Datagate Integration with ConnectWise Manage (CWM)
Datagate can be configured to send billing and product data to ConnectWise Manage (CWM), enabling businesses to consolidate billing information. The integration sends data in two parts:
a) Billing/Invoice Data
- Datagate billing/invoice data is sent to CWM as a Miscellaneous Invoice.
- This invoice can be associated with a CWM company/client but cannot be linked to a CWM agreement.
- The Datagate invoice contains key header information such as:
- Invoice Date.
- Total Invoiced Amount.
- Total Tax.
- Net Invoiced Amount.
b) Product or Invoice Line Items
- Product or invoice line items are sent to CWM as Product Entries.
- These records can also be linked to a company/client but not to a CWM agreement.
- The product items include:
- Additions on the agreement.
- Taxes and fees (e.g., local/state taxes, call charges).
How Datagate Billing is Reported in Cognition360
The Challenge
Reporting Datagate billing alongside CWM agreement data can be challenging because there is no direct value to match the two separate data outputs.
Cognition360’s Solution
Cognition360 has developed mechanisms to deliver reporting on Datagate and CWM agreement data, including:
-
Agreement Profitability Reporting:
- Combines CWM agreement data (including applied labor) with Datagate agreement billing.
- Provides profitability reporting at the company/client level.
- Displays the $ profit and % margin for the agreement over the selected period.
-
Datagate Data Reporting:
- Discrete reporting on Datagate data within CWM.
- Allows users to view:
- Product line items for each Datagate invoice.
- Costs and prices for additions, taxes, fees, and call charges.
- Reports can be filtered by time periods, agreements, or customers.
Key Benefits
- Provides clear visibility into agreement profitability.
- Enables tracking of detailed Datagate billing data such as taxes, fees, and charges.
- Facilitates comprehensive financial analysis at the customer or agreement level.
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