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Last Updated: 06/16/2021
in FAQ Ad card use specifications and ideas
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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...
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Last Updated: 04/23/2021
in Settings Integrations Gateway Quoter Setup 1. Navigate to Settings + Payment Gateways. Select "+ New Payment Gateway". 2. On the drop down list, select "ConnectBooster". 3. Setup BNG Payment Settings. Here you will need to creat...
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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...
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Last Updated: 04/20/2021
in Settings Integrations Gateway Zomentum Setup This document is broken down into 3 parts, which should take less than 10 minutes. Once complete, you will be able to utilize Zomentum with the same BNG Gateway/ConnectBooster back-end you are already using today. One ...
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Last Updated: 04/20/2021
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...
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Last Updated: 04/08/2021
in Release notes April 19th, 2018 Your ConnectBooster portal now has the ability to easily “ RESEND ” a copy of previously sent system emails! This feature is great if a client needs another copy, or doesn’t recall seeing the delivery on the 1st ...
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+ ConnectBooster & Sage Intacct Deployment Guide Overview Use this guide for configuring ConnectBooster to synchronize with Sage Intacct. This guide includes step-by-step instructions for connecting ConnectBooster to connect a Sing...
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+ 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 ...
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Single Sign-On Follow the steps below to leverage ConnectBooster client functionality directly inside of the Manage Customer Portal. This allows for seamless service and billing functions for your customers as a one-stop-shop approach! Within your...