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81. Autotask User Defined Field Mapping for Opportunities

    Last Updated: 02/02/2024 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...

82. 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...

83. Associate Your ConnectBooster and KaseyaOne Accounts

    Last Updated: 01/31/2024 in Overview
    How to link ConnectBooster to IT Complete using KaseyaOne.

84. QuickBooks Disconnect

    Last Updated: 02/02/2024 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. ...

85. GreatAmerica Payments

    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 The GreatAmerica Payments page allows users to create and subm...

86. AutoPay Settings

    Last Updated: 02/02/2024 in Configurations Configurations AutoPay
    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 The global autopay settings of the portal is where you will co...

87. GreatAmerica Invoice

    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 Edit Invoice When a payment does NOT have a vendor invoice nu...

88. InvarosoftSSO - Using LoginWithToken

    Last Updated: 02/02/2024 in Configurations Integrations More Custom
    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   Some ConnectBooster partners, may make use of an alterna...

89. Entities

    Last Updated: 02/02/2024 in Configurations
    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 What is the Entities section? The Entities section is used to...

90. Zomentum 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 Zomentum Setup This document is broken down into 4 parts, ...

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