Datagate Integration Guide

Understand how Datagate invoice data and PDFs sync into FlexPoint

FlexPoint integrates with Datagate to support telecom and usage-based billing workflows.

This integration allows FlexPoint to display invoice PDFs generated by Datagate while invoice data continues syncing through your accounting platform.

What is Datagate? 📡

Telecom Billing Automation

Datagate is designed specifically for telecom and usage-based billing workflows.

Common use cases include:

• VoIP billing
• UCaaS services
• Call usage tracking
• Telecom tax calculations
• Recurring telecom invoicing

How Datagate Fits Into Your Stack

Datagate typically works between your PSA and accounting systems to generate telecom-ready invoices.

Typical workflow:

• Reads invoice line items from your PSA
• Imports telecom usage data from external providers
• Calculates taxes and usage charges
• Creates customer-facing telecom invoices
• Pushes invoice data into accounting systems

How the FlexPoint Integration Works

INVOICE DATA FLOW

Datagate → Accounting System → FlexPoint

Invoice financial data is first synced into your accounting platform and then imported into FlexPoint.

INVOICE PDF FLOW

Datagate → FlexPoint

FlexPoint can directly source and display invoice PDFs generated by Datagate.

💡 Important

Customers only see the invoice generated by Datagate. Invoice formatting, grouping, sorting, telecom usage details, and tax presentation are all controlled within Datagate itself.

Configure Datagate PDF Sourcing 🧾

Step 1: Ensure Invoice Syncing is Active ▶

• Confirm your accounting integration is actively syncing invoices into FlexPoint.
• Verify Datagate invoices are appearing successfully in your accounting platform.

Step 2: Navigate to Branding Settings ▶

In FlexPoint, navigate to:

Settings → General → Branding

Select Datagate from available PDF sources.

Step 3: Input configuration settings ▶

⚠️ Prerequisite Required

Email [e-mail] for an API token for FlexPoint.

• Input API information received from Datagate
• Save your configuration changes
• Future synced invoices will display Datagate PDFs inside FlexPoint

Frequently Asked Questions

Does FlexPoint import invoice data directly from Datagate?▶

No. Invoice financial data typically flows from Datagate into your accounting system first, then into FlexPoint.

What does FlexPoint pull directly from Datagate?▶

FlexPoint can directly source and display invoice PDFs generated by Datagate.

Who controls invoice formatting and telecom usage grouping?▶

Invoice layout, grouping, sorting, usage calculations, and telecom tax presentation are managed within Datagate.