Datagate Services Team | June 11, 2023
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.
🚨 URGENT ANNOUNCEMENT 🚨
The Datagate development team has been working diligently on some exciting new features. To prepare for enhancements that we are making to our Public API, we had a major internal update that may have an impact on the layout of your invoices and reports within Datagate. While we do not anticipate any issues, we recommend taking a precautionary step to ensure a smooth transition.
To minimize any potential disruption to your invoice layouts and reports, especially if you have modifications specific to your needs, we kindly suggest you generate a single sample invoice (which can be promptly deleted) before the end of this work week. Furthermore, if your operational workflows involve the use of reports generated from Datagate, we advise running these reports prior to the end of this work week as well. If these samples run successfully, you are all ready for your usual invoicing process on your chosen date.
In the event that you encounter difficulties logging in to Datagate after the upgrade or notice any unusual behavior, we suggest following the troubleshooting steps outlined below:
- Refresh your browser
- Log off Datagate
- Clear your browser cache (instructions for this can be found through a simple internet search)
Our team is always committed to providing you with the best possible support. Should you encounter any difficulties or have any questions, please reach out to our dedicated customer support team at support@datagate.com.
⚡️ What's New? ⚡️
Table Of Contents
- 🖥 Platform Updates
- 🦉 ConnectWise Integration
- 🧰 HaloPSA Integration
- 🛞 CSI Tax Engine
- 🇺🇸 CCH SureTax Integration [USA Only]
💻 Platform Updates
Automatic CDRs for Datagate Partners
Datagate Partners - If you supply Datagate to your resellers, you can now automatically send CDR data to their billing portal for usage rating.
If you are a Datagate distributor interested in this functionality, please reach out to Lee - lee.dubber@datagate-i.com
🦉 ConnectWise Integration
Invoice Export - $0 Invoices
You can choose to exclude $0 invoice lines from the invoice export. Enable this in Settings/ Integrations/ ConnectWise Manage.
🧰 HaloPSA Integration
Customer and Site Address Details Import
We have made additional improvements to Customer and Site address details importing from HaloPSA.
For further details please see: How to synchronize Customers and Sites with HaloPSA
Exporting Taxes [USA]
When exporting taxes with the Multiline and State Taxes checkbox, the tax description from Datagate will now export to HaloPSA.
Sites for Products
The Site assigned to a Product can now be obtained from the Recurring Invoice. Previously, it was only available from the Site on the Contract.
Contract Site Changes
A change to the Site on a Contract in HaloPSA will now automatically update Customer Products in Datagate.
Product Sync
Datagate will import Product descriptions from the Recurring invoice in HaloPSA.
🛞 CSI Tax Engine
Detailed CSI Report
The detailed CSI tax report in the Datagate portal now includes Country, State, and City columns.
🇺🇸 CCH SureTax Integration
Customer Exemptions
If you have any new SureTax customer exemptions to create, please reach out to our support team to get the Customer Number. Please do not use the new format Customer id for your SureTax exemptions.
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