Datagate Support | July 5, 2023
Looking to use WisePay with Datagate and ConnectWise? Read this article for an overview how to include a link to pay a Datagate invoice using WisePay.
If you have any questions, don’t hesitate to contact the Services Team.
Table of Contents
- How to update the invoice email template to include a link (URL) to login to WisePay
- How to update the invoice email template to include a link (URL) to pay the invoice using WisePay
- How to set up the integration between WisePay and Datagate
- How to set up the Process Flow
🚨This guide is for you if:
- Your customers pay your invoices using WisePay and
- You email the invoices to your customer from Datagate and
- You are using ConnectWise
How to update the invoice email template to include a link (URL) to login to WisePay
In Datagate, Navigate to Settings > Emails
Click Edit for the Invoice email. Copy and paste the existing template into notepad (or similar) as a backup.
Update the email body to include the URL for the WisePay login.
How to update the invoice email template to include a link (URL) to pay the invoice using WisePay
In Datagate, Navigate to Settings > Emails
Click Edit for the Invoice email. Copy and paste the existing template into notepad (or similar) as a backup.
Go to ConnectWise and copy the html for WisePay invoice (you can find it in In ConnectWise, navigate to Setup Tables > Invoicing > Email formats).
Paste into the Datagate invoice template.
Replace the following ConnectWise variables with Datagate ones:
- Company Id - Datagate variable is [CWCompanyId]
- Invoice Number - Datagate variable is [InvoiceNumber]
- Amount - Datagate variable is [InvoiceTotal]
How to set up the integration between WisePay and Datagate
Purpose: Download the Datagate invoice PDF if the customer chooses to download the invoice PDF from WisePay.
Firstly, request the WisePay API key from Datagate support.
For WisePay for PSA:
From the Configure Menu, Select Merchants to enter the configuration menu.
🚨 Note: you need to be a Merchant-Admin in Wise-Pay to access the configure menu.
Select the Integrations menu at the top of the screen,
Toggle to Enable the Datagate Integration and paste the Datagate API Key and press Save.
For partners with Wise-Sync / Wise-Pay
Select the Integrations Tab at the top and scroll down.
Select Is Enabled and paste the Api Key from Datagate.
Press Save.
How to set up the Process Flow
Create the invoice in Datagate.
Do not email the invoice to the customer just yet. Mark the invoice as Sent.
Export the invoice to ConnectWise in your usual manner, ensuring there is an invoice in ConnectWise with the same invoice number as Datagate.
Follow the usual process to get the invoice to the accounting system
Back in Datagate, email the invoice to the customer.
Datagate PDF can also be displayed from the Wisepay portal.
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