Updated 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. 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...

  3. Setting up the Datto Autotask PSA Integration

    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 + ConnectBooster & Datto Autotask PSA Configuration Gu...

  4. Custom Field Mapping with QuoteValet

    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 QuoteWerks & QuoteValet Field Mapping This document is tailor...

  5. 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...

  6. ConnectWise Manage Custom Field Mapping

    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 Display quotes inside of ConnectBooster This document details...

  7. Setting up ConnectWise Manage Pods

    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 Manage Pod Configuration A user with access to th...

  8. Setting up the ConnectWise Manage integration

    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 Creating an API Member These steps are required to get Conn...

  9. Sage Intacct Setup Guide

    Last Updated: 02/02/2024 in Configurations Integrations Accounting Sage Intacct
    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 & Sage Intacct Deployment Guide Over...

  10. 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...
Copyright © 2015 – 2016 Your Company, LLC. All rights reserved.