Datagate: How to Add and Edit Customers

Written by Marissa Orsini

Updated at May 4th, 2023

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Table of Contents

Scope Requirements Sync Customers with Connectwise Add Customers Manually Edit Existing Customer Information

Scope

This article will show you how to add new customers and edit existing customers.

Requirements

Access to Datagate
ConnectWise Integration (optional)

Sync Customers with Connectwise

Click on Customers in the main menu.
Click the cogs icon.
Click the CW symbol to start the sync.
Click Confirm

Add Customers Manually

Click on Customers in the main menu.
Click the + symbol.
Enter customer details into Add Customer window opened
Click the floppy disk symbol to save

Edit Existing Customer Information

Click on Customers in the main menu.
Click the Customer Code or Name Link
Go to the Details Tab
Edit any information needed.
Click the floppy disk symbol to save

edit customers customer data