MSP Automation · Autotask-native

Stop counting
licences manually.

ContractBridge automatically connects your MSP portals to Autotask. Quantities are tracked, licences synced and contract lines updated — without you having to check every month.

Request a DEMO → How does it work?
ContractBridge · Sync Dashboard
Portal / CustomerCountStatus
🔵MS365 – Acme BV 47 Status
🟣SentinelOne – Logistiek 38 Status
🔴Datto RMM – Zorg BV 92 Mapped
🟢DUO MFA – Finance NL 23 Status
🟡Pax8 – Retail Group 15 ...
🔵Unifi – IT MKB 6 Status
↻ Syncing — 3 of 11 portals
✅
Autotask updated47 contract lines synchronised
⚡
0 manual actionsFully automatic
17+
Portal connections
100%
Autotask-native
< 60s
Sync duration
0
Manual actions

Integrations

One connection. All portals.

ContractBridge retrieves quantities from your portals and — after your mapping — automatically places them in the correct Autotask contract. Set up the connection once. After that, updates run automatically on the schedule you choose.

🔵
Microsoft 365
Licences & users
API
🟣
SentinelOne
Endpoint protection agents
API
🔴
Datto RMM
Managed devices & agents
API
🟢
DUO MFA
MFA users & devices
API
🔷
Unifi
Network devices & sites
API
🔴
ManageEngine MDM
Mobile devices & licences (cloud)
API
🔴
ManageEngine MDM MSP
Mobile devices & licences (on-premise)
API
🔵
ALSO
Subscriptions & products
API
🟠
SpamExperts
Mail filter domains
API
🩵
Pax8
Cloud products & seats
API
🟡
Altaro
Backup licences & agents
API
🔴
FortiManager
Firewall devices & lic.
API
🟤
Zabbix
Monitoring hosts & alerts
API
🔵
Ingram Micro Cloud
Cloud subscriptions
API
🟢
TD SYNNEX StreamOne Ion
Cloud products & seats
API
🟣
Copaco Cloud Platform
Cloud products & seats
API
📂
Universal import NEW
Cloud products & seats
UNI
17 sources
Portals & imports
API · CSV · REST · Webhook
Engine
🔗
ContractBridge
Mapping · Sync
REST API · Contract update
Target
🎯
Autotask
Contracts · Billing

How it works

Set it up once, we keep it running.

From zero to a fully working sync happens faster than you think. Most MSPs are up and running within an afternoon.

01

Connect portals

Connect your portals to ContractBridge. We help you do that. The first sync immediately shows what is correct and what still needs to be mapped.

02

Map customers

Tell us which portal customer name belongs to which Autotask customer. You do this once. ContractBridge remembers.

03

Map products

Assign portal products to the correct Autotask service lines. Set formulas if quantities need to be calculated.

04

Set a schedule

Choose how often ContractBridge synchronises — daily, monthly or at a fixed time — configurable per portal.

05

Contracts updated

From that point on ContractBridge works in the background. Contract lines are updated. You don't need to check — unless you want to.

What ContractBridge does

Manual counting costs more than you think

At the end of every month many MSPs compare lists side by side. Who has how many licences? Does that match the contract? It is work that has to be done, but it delivers nothing. ContractBridge takes it over — not as a quick fix, but as a system that simply does its job.

🔗

Customer mapping

Not every customer has the same name in every portal. You link the portal name to the correct Autotask customer once. ContractBridge remembers it from then on.

→ Variant spellings and aliases are also recognised and handled correctly.
📦

Product mapping

Assign a portal product or licence to the matching Autotask service line. Multiple products can map to one service line if that is what your contract specifies.

→ Merging, splitting or transforming product names is fully supported.
🔢

Quantity updates

Actual quantities are automatically retrieved and updated in the correct contract. You choose how often: daily, monthly or at a fixed time.

→ Only changed lines are updated, keeping the process fast and clear.
⚙️

Stable API connections

Every connection uses the portal's official API. No detours, no fragile scripts. The connection is reliable — even when the portal releases updates.

→ OAuth 2.0 and API key authentication are both supported, configured per portal.
📊

Logging & insight

Every sync is recorded: when, from which portal, what the previous value was and what it is now. Useful when customers ask questions, and handy during audits.

→ Logs can be exported as CSV or viewed live in the dashboard.
🚨

Anomaly alerts

Set a threshold per product. If something unexpected happens — a sudden spike or a notable drop — you receive an alert. This prevents surprises on the invoice.

→ Alerts via email or Teams webhook, configurable per portal or per product.
Dashboard
// Live sync dashboard

Mapping engine

Map once, done forever

ContractBridge remembers your customer and product mappings. Not every customer has the same name in every portal — we know that. That is exactly why the mapping is designed so that you invest time once and never have to touch it again.

  • ✓
    Portal customer name → Autotask customerLink "Acme Ltd" in MS365 to customer ID 1042 in Autotask. Aliases and variant spellings included.
  • ✓
    Portal product → Autotask service lineAssign "Microsoft 365 Business Premium" to your own service name. You decide the naming in Autotask.
  • ✓
    Quantities → update contract lineThe synchronised quantity is written to the correct contract line. The log shows the previous value, the new value and the timestamp.
CSV / Excel
REST endpoint
Webhook
Universal import
📂

Drop your file here or click to upload
Export from your portal and import directly into ContractBridge.

.csv .xlsx .xls .tsv .json REST API Webhook
Customer name (portal)ProductCountStatus
Acme BV AntiVirus Pro 38 ✓ Mapped
Logistiek Noord Backup Agent 12 ✓ Mapped
Finance & Co MDM Device License 25 ✓ Mapped
Retail Groep NL Cloud Storage 1TB 7 ⏳ Pending
Zorg Gelderland Security Awareness 44 ✓ Mapped
🌐
Every portal. Always.Even without a native API integration
New product

Universal import

Portal without an API?

Not every portal offers a direct connection. Some systems export a file; others have their own endpoint without an official integration. That is the reality, and we have accounted for it.

With the Universal import you upload a CSV or Excel export from any portal. You specify once which column contains the customer name, the product and the quantity. ContractBridge does the rest — same mapping engine, same result in Autotask.

Does your portal have its own REST endpoint? Enter the URL and authentication details, map the JSON fields visually. No code required. ContractBridge retrieves the data automatically from that point on.

📄
CSV & Excel uploadExport from your portal and drop the file into ContractBridge. Column recognition works automatically, even when the column order changes.
🌐
Connect your own REST endpointEnter a URL and authentication. Map the JSON fields visually. ContractBridge does the rest — without writing any code.
🔔
Incoming webhooksLet portals actively push changes to ContractBridge. As soon as something changes, Autotask is updated immediately.
🗓️
Scheduled importsSet up a schedule for file imports from a fixed location such as an SFTP folder or SharePoint. Fully automatic, even for portals without an API.
Learn more → All features

Consumption data

Consumption changes every month. Your invoice should reflect that.

Licences have a fixed price per unit. But consumption data works differently. Azure Consumption, storage usage, data bundles, hosted services — usage varies every month. Yet that consumption must end up on the right contract, with the right description.

ContractBridge imports consumption data as contract charges on an Autotask contract. You decide the description for each charge yourself — "Azure consumption October", "Extra storage GB", or whatever fits your service delivery. The amount, period and description are automatically read in and added to the correct customer contract.

No more manually re-typing Excel exports. No invoice lines that don't match. Just an accurate, traceable charge on the contract — every month.

⚡ Azure Consumption Import Azure consumption data directly from the Cost Management export. Costs are read per resource group or tag and added as a separate charge on the contract.
📝 Custom description You decide what text appears on the charge. Fixed template, variable values or a combination — ContractBridge fills it in automatically per customer and period.
📅 Period import Consumption data is always linked to a period. ContractBridge records the correct start and end date per charge, so your customer knows exactly what they are paying for.
🔍 Transparency per line Every imported charge is traceable. You see the source value, description, amount and date — in the dashboard and in the audit log.
🔗 Alongside licence sync Consumption data and licences work side by side on the same contract. ContractBridge keeps both separate and synchronised.
Learn more →
Example: Azure charge on contract
Autotask · Contract Charges
Azure Consumption — Compute
€ 284,60
01-10 / 31-10 Azure vm-prod-nl-01
Virtual machine usage — Standard D4s v3 · 744 uur
Azure Consumption — Storage
€ 38,20
01-10 / 31-10 Azure stg-backup-prod
Blob storage — LRS · 4,2 TB verbruikt
Hosted Exchange — extra mailbox
€ 12,50
01-10 / 31-10 Exchange shared-mailbox
Gedeelde mailbox overschrijding 50 GB limiet
Totaal verbruik oktober € 335,30
✏️
Vrije omschrijving per charge U bepaalt zelf de tekst. ContractBridge vult die automatisch in.

Reports

Always know what is running. And what was running before.

Licences change. Customers grow, shrink, switch packages. After a few months nobody knows exactly how many licences were active at a specific point in time for which customer — unless you keep good records.

ContractBridge keeps those records. Per customer you see which licences are currently active, how many of each product are running and what has changed over the past months. Per vendor you see the total overview: how many licences are under your management right now, and how that has developed.

That last point is particularly useful when checking invoices. If your vendor invoices you for 340 Microsoft 365 Business Premium licences, you can compare that directly with your own records. If something does not match, you can see exactly when the discrepancy occurred.

Per customer

A complete overview of all active licences per customer. Which product, how many units, since when, and what changed in the last period. Useful during customer conversations, contract renewals and invoice disputes.

Per vendor

A consolidated overview of all licences running through a vendor — across all your customers. How many licences are currently active? How many were active last month? And what was that a year ago?

Historical overview

ContractBridge stores every synchronisation. This means you can look back: how many licences were active at any given moment? That makes it possible to verify an invoice against the actual situation for that specific period.

Request a DEMO →
Per leverancier
Per klant
Licentieoverzicht per leverancier Oktober 2024
Leverancier / Product Nu Vorige maand +/−
Microsoft 365 ———
Business Basic 187182+5
Business Premium 340347−7
Exchange Online P1 54540
SentinelOne ———
Singularity Core 523498+25
Pax8 · Altaro ———
Backup Agent 211208+3
Totaal beheerde licenties 1.315
📅
Historisch beschikbaar Terug tot eerste sync
📤
Exporteerbaar CSV · Excel · PDF

We know the MSP business from the inside

ContractBridge was built by people who know how an MSP environment works in practice. Not every customer has the same name in every system. Not every portal exports in the same way. We don't deliver a black box — we deliver a system you understand and can trust.

Request a DEMO → View all integrations
Team

Request a DEMO

Let's see what ContractBridge can do for you

No standard sales pitch. We simply show you how ContractBridge works in an environment similar to yours. Then you decide whether it is right for you.

Schedule a 30-minute call. We take the time to understand your situation before we show you anything.

✓ Demo in an environment similar to yours
✓ Response within one business day — no automated emails
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