Customers

Adding Customer using Connectwise Synchronization

  • Click on ‘Customers’ icon.
  • Click on the ‘Synchronize Customers’ button.

 

  • Click on the ‘Synchronize with Connectwise’ button.

 

  • Click ‘Confirm’.

 

  • Wait for the synchronizing process to complete.  The operation will complete and provide a summary of records added, updated and deleted/made inactive. Click ‘Ok’ to return to customers screen.

 

Adding Customer Directly into Datagate

  • Click on ‘Customers’ icon.
  • Click on the ‘+’ button.

 

 

  • Fill out customer details on click the ‘Save’ button.

 

 

 

 

 

 

 


 

 

Editing Existing Customer Details

 

  • Click on ‘Customers’ icon.
  • Click on the customer name.

 

  • Click on the ‘Details’ tab.

 

  • Amend the details as desired and click the ‘Save’ button.
  • Note: For every US address a valid zip code must be entered

 

 

 

 

 


 

Sites

Sites allow for charges to be aggregated on a single invoice with reference to the cost centre or site they are attributed. This is a helpful feature when invoicing a head office for individual branch charges on a single invoice. 

 

Adding Site for a Customer

  • Select a customer by ‘Customers’ tab 
  • Select a customer name.

 

  • Click on the ‘Sites’ tab
  • Click on the ‘+’ button.

 

  • Fill in the site details 

  • Click the ‘Save’ button to finish.
  • Note: For every US site address a valid zip code must be entered

 


 

Editing an Existing Site

  • Click on an existing site.

  • Amend the Site Details.
  • Click ‘Save’.