ConnectWise PSA

Features:

• Customer account synchronization - Customers within ConnectWise are marked as “telecom” to indicate that they are to be synchronized with a corresponding Datagate customer account. This prevents the need for double-keying the entry and maintenance of customer details for the two systems.
• ConnectWise Agreements synchronization - Datagate is also able to synchronize Agreements set up in ConnectWise Manage. This lets you use ConnectWise Sell to create a Quote then turn it into an Agreement in ConnectWise Manage, which Datagate is able to bill directly from, without the need for re-keying.
• Datagate Invoice export to ConnectWise Manage - Datagate telecom invoices can be exported to ConnectWise Manage via API. This enables users of ConnectWise to see the full picture of billing and activity for all customer accounts and agreements. From here, Datagate invoices can be passed to the accounting system.
• Datagate integrates with popular telecom tax engines - Datagate integrates with the most popular Telecom Tax Engines, including Avalara, CCH SureTax and Compliance Solutions. This enables Datagate to produce telecom invoices in the United States, that comply with all state, county, city and federal tax jurisdictions.