⚙️ Integrations

🦉 ConnectWise Integration

• External References
• How to specify permission for the ConnectWise API user
• How to Configure the ConnectWise Integration
• How to Export Invoices to ConnectWise Agreements

😇 HaloPSA Integration

• How to Use the Datagate HaloPSA Integration
• How to Configure the HaloPSA Integration
• How to create External Reference Custom Fields in Halo
• How to Set Up an Agent with Minimal HaloPSA Privileges for the Datagate Integration
• How to Synchronize Customers and Sites with HaloPSA
• How to Synchronize HaloPSA Contracts

See all 9 articles

⚒️ Datto Autotask

• How Product Sync Works Between Autotask and Datagate
• How the Autotask Customer Sync Works in Datagate
• How to Configure the Autotask Integration
• Summary of Autotask Integration with Datagate

🌐 QuickBooks Online Integration

• How to Set Up a Quickbooks Online Payment Link
• How to Update Quickbooks Online with Payments Made Using Datagate
• Quickbooks Online Setup and Sync Guide

🖥️ QuickBooks Desktop Integration

• How to Export Invoices to Quickbooks Desktop

📘 Xero Integration

• Xero Integration Guide

💵 WisePay Integration

• How to Use WisePay with Datagate and ConnectWise

💸 Authorize.net Integration

• How to set up WebHooks for Authorize.net
• How to Use Authorize.net for Receiving Payments

🧾 CCH SureTax Integration

• How to Setup SureTax Customer Exemptions
• How to Setup Suretax Customer Site Tax Exemptions