Simplifying safety administration is a crucial step towards higher safety with out sacrificing operational effectivity. With the added functionality of automating processes by integrating with standard instruments, safety administration may ship streamlined workflows.
OpenText™ Safe Cloud gives billing reconciliation by integrating with standard instruments similar to HaloPSA, ConnectWise PSA, AutoTask, and Kaseya BMS so you possibly can automate lots of the processes that might usually require handbook enter. These integrations assist enhance effectivity and cut back human error.
HaloPSA integration delivers:
Automated bill retrieval—The platform retrieves the month-to-month bill from AppRiver, itemizing all recurring providers bought throughout the earlier interval.
Easy bill comparability—On the contact of a button, you possibly can evaluate and replace any variations straight inside HaloPSA.
Easy setup—Hyperlink prospects, recurring invoices, and merchandise as soon as and the system will keep in mind your settings for subsequent time.
ConnectWise PSA integration delivers:
Seamless bill administration—Much like HaloPSA, the AppRiver bill is robotically loaded into the platform, saving you effort and time.
Straightforward linking—The primary time you employ the combination you possibly can hyperlink corporations, agreements, and merchandise, making certain that future bill retrieval is easy and quick.
Customizable—If any agreements or merchandise are lacking in ConnectWise you possibly can add them straight from inside the platform.
AutoTask integration delivers:
Environment friendly bill updates—The combination means that you can load and verify AppRiver invoices shortly.
One-time setup—Hyperlink your prospects, contracts, and providers as soon as and the system will keep in mind your settings for subsequent time.
Fast additions—If a contract or service is lacking, it’s straightforward to create it inside the platform, lowering downtime.
Kaseya BMS integration delivers:
Bill and contract validation—AppRiver invoices are robotically retrieved and validated towards your Kaseya BMS contracts, providing updates the place wanted.
Effectivity—If service portions don’t match, you possibly can replace them straight inside the system.
Easy linking—Arrange by linking prospects, contracts, and providers as soon as and future updates will probably be swift and hassle-free.
These integrations with OpenText Safe Cloud aid you handle recurring providers, validate invoices, and replace your techniques effortlessly. They prevent time, cut back errors, and allow a smoother, extra linked workflow throughout a number of platforms.
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