Popular Articles

  1. Setting up the Kaseya BMS integration

    Last Updated: 02/02/2024 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...

  2. Quoter Setup

    Last Updated: 02/02/2024 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 Quoter Setup 1. Navigate to Settings + Payment Gateways.  ...

  3. Xero Data Flow

    Last Updated: 02/02/2024 in Configurations Integrations Accounting Xero
    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 Below is a visual representation of the data that will synchro...

  4. Datagate Innovation - Custom Invoice Image

    Last Updated: 02/02/2024 in Configurations Integrations More Custom
    Datagate Integration with ConnectBooster

  5. Common Xero Questions

    Last Updated: 02/02/2024 in Configurations Integrations Accounting Xero
    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 FAQ Q: How do I transfer my payments from ConnectBooster into...

  6. Setting up Xero Integration

    Last Updated: 02/02/2024 in Configurations Integrations Accounting Xero
    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 Login Login to your ConnectBooster portal. Navigate to Integ...

  7. GreatAmerica Integration Setup

    Last Updated: 02/02/2024 in Configurations Integrations More GreatAmerica
    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 create a New "GreatAmerica" integration, please contact Co...

  8. Custom Field Mapping with Sell

    Last Updated: 02/02/2024 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...

  9. QuoteWerks QuoteValet

    Last Updated: 02/02/2024 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...

  10. Default Contacts

    Last Updated: 02/02/2024 in Organizations
    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 Default Contacts can be viewed under Organization Details and ...
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