How Product Sync Works Between Autotask and Datagate

If you have configured the Product Sync from Autotask to Datagate, the following will happen on a regular basis

Customers and Sites will be Synchronized with Datagate - Autotask is the Master for changes

Datagate will look for additions or changes to Contracts that match the Contract Type and Contract Category specified in the Configuration

Autotask Value	Datagate Value	Note
Service Name	Code
Invoice Description	Product Label
Description	Notes
	Agreement	Using Datagate Settings/Integrations/Autotask - Use Default Agreement. If the box is unchecked, we import the Autotask Contract and its services. If the box is checked, all Services are imported and assigned to Datagate "Default Agreement"
	Site	This is unavailable in Autotask. Please assign Sites using Datagate UI.
initial "Service Effective Date"	From	Note any changes to this Service in Autotask won't update the Service Effective Date
	To	Contract End Date
	In Advance Settings	From Datagate Settings/Integrations/Autotask
	Allow Pro Rata	From Datagate Settings/Integrations/Autotask
Unit Cost	Cost	If you make changes, the change will take effect in Datagate after that date passes.
Unit Price	Sell	If you make changes, the change will take effect in Datagate after that date passes.
Units	Quantity	If you make changes, the change will take effect in Datagate after that date passes.
	Tax Code	From Datagate Product Template. Product Templates should be loaded in Datagate before Product Sync is enabled

Notes - Autotask has an array of Charges for each Service, and a date that Charge takes effect. Datagate will use today's charge.