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  1. Datagate - Help Centre
  2. Setting Up Datagate

Setting Up Datagate

Other

  • Datagate report to help with 477 filing
  • Using Authorize.net for receiving payments
  • Xero Integration Guide
  • Quickbooks Online setup and sync guide
  • Datagate GDPR Overview

Customer Setup

  • How to synchronize Customers and Sites with HaloPSA
  • How to create Pro Rata charges for mid-month quantity adjustments
  • How to Add and Edit Product Templates
  • What is Global Service Items?
  • How to Add and Edit Customer Service Items
  • How to Assign Rate Cards and Pricebooks
See all 9 articles

Setting Up Rate Cards / Pricebook

  • What is Global Rating?
  • How to Add Rate Cards
  • How to Add Price Books

Portal Settings

  • How to Change Invoice Numbering
  • How to Change Your Password
  • How to configure HaloPSA integration
  • How to Customize the Customer Portal
  • How to Enable Extra Fields
  • How to enable Two-Factor Authentication (2FA)
See all 11 articles
Datagate - Help Centre