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FAQ Q: How do I transfer my payments from ConnectBooster into Xero? A: All payments made in the billing portal will automatically transfer, and apply directly to the respective invoices in Xero. Q: How often does ConnectBooster sync with Xero? A: Syncing will occur once...

Use "Test Connection" to make sure the integration is properly configured. Note: The "Sync Now" is rarely needed, as the portal continuously syncs on an hourly basis. Congratulations !! You are now finished with setting up Xero as your accounting package! Re-Authorization (Handling Disconnections and Reconnections) If your syncs are failing due to...

Click the "Online Authentication" button. This will open a new browser tab, prompting you to login to your Xero account.  ...

Please contact us for inquiries about creating NEW integrations or CONVERTING current platforms, as this needs to be done internally....

Login to your created ConnectBooster portal. Under the top left three bar menu , navigate to Settings + Integrations.  ...

Below is a visual representation of the data that will synchronize between Xero and your portal. ConnectBooster to Xero Data Flow Diagram: ...

ConnectBooster requires at least one credit card payment type to be configured. To configure your credit card payments types, follow these steps: Step 1 Navigate to Tools -> Setup -> Company -> Credit Cards. Step 2 Create a Credit Card record for each supported card type, based on the...

To assign the security roles to the service account, follow these steps: Step 1 Open the Dynamics Security Console. Expand the Microsoft Dynamics GP Web Services node in the left menu. Click on the Role Assignment node. Step 2 Click Add in the right menu to add a new...

ConnectBooster recommends creating a custom security role to govern the access that the service account is provided within Dynamics GP. To create this role, perform the following steps: Step 1 Open the Dynamics Security Console. Expand the Microsoft Dynamics GP Web Services node in the left menu....