Datagate Services Team | July 19, 2021
“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.
– What’s New? –
Datto Autotask PSA Integration - Phase 1
We are very excited to announce our latest PSA integration to Datto’s Autotask PSA! Loved and used by many MSPs across the world, Autotask is a powerful and intuitive cloud-based PSA platform providing a singular view of the entire business. Now, you can get visibility of the telecom side of your business in Autotask as well with Datagate’s new integration.
Getting Started - Settings
To set up the integration with Autotask PSA, head over to the Datagate portal settings page and select integrations. Here, you’ll see a new option to configure the Autotask integration.
You’ll need the following information:
Username (found in Autotask API credentials)
Secret Key (generated in Autotask API credentials)
Integration Code (found in Autotask API tracking identifier)
Customer Synchronization
You can synchronize your Autotask telecom customers/accounts to Datagate. This option is available on the main Customers page under synchronize customers if an Autotask integration is configured.
This will synchronize all the Autotask Company attributes such as name, address, phone number and any custom fields.
Only customers that are tagged as “Datagate” in Autotask will be synchronized in this process.
Invoice Export
You can also export invoice line items to Autotask as Contract charges. This includes product transactions, usage charges, taxes and surcharges.
After the export, invoices that are included will be marked as “exported”.
Autotask - Phase 2
We are just getting started with the Datto Autotask integration, stay tuned for more information and updates as we continue to add additional functionality.
CSI Tax Engine
Detail Tax Report
[CSI Tax Engine Users Only] Heads up, there is a slight change to the CSI Tax Report - you’ll notice Column U now contains the Charge Amount and Column H now contains the Tax Rate or Fee Rate.
[NEW Section] Datagate Tips and Tricks
As a part of the monthly release notes update, we will now also feature some tips and tricks to make using Datagate even easier!
Horizontal Scrolling
To scroll a page horizontally (left and right), hold the <Shift> key down when using the mouse wheel.
Column Autosize
You can quickly auto-size the width of table columns in Datagate by clicking any column hamburger menu and selecting “Autosize This Column” or “Autosize All Columns”.
Column Resize
You can quickly resize the width of table columns in Datagate by hovering over the column border and dragging to your preference.
Column Customize
To select which columns are shown in any table click any column hamburger menu and switch to column customize menu.
Quickly Copy Data
You can quickly copy data from tables in Datagate by simply right-clicking on any element and choosing copy.
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