New Articles

  1. Microsoft Dynamics Business Central Setup Guide

     + ConnectBooster & Microsoft Dynamics Business Central Setup Overview Use this guide for configuring ConnectBooster to synchronize with Dynamics 365 Business Central. This guide includes step-by-step instructions for installing the ...
  2. 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...
  3. Custom Field Mapping with Sell

    ConnectWise Sell & Order Porter Field Mapping This document is the tailored ConnectWise Sell specific setup article. For Part 1 & 3, Please visit: ConnectWise Manage Custom Field Mapping https://docs.connectbooster.com/help/connectwis...
  4. Ad Card Best Practices & Examples

    Ad card use specifications and ideas
  5. 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" ...
  6. QuickBooks Disconnect

    You have disconnected QuickBooks Online and ConnectBooster.  To reconnect, please follow the steps below. Video instructions: Text instructions: Login to your mycompanyprefix.connectboosterportal.com Navigate to   Settings...
  7. QuoteWerks QuoteValet

    This document is broken down into a 2 part setup process, which should take less than 10 minutes.  Once complete, you will be able to utilize QuoteWerks with QuoteValet via the same BNG Gateway/ConnectBooster payment engine you are using to...
  8. Autotask User Defined Field Mapping for Opportunities

    Display quotes inside of ConnectBooster This document details out the steps need so your customers will be able to view Quotes , directly from within the customer facing portal !  The prepared quote document will only display for open...
  9. Login History Report

    Login History Report To see what customer login activity has been done with your ConnectBooster portal, navigate to the 3 bar menu in the top left corner + Reports . Select the " Login History " option. This report is by DOWNLOAD ...
  10. 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...