Lee Dubber
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Release Notes v2025-02 and v2025-03
Datagate Services Team | March, 2025 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. 🎉 In this release, we'd like...
Release Notes v2025-1
Datagate Services Team | January, 2025 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. 🎉 In this release, we'd ...
How to Synchronize HaloPSA Contracts
Datagate Support | Nov 24, 2023 Read this document for an overview of how to synchronize HaloPSA contracts. If you have any questions, don’t hesitate to contact the Services Team. Table of Con...
How to Set Up an Agent with Minimal HaloPSA Privileges for the Datagate Integration
Datagate Support | June 8, 2023 Read this document for an overview of how to set up an Agent with minimal HaloPSA Privileges for the Datagate integration. If you have any questions, don’t hesitate ...
How to set up WebHooks for Authorize.net
Why you might want to do this When authorize.net is used to pay an invoice, it's possible that the payment might be considered "successful" at the time, but fail at a later time. If the payment fa...
How the Autotask Customer Sync Works in Datagate
Autotask will be the "source of truth". Data is imported/updated from Autotask to Datagate Set the Customer in Autotask If you want an Autotask Customer to import to Datagate, Please set the follow...
How Product Sync Works Between Autotask and Datagate
If you have configured the Product Sync from Autotask to Datagate, the following will happen on a regular basis Customers and Sites will be Synchronized with Datagate - Autotask is the Master for c...
How to Use Authorize.net for Receiving Payments
Datagate Support | Sept 23, 2022 Follow this document to learn how to use Authorize.net for receiving payments. If you have any questions, don’t hesitate to contact the Services Team. Pre-Requi...
How to Send Receipts for Payments to Your Customers
If your Customers pay their invoices through Datagate, you can have a receipt sent to them. Prerequisites You must have configured an integration of one of the available payment processors. Your ...
How to Enable Two-Factor Authentication (2FA)
Datagate Support | April 17, 2022 If you have any questions, don’t hesitate to contact the Services Team. Before you enable two-factor authentication: Please check all Datagate users know their...