⚙️ Integrations

⚒️ Datto Autotask

• How to configure the Autotask integration
• Summary of Autotask Integration with Datagate

😇 HaloPSA Integration

• How to synchronize HaloPSA Assets with Datagate Service Items
• How to set up an Agent with minimal HaloPSA Privileges for the Datagate integration
• How to export an invoice to HaloPSA
• How to synchronize HaloPSA contracts
• How To Configure The HaloPSA Integration
• How to use the Datagate HaloPSA integration

See all 7 articles

🦉 ConnectWise Integration

• How To Configure The ConnectWise Integration
• How To Export Invoices To ConnectWise Agreements

🌐 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 Use Authorize.net For Receiving Payments

🧾 CCH SureTax Integration

• How To Setup SureTax Customer Exemptions
• How to setup Suretax Customer Site tax exemptions