QUESTION
The ConnectWise integration configuration is failing. I'm getting an error message that says it can't connect. Help?
ANSWER Pending a permanent solution to be released soon, we have a temporary workaround for you!
You'll need a Company Type named “Customer.” Just follow these steps:
- In ConnectWise, go to System > Setup Tables:
- Search for Company Type:
- Select Company Type:
- Click the + icon to create a new item:
- Name the new Company Type Customer:
- Click the Save icon.