https://store-images.s-microsoft.com/image/apps.22995.16030867-fa12-4d26-a4ba-e142450b7311.4f4c54cd-3818-439a-a825-ce1e82dce339.9d3ab6c0-c1ba-494a-a4d8-68fc15ea00be

TaskCentral for Business Central and AutoTask Integration

by Madhda Business Solutions Private Limited

Turn your AutoTask updates into real-time Business Central insights.

Introduction


TaskCentral is an intelligent connector built natively inside Microsoft Dynamics 365 Business Central, designed to integrate your AutoTask PSA operations directly with your financial system.

TaskCentral enables real-time, two-way sync of customers, projects, tickets, and invoices, ensuring your operational and financial data stay perfectly aligned. This means every update in AutoTask, from time entries and service tickets to contracts and invoices, instantly reflects in Business Central. Similarly, any financial or customer changes in BC automatically sync back to AutoTask.


The Challenge: Disconnected Systems = Disconnected Business


Most MSPs operate in two worlds:

  • AutoTask for service tickets, projects, and contracts.

  • Business Central for accounting, billing, and financials.

When these systems don’t talk to each other, teams face daily frustration:

  • ⏱️ Manual Data Entry: Every invoice or customer record needs to be recreated in BC.

  • 💸 Billing Delays: Approved time entries take days to appear on invoices.

  • 📉 Inaccurate Reports: Financials and operations tell different stories.

  • 🔁 Duplicate Data: Customer records quickly fall out of sync between platforms.

  • 😣 Resource Overhead: Teams spend time fixing sync errors instead of serving clients.

This results in lost productivity, cash flow delays, and frustration across teams.


The Solution: Unified Automation with TaskCentral


TaskCentral solves these pain points by acting as the single source of truth between AutoTask and Business Central.


Here’s how it helps at every stage:

  1. Customer Sync: Create and update customers automatically between systems.
  2. Project Sync: Keep project and contract data consistent for accurate billing.
  3. Invoice Sync: Push approved time entries, expenses, and charges from AutoTask into BC invoices instantly.
  4. Ticket Tracking: Ensure every billable activity is captured and invoiced — no missed revenue.
  5. Real-Time Updates: See live operational and financial data in one dashboard.
  6. No Data Duplication: All records sync automatically, reducing errors and rework.

With TaskCentral, your business processes move from manual to automated, disjointed to unified, and reactive to proactive.

At a glance

https://store-images.s-microsoft.com/image/apps.21587.16030867-fa12-4d26-a4ba-e142450b7311.4f4c54cd-3818-439a-a825-ce1e82dce339.7308cbe7-6915-4bc9-abff-d60ed79ffe9b
https://store-images.s-microsoft.com/image/apps.4879.16030867-fa12-4d26-a4ba-e142450b7311.4f4c54cd-3818-439a-a825-ce1e82dce339.bd8cf087-ad7c-4e9e-a94d-7d6fc0980791
https://store-images.s-microsoft.com/image/apps.59428.16030867-fa12-4d26-a4ba-e142450b7311.4f4c54cd-3818-439a-a825-ce1e82dce339.1c6547fb-4ddb-4c64-8751-7aaea1485019