Datagate Services Team | Dec 4, 2020
“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? –
NEW! Quoter Integration
Datagate now integrates with the popular quoting platform, Quoter! Read further for more information:
Setup is Quick and Easy
Configuring the Quoter integration only requires a few steps. Look out for documentation coming soon to get set up.
Quotes created in Quoter are available in Datagate
Quotes created in Quoter that are marked as Accepted, Ordered, or Fulfilled will be available to be accepted within Datagate.
Accepting Quotes within Datagate
When accepting quotes within Datagate, you have the option to either assign them to existing customers and agreements, or to create new ones.
NEW! IPPay Integration
Datagate now also integrates with, IPPay! Read further for more information:
Invoice Payments
Along with Stripe and Authorize.net, Datagate now also integrates with IPPay for payment processing.
Update: Xero Integration
We’re also constantly working to keep improving our existing integrations, here is a Xero update:
Two-way Customer Sync
You’ve already been able to sync customers from Xero to Datagate and now you can sync customers from Datagate to Xero as well!
When exporting invoices from Datagate to Xero, if there is no matching customer already there, a new customer will be created automatically.
Customer Invoice Themes
If you use different invoice themes for different customers within Xero, this one is for you!
When invoices are exported out of Datagate to Xero, the preconfigured contact Invoice Theme in the customer's settings will be applied instead of the default Theme.
Platform Updates
Default Rate Cards and Rates
Rate Cards and Rates can now be marked as default. Destinations not included in rate cards will defer to the default rate as a fallback option.
If there are no default rates or rate cards set up and a customer does not have custom ones assigned, an error will be shown on the dashboard like always.
CCH Suretax: Tax Inclusive Products
You can now make products tax inclusive (tax-free) within Datagate. These products will be priced with taxes included on the invoice.
The taxes and surcharges section on the invoice will only show taxes for the products that are not tax inclusive.
Don’t worry, tax data will still be collected and processed for tax filing and reporting.
Agreement Level Notes
You can now add notes directly to agreements, allowing you to have a different note per agreement for the same customer.
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