New Articles | ConnectBooster Support

Setting up the Kaseya BMS integration

Created on: 11/10/2021 in Settings Integrations CRM/PSA Kaseya BMS

+ ConnectBooster & Kaseya BMS Configuration Guide Overview Use this step-by-step guide for configuring ConnectBooster to synchronize with BMS. Once completed, your ConnectBooster portal will then be able to pull Accounts, Conta...
Microsoft Dynamics Business Central Setup Guide

Created on: 03/30/2021 in Settings Integrations Accounting Dynamics Business Central

+ 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 ...
Custom Field Mapping with QuoteValet

Created on: 03/03/2021 in Settings Integrations CRM/PSA ConnectWise

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...
Custom Field Mapping with Sell

Created on: 03/03/2021 in Settings Integrations CRM/PSA ConnectWise

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...
Ad Card Best Practices & Examples

Created on: 02/01/2021 in FAQ

Ad card use specifications and ideas
Configure ConnectWise Manage integration with less than Admin permissions

Created on: 01/08/2021 in Settings Integrations CRM/PSA ConnectWise

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" ...
QuickBooks Disconnect

Created on: 12/09/2020 in Settings Integrations Accounting QuickBooks

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...
QuoteWerks QuoteValet

Created on: 12/04/2020 in Settings Integrations Gateway

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...
Autotask User Defined Field Mapping for Opportunities

Created on: 12/04/2020 in Settings Integrations CRM/PSA Autotask

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...
Login History Report

Created on: 11/18/2020 in Reports

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 ...