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:

  1. In ConnectWise, go to System > Setup Tables:
  2. Search for Company Type:
  3. Select Company Type:
  4. Click the + icon to create a new item:
  5. Name the new Company Type Customer:
  6. Click the Save icon.