Datagate: How Product Sync Works Between Autotask and Datagate
Written by Mira Beltre
Updated at May 7th, 2026
Table of Contents
Scope
Intended Audience: White Label Partners
This document shows 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 changes. Datagate will look for additions or changes to Contracts that match the Contract Type and Contract Category specified in the Configuration
Autotask Value |
Datagate Value |
Note |
| Service Name | Code | |
| Invoice Description | Product Label | |
| Description | Notes | |
| Agreement |
Using Datagate Settings/Integrations/Autotask - Use Default Agreement.
|
|
| Site | This is unavailable in Autotask. Please assign Sites using Datagate UI. | |
| initial "Service Effective Date" | From | Note any changes to this Service in Autotask won't update the Service Effective Date |
| To | Contract End Date | |
| In Advance Settings | From Datagate Settings/Integrations/Autotask | |
| Allow Pro Rata | From Datagate Settings/Integrations/Autotask | |
| Unit Cost | Cost | If you make changes, the change will take effect in Datagate after that date passes. |
| Unit Price | Sell | If you make changes, the change will take effect in Datagate after that date passes. |
| Units | Quantity | If you make changes, the change will take effect in Datagate after that date passes. |
| Tax Code | From Datagate Product Template. Product Templates should be loaded in Datagate before Product Sync is enabled |
Note: Autotask has an array of Charges for each Service, and a date that Charge takes effect. Datagate will use today's charge.