Archive

In ConnectWise, navigate to any company's Company Finance Screen. Scroll to the far right of the Tabs menu to access the Gear icon. Click the gear icon to access the Tab Configuration. Move the "ConnectBooster" Tab over to the "Displayed" tabs section. Click Save. The...

Under Settings + Integrations, open your ConnectWise integration. If the ConnectWise integration does not exist, please contact ConnectBooster Support for inquiries about creating NEW integrations or CONVERTING current platforms. Enter the required credentials and save the changes. You may use "Test Connection" at any given time. The...

  Note: Your ConnectWise admin or another team member with elevated permissions for ConnectWise may be needed to access some of the areas described below. Login to your ConnectBooster portal’s administration area. Navigate with the three bar menu Settings + Integrations. Click on "New Integration", and select...