Adding Customers using Connectwise SynchronizationClick 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 DatagateClick on ‘Customers’ icon.Click on the ‘+’ button.  Fill out customer details on click the ‘Save’ button.     Editing Existing Customer DetailsClick 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   SitesSites 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 CustomerSelect a customer by ‘Customers’ tab Select a customer name. Click on the ‘Sites’ tabClick 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 SiteClick on an existing site.Amend the Site Details.Click ‘Save’.