New Articles

  1. Associate Your ConnectBooster and KaseyaOne Accounts

    Created On: 12/13/2022 in Overview
    How to link ConnectBooster to IT Complete using KaseyaOne.

  2. Setting up the Kaseya BMS integration

    Created On: 11/10/2021 in Configurations Integrations CRM/PSA Kaseya BMS
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm + ConnectBooster & Kaseya BMS Configuration Guide Ov...

  3. Microsoft Dynamics Business Central Setup Guide

    Created On: 03/30/2021 in Configurations 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 required ...

  4. Custom Field Mapping with QuoteValet

    Created On: 03/03/2021 in Configurations Integrations CRM/PSA ConnectWise
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm QuoteWerks & QuoteValet Field Mapping This document is tailor...

  5. Custom Field Mapping with Sell

    Created On: 03/03/2021 in Configurations Integrations CRM/PSA ConnectWise
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm ConnectWise Sell & Order Porter Field Mapping This document i...

  6. Ad Card Best Practices & Examples

    Created On: 02/01/2021 in General
    Ad card use specifications and ideas

  7. QuickBooks Disconnect

    Created On: 12/09/2020 in Configurations Integrations Accounting QuickBooks
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm You have disconnected QuickBooks Online and ConnectBooster. ...

  8. QuoteWerks QuoteValet

    Created On: 12/04/2020 in Configurations Integrations Gateway
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm This document is broken down into a 2 part setup process, w...

  9. Autotask User Defined Field Mapping for Opportunities

    Created On: 12/04/2020 in Configurations Integrations CRM/PSA Autotask
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Display quotes inside of ConnectBooster This document details...

  10. Login History Report

    Created On: 11/18/2020 in Reports
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm To see organization login activity within your ConnectBooster ...
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