Datagate Services Team | Aug 17, 2022
Release Notes is our update that highlights recent product improvements we’ve made so you can easily stay up to date on what’s new.
If you have any questions, don’t hesitate to contact the Services Team.
🧰 HaloPSA Integration
We are excited to announce our newest integration to HaloPSA!
If you'd like to learn more about the Datagate HaloPSA integration, please contact your consultant or Datagate support!
Please do not enable a new integration unless you are familiar with the impact on your Live system!
You can now synchronize specified customers into Datagate from your HaloPSA environment.
Datagate will automatically pull the customer details including the name, phone number, address, and even custom fields.
This can be used to create new customers or to update existing customers from the PSA. Customer sites are also synchronized to reduce manual rekeying.
Contract & Product Sync
Contracts and Products can now be synchronized from Halo PSA into Datagate as Agreements and Products through the automatic Product Sync.
Contracts with the Fixed Labor Type and Recurring Invoice Items from Halo are synced to Datagate for billing.
All of the required billing parameters such as the start and end dates are also automatically synchronized.
Invoices created in Datagate can be quickly exported to HaloPSA. When exporting invoices from the Action Invoices page, you will now see an option to export to “Halo Multiline” if the HaloPSA integration is configured.
Using this feature, you will be able to export all invoice details to your PSA including usage charges, recurring charges, taxes, and surcharges without any manual rekeying.
Customer Balances Sync
If you are using the HaloPSA integration, you can display the customer’s current balance on Datagate-generated invoices obtained from the PSA.
💻 Platform Updates
Service Item Number Column
If you have a Service Item associated with a Product in Datagate, you will now see this displayed in the Products tab of the customer account as another column.
Extra Fields Character Limit
We have increased the character limit for extra fields to 100 characters to accommodate more information.
Deleting Rate Cards and Price Books
To prevent invoice errors, Datagate will now notify you when you try to delete a Rate Card or Price Book that is active and assigned to any customers. You will see an error message with a list of active assignments.
Discounts on Kits
If you add a dollar amount discount to Kits, the discount will now be applied proportionately to all the products in the Kit before being sent to the Tax Engine for tax calculations.
[USA Only] Note: Please contact your tax partner to discuss if it’s appropriate to reduce the price of each kit component proportionately as a basis for calculating taxes.
📗 QuickBooks Online Integration
Export Invoices as Sales Receipts
You can now export Datagate invoices to QuickBooks Online as Sales Receipts rather than Invoices.
You’ll see a new option in the first step of the export wizard where you can select how the invoices should be exported.
This new feature is particularly useful if you use the QuickBooks Online auto-payment functionality.
🎩 Tips & Tricks
Sorting Data Tables in Datagate
Here's a quick video that covers how to quickly sort data tables in your Datagate admin portal: Datagate Tutorial - How To Sort Data Tables
Generating Credit Notes
Want to generate Credit Notes in Datagate? Here's a quick article that explains the best way to do so: How to Generate a Credit Note in Datagate