Articles
Setting up the ConnectWise Manage integration
Creating an API Member These steps are required to get ConnectBooster syncing data from ConnectWise Manage. Note: Your ConnectWise Manage admin or another team member with elevated permissions may be needed to access some of the areas des...
Setting up ConnectWise Manage Pods
ConnectWise Manage Pod Setup In , navigate to any company's Company Finance Screen . Scroll to the far right of the Tabs menu to access the Gear icon. Click the gear icon to access the Tab Configuration . Move the "ConnectBooster&quo...
ConnectWise Manage Custom Field Mapping
Display quotes inside of ConnectBooster This document details out the steps needed so your customers will be able to view Quotes , directly from within the customer facing portal ! The prepared quote document will only display for op...
Configure ConnectWise Manage integration with less than Admin permissions
Disclaimer: The instructions listed below are an alternative to using "Admin" as the Role ID, when configuring the ConnectWise Manage Member for integrating with ConnectBooster. While ConnectBooster does NOT require "ADMIN" ...
Custom Field Mapping with Sell
ConnectWise Sell & Order Porter Field Mapping This document is the tailored ConnectWise Sell specific setup article. Note: the options below will NOT be available with the Sell Basic tier For Part 1 & 3, Please visit: ConnectWi...
Custom Field Mapping with QuoteValet
QuoteWerks & QuoteValet Field Mapping This document is tailored to using ConnectWise Manage, and QuoteWerks/QuoteValet. For Part 1 & 3, Please first visit: ConnectWise Manage Custom Field Mapping https://docs.connectbooster.com/help/c...