Data & administration · Service Automation Suite
Re-entering data, investigating differences and fixing mistakes. Service Automation Suite connects records and checks so one change does not create work everywhere.
Sound familiar?
A department or contact detail changed, but not in every tool.
Service Automation Suite reads AFAS or Youforce, for example, matches the person and updates agreed data in TOPdesk, for example.
Less retyping and fewer conflicting versions of the same record.
Hours are recorded, but finance receives them through separate exports.
Service Automation Suite connects service time records to AFAS, for example, using your customer codes, checks and processing rules.
See what was processed and which record still needs correction.
Every integration has to identify the same customer or owner again.
A customer can have different identifiers in Dynamics 365 and your service tool. Service Automation Suite maintains the relationship between those records centrally. Further integrations reuse the same matching and source rules.
Build on shared rules rather than creating more separate lists.
Connecting your tools
Define the authoritative source per field. Connect customer data from Dynamics 365 Sales, administration from Business Central and records from your service tool, for example. Service Automation Suite matches relationships, checks differences and updates agreed fields.
Not a solution only its builder understands. Together, we define data relationships, mappings and rules for reuse in future processes. We agree who tests and maintains them so a colleague can take over.
Your process leads
Other tools? We review the capabilities, APIs and permissions in your environment. Your existing systems remain where you work.
From plan to delivery
The integration is one part. The surrounding agreements make it work.
The authoritative source and how to recognise the same person or customer are not always clear. We define those relationships and source rules together and reuse them. Discrepancies are checked rather than silently overwritten.
No. We start with existing systems and available interfaces. Define where each data item is managed and where it is needed. Service Automation Suite handles configured processing and feedback; source systems retain their roles.
GGz Centraal
GGz Centraal replaced a proven automated joiner, mover and leaver process without compromising quality or reliability.
Read the customer storyPreserving an existing employee workflow during a replacement.
Interstellar
Interstellar uses Service Automation Suite as a process layer between TOPdesk time tracking and financial processing in a growing MSP organisation.
Read the customer storyTime records connected to financial processing.
Start with what is stuck today
Bring a list, source or recurring correction. We will identify the authoritative data and the first processing step to connect.
From question to execution
Point-to-point integrations become fragile and difficult to manage as volumes and exceptions grow.
Dataflow Composer structures sources, transformations and output; API Composer handles system interactions.
Reusable data flows with better management and less custom development.
Employee data is often maintained in several places and gradually becomes inconsistent.
Service Automation Suite uses AFAS or Youforce as the source and synchronises relevant employee data to TOPdesk in a controlled way.
Less duplicate administration and more current employee data for service processes.
Time may be recorded, but validation, aggregation, exceptions and recharging still require manual checks. This causes corrections, delays and dependence on individual knowledge.
Service Automation Suite retrieves relevant time entries, enriches and validates them, applies agreed rules and forwards only complete, valid data to the financial process. Exceptions remain visible for targeted follow-up.
Less administration, fewer corrections, faster billing and a repeatable route from service records to financial processing.
From delivered services, assets or licences to verifiable billing across multiple customers.
MSP billing involves time, assets, licences, contracts and exceptions; manual reconciliation does not scale well.
One reusable process model across customer environments, with logging, approvals and an audit trail.
Your process is not your application: retain policies, process logic and control while the underlying technology changes.
When business logic lives in scripts or a single application, every migration means rebuilding the process.
Technology changes. Processes and control remain.
From actual usage to verifiable billing.
Usage, contractual agreements and billing often sit in different systems, leaving reconciliation as manual work.
Usage sources and financial systems remain replaceable; Service Automation Suite monitors the chain and its exceptions.
Your process leads. The tools can vary. We configure connections around the capabilities and permissions in your environment.
Explore all integration examplesOne foundation. More possibilities.
Your data layer makes different systems useful to the same process. Preserve meaning and relationships, not just a copy of a field.
Define where people, companies, assets and ownership are managed. Not every field needs to come from the same application.
Maintain identifiers from different tools in central tables. Reuse established relationships instead of matching names again for every connection.
Map agreed fields and option values to the receiving application. The same translation table can support several integrations.
Check completeness, duplicates and conflicts. Uncertain matches or missing data receive targeted follow-up.
Record what was updated and what failed. Correct the cause and reprocess the relevant work without manually reconstructing the administration.
Relationships, mappings and process agreements have a recognisable place in the same environment. Colleagues can follow configuration and processing without first reconstructing the original builder’s personal approach.
Your process keeps evolving after go-live. Handle an extra field, changed owner, new exception or small workflow change from the same foundation: adjust it, review the impact, test it and track processing. Agree who manages it, who reviews changes and when our support is needed.
Start with one use case. Connect customer, employee and asset data, for example, and agree which source is authoritative. Reuse those relationships, a matrix where needed and configured actions in the next workflow. Agree who maintains the data and rules. Expand without repeatedly connecting and maintaining the same information.
A person or organisation has a different name in the source than at a customer or supplier. Matching text again can create incorrect or duplicate relationships.
Procurement, a supplier and technical inventory each hold part of the picture. A delivered asset is not automatically assigned to its correct owner.
A source request can succeed while data is missing, differently coded or not yet fully retrieved.
Configure the missing API request, input and output in API Composer. Use its response in the next step and combine it with data tables, forms and automations. Extend the same product and reuse the configured building blocks.
Use Service Automation Suite to update a ticket in TOPdesk, for example, with fields available through its API, such as category, priority, status and support group. For another application, configure its request and field mapping. The outcome determines the next action: confirm, add information or request review, not merely check whether the request arrived.
Build it yourself: explore the technical approachNeed to publish data or let others submit it? Endpoint Composer exposes a configured Service Automation Suite data object with selected methods and security profiles. Other building blocks handle subsequent processing.
