.

Different charts and graphs as an example of data and analytics like Churn, LTV, ROAS, etc.

Automation

Sourcetable can be used to intuitively automate data and processes from Autotask and other platforms, freeing up time to focus on other important aspects of your business.

An example interface to create an automation when sales surpass certain number

Accessibility

Compile data from Autotask and multiple other databases and platforms in one easy-to-use spreadsheet, without the need for additional coding - making it accessible to everyone on your team, all in one place.

Team member avatars around Sourcetable as an example of easy access to data for everyone

Accessibility

Sourcetable’s full suite of visualization tools meets all your reporting needs. Create visually striking charts, graphs, conditional formatting and pivot tables, and share among your team to highlight the metrics that matter most.

Find out how to get the most from Autotask with Sourcetable

A Magic Wand

Smart Templates

Use out of the box, tried and tested templates to cross-reference Autotask data, and enhance ongoing collaboration across your entire organisation.

A Magic Wand

Quick Analysis

Analyse Autotask PSA data quickly and easily in intuitive cross-channel reports.

A Magic Wand

Ease Of use

Compile all relevant Autotask data into a single spreadsheet, identifying key insights behind the numbers so you can assess and improve ongoing projects.

Who uses Autotask data in Sourcetable

🤝 Managed Service Providers

👨‍💻 Developers

🚀 Founders

👷🏿 Project Managers

Sample companies

Online businesses integrating Autotask with Sourcetable have access to all relevant data on projects, issues, workflows and collaborators.

  • B2B Platforms

  • Software as a Service

    (SaaS) companies
  • B2C Marketplaces

What makes Sourcetable special?

A Magic Wand

Interconnectivity

Connect, sync and query your Autotask PSA data alongside findings from 30+ other sources, driving decisions and improving ongoing projects

A Magic Wand

Automation

Automate your Autotask data and processes, freeing up time to focus on other projects and business ventures

A Magic Wand

Collaboration

Sourcetable spreadsheets are designed to be intuitive and user-friendly, so anyone can view key data from Autotask - and other collaborative platforms such as Jira and Asana - at a glance without code.

Frequently Asked Questions

How do I sync Autotask data to Sourcetable?
Sourcetable is currently in Closed Beta. Sign up to the Beta here to tell us a little about yourself and request information on how to sync your Autotask data.
How easy is it to visualize my Autotask data using Sourcetable?
Sourcetable spreadsheets are designed to be intuitive and user-friendly, so anyone can view key data from Autotask - and other collaborative platforms such as Jira and Asana - at a glance without code.
Can I use Sourcetable to query data from multiple PSA platforms?
Sourcetable enables users to combine findings from multiple platforms, to better understand the relationships among available data, gain new insights and identify new opportunities.




Connect your Autotask Data

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