Atera to Pandadoc

Integrating Atera's preeminent ERP and Pandadoc (CRM) has never been easier. Plug-in your solutions yourself using the interface of Alumio's preeminent iPaaS tool.
Alumio iPaaS integration platform
Integrate CRM Pandadoc to ERP Atera
Integrate ERP Atera to CRM Pandadoc
Atera
Pandadoc
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100%
Digitalization

Without Alumio iPaaS

Do not create a tangled IT landscape

Data silos. A lot of custom code or third-party connections result in data silos.

Lack of visibility. Custom solutions have different levels of ability to monitor, which results in notification problems when issues occur.

Negative business impact. Problems are not being notified and are troublesome to resolve, resulting in lost orders and disappointed customers which are detrimental to businesses.

Not secure and compliant. Complex integrations are not conducive to being compliant with privacy regulations nor to establish a secure IT ecosystem.

Stretched timelines. In this complex combination of integrations, it is not possible to add and connect new software to existing software without having a long and expensive IT project.

With Alumio iPaaS

Normalized entity of data

Scalable and interchangeable. Fast and seamless connectivity to apps, databases with simplified data exchange.

Happy customers. Always on top of problems with Alumio's monitoring and notifications cockpit.

Save time for senior developers. You can create 90% of the integrations without the help of senior developers. Meaning they can focus on architecture and custom coding.

Customizable interfaces without compromise. Front office and back office success rely on reliable integrations.

Easily connect legacy software. Connect to older, legacy software without getting headaches.

"Alumio makes us much more responsive, allowing us to provide the most up-to-date product information, regardless of the channel."

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How does the Atera and Pandadoc synchronization solution work?

We’ve observed their significant growth in the ERP market, the potential they have individually, and the fact that Atera and Pandadoc work very well together. Let’s see how easy we could link Atera to Pandadoc, so you can open up a wild range of possibilities for your business.

why we choose Atera

Atera software provides remote support, RMM, billing, reporting, and help desk for small to medium-sized IT service companies.

to link to Pandadoc

PandaDoc is a comprehensive digital document solution developed with efficiency in mind. Create, track, send, and electronically sign documents from a user-friendly intuitive platform. You can also boost your CRM with PandaDoc integrations. PandaDoc is the perfect platform to manage all organizational documents in one place, including quotations, proposals, contracts, HR documents, and more. You can easily create media-rich documents and access completed documents from the platform at any time.

Alumio is the leading 'no-code' integration platform as a service for Pandadoc to get Atera files imported and connected. As a Symfony iPaaS Alumio opens the door to no-code integration solutions for your business. Alumio's tooling allows you to use and adjust your Atera import templates. With Alumio's integration solution, your integration scales with your business needs.

Alumio is the leading 'no-code integration platform as a service for digital commerce. Alumio's iPaaS (Platform as a Service) offers pre-built integration templates for Atera and Pandadoc, to kickstart your project and to have your basic integrations up and running in no-time. Alumio's tooling allows you to adjust these pre-built integration templates and to create extra data routes via the user-interface. With Alumio's iPaaS integration solution, your connection scales with your business.
How does the "Atera - Pandadoc" connector work?

Offer your business an unique integration to arrange the integration and authentication to Magento and SAP.

1 Plug-in Atera to Pandadoc API
This connector offers an a ready-to-use feature to connect connection to manage the connection and authentication to both Atera and Pandadoc.
Plug and play connect Pandadoc API Alumio offers an off the shelf feature to link to the API of Pandadoc CRM. Very simple via the interface of Alumio. Plug and play connect!
Plug and play connect Atera API The connector connects to the API and arranges all technical stuff such as oAuth2 authentication, requesting refresh tokens, handling security, etc. These pre-built integration templates help you to kickstart your connection because a lot of work is already done.

This connector offers an a ready-to-use feature to connect connection to manage the connection and authentication to both Atera and Pandadoc, and protocols like sFTP and OCI Punch-out.

Plug and play sync Atera files from servers (sFTP) or link to OCI Punch-out.

Alumio offers an off the shelf feature to link to fileservers when customer pushing the Atera files to a file server, to read attachments (Atera files) from emails or to link the OCI Punch-out protocol. These integrations can be created via the interface of Alumio. Plug and play link your Atera files

Plug and play link Pandadoc API

The connector connects to the Application Programming Interface (API) of Pandadoc and arranges all techinicalities such as, oAuth2 authentication, requesting refresh tokens, handling security, etc. These connector templates help you to kickstart your connection where a lot of work is already done.

2 Data routes delivered by the Atera - Pandadoc
2 Import template for Atera formats can be re-used
Connector templates are re-usable working integrations for certain data formats, where the transformers and mappers to adjust the data have been saved as a template. These pre-built integration templates help you to kickstart your connection because a lot of work is already done.

The Atera - Pandadoc also delivers a set of data routes (as can be seen in the right column.) Its design studio features allow you to customize data routes to match your specific Pandadoc configuration.

You can create mappings for your Atera formats, which can be saved as pre-built integration templates. These templates are re-usable working integrations for certain data formats, where the transformers and mappers to adjust the data can be saved as a re-usable template. These pre-built integration templates help you to kickstart your integrations for other customers because a lot of work is already done.

3 Installation and customization
To test the connection you only need to fill in your credentials for the REST APIs of Atera and Pandadoc to activate the connection between Atera and Pandadoc.

To test the connection you only need to fill in your credentials for the REST APIs of Pandadoc and, if used, for the OCI Punch-out protocol or used fileserver (sFTP) to active the synchronization between Pandadoc and your Atera files.

Plug-in API Atera and Pandadoc
Plug-in Atera files to the API of Pandadoc
The Atera connector template is available for kick-starting your project. Alumio has created a so-called integration template that connects the Application Programming Interface (API) of Atera This API-led integration strategy makes sure that your business benefits from a standardized and optimized connection, that evolves alongside Atera Pandadoc. The only thing you have to do is map the data from your other API (endpoint) Pandadoc

The Pandadoc connector for Atera automatically synchronizes data entities between Pandadoc and Atera. The API-based connection allows for data available in Pandadoc, such as contacts, targets, quotes, deals, notes, and meetings to be connected to Atera ERP.

Alumio provides an IT-landscape to get rid of data silos, creates an integration software ready for future growth, and provides your business with a normalized data entity so that you can link any tool any time.

Alumio has created a connector template that connects to Pandadoc Application Programming Interface (API) and several protocols to export or import Atera files. This API-led integration strategy makes sure that your business benefits from a standardized and optimized connection, that evoles alongside the Pandadoc platform. The only thing you have to do is map the data from your Atera files. Alumio provides an IT-landscape that eradicates data silos, to create an integration software ready for future growth, and provides your business with a normalized data entity so that you can link any tool at any given time.

Atera to Microsoft Dynamics 365 CRM integration.
Atera to Salesforce integration.
Atera to SugarCRM integration.
Atera to Teamleader integration.
Atera to Zoho CRM integration.

Integrate Atera with anything

Atera software provides remote support, RMM, billing, reporting, and help desk for small to medium-sized IT service companies.

Integrate Pandadoc with anything

PandaDoc is a comprehensive digital document solution developed with efficiency in mind. Create, track, send, and electronically sign documents from a user-friendly intuitive platform. You can also boost your CRM with PandaDoc integrations. PandaDoc is the perfect platform to manage all organizational documents in one place, including quotations, proposals, contracts, HR documents, and more. You can easily create media-rich documents and access completed documents from the platform at any time.

XL-ENZ to Pandadoc integration.
Sage to Pandadoc integration.
SAP to Pandadoc integration.
NetSuite to Pandadoc integration.
Microsoft Dynamics 365 to Pandadoc integration.
Exact to Pandadoc integration.

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