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+ ConnectBooster & Sage Intacct Deployment Guide Overview Use this guide for configuring ConnectBooster to synchronize with Sage Intacct. This guide includes step-by-step instructions for connecting ConnectBooster to connect a Sing...
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Created on: 06/16/2020
in FAQ Locked Invoice Help If you received the "Locked Invoices Summary" email, this was triggered as an internal system notification . This email preference can be configured under Settings + Configurations + Internal Settings. In the eve...
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Created on: 06/05/2020
in Release notes May 15th, 2020 Enable additional security layers to both you, and your client portal logins! This feature is fully live and available NOW!! at NO additional cost $$ To learn how to enable these new functions, visit...
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Datagate Integration with ConnectBooster
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Some ConnectBooster partners, may make use of an alternate customer experience tool offered by Invarosoft. In order to facilitate a seamless interaction for the end users of this tool, ConnectBooster can be configured to grant access to in...
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Some ConnectBooster partners, may make use of an alternate portal experience offered by CloudRadial. In order to facilitate a seamless interaction for the end users of this tool, ConnectBooster can be configured to grant access to individu...
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2-Factor Authentication for Customers This function allows you to further secure your client's account login via one-time use, SMS text messages. If enabled on your portal , ALL Customer logins will immediately be forced to enroll on their ne...
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Enable two-factor authentication for your ConnectBooster account
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Created on: 11/26/2019
in Settings Integrations Gateway This document is broken down into a 5 part setup process, which should take less than 10 minutes. Once complete, you will be able to utilize ConnectWise Sell with the same BNG Gateway/ConnectBooster back-end you are using today. One of the major be...
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Created on: 11/05/2019
in Settings Integrations Gateway Quoter Setup 1. Navigate to Settings + Payment Gateways. Select "+ New Payment Gateway". 2. On the drop down list, select "ConnectBooster". 3. Setup BNG Payment Settings. Here you will need to create a...