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Last Updated: 12/13/2019
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 create a...
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Last Updated: 12/12/2019
in Settings Integrations Gateway This document is broken down into a 5 part setup process, which should take less than 10 minutes. Once complete, you will be able to utilize ConnectWise Sell with the same BNG Gateway/ConnectBooster back-end you are using today. One of the major be...
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Last Updated: 11/27/2019
in Settings Integrations Gateway Part 1: Creating A New BNG Gateway User Navigate to Options --> Settings General Options --> User Accounts Click Link to Add A New User Complete Required User Profile Fields Set User Permissions as Shown *Optional: If y...
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ConnectBooster & Dynamics GP Deployment Guide V2.0 Overview Use this guide to learn how to install and configure ConnectBooster for use with Microsoft Dynamics GP. This guide includes step-by-step instructions for installing the ConnectBoos...
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Creating an API Member These steps are required to get ConnectBooster syncing data from ConnectWise Manage. Note: Your ConnectWise Manage admin or another team member with elevated permissions may be needed to access some of the areas des...
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Last Updated: 08/20/2019
in Release notes August 15th, 2019 You asked, we listened! Customers requested a few Quality-of-Life improvements for system notifications (internal facing). Our update includes three brand new email notifications. The new notifications are: Payment Method Chang...
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Notifications This section configures which email messages are sent to the Internal Users of ConnectBooster. These emails are for activities triggered in the system, or by your clients. These emails are NOT customer facing. The Internal...
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Last Updated: 08/12/2019
in FAQ Invoice Life Cycle Typically when using a CRM/PSA tool and Accounting package, your invoice and payment workflow will look like this. ...
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Last Updated: 08/12/2019
in Overview The overview page gives you insight into your accounts receivable, upcoming payments, and system health. Please use the left hand side menu in order to navigate the other portal sections. Customers Reports Settings Subscriptions Onl...
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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...