ConnectBooster

The ConnectWise integration with ConnectBooster not only makes it easy to accept credit cards or ACH payments, it automates much of the billing cycleincluding some of your least favorite and time-intensive tasks.

ConnectWise Certified Integration
Integrated seamlessly with the ConnectWise platform.
  • Overview

  • Integration

  • Support

The ConnectWise integration with ConnectBooster not only makes it easy to accept credit cards or ACH payments, it automates much of the billing cycleincluding some of your least favorite and time-intensive tasks: billing, collections, dunning, invoice reconciliation and more.  

ConnectWise Integration with ConnectBooster 
ConnectBooster is a scalable billing solution that integrates with ConnectWise so MSPs can effortlessly bill, accept paymentreconcile invoices and more. This powerful billing automation tool takes the work out of billing your clients—even those with agreement-based billing—and eliminates time-consuming billing tasks, collection calls, and aging accounts receivables.It also gives customers the freedom to pay your bill 24/7 through a secure online payment portal. 

With two-way data syncing, the ConnectBoosterportal manages customer payments and automatically syncs information with ConnectWise and your accounting software. That means, whenever a change is made in a ConnectWise Manage agreement, the correct amount will populate in your accounting software and be available for payment in the ConnectBooster portal. And, when a client makes a secure payment, that payment information is reconciled in your accounting software, and the invoices are marked as paid in ConnectWise—automatically. Automated dunning notifications free you from uncomfortable calls and emails and allow you to focus on what matters—your services. 

ConnectBooster’s easy-to-use client portal gives your customers the freedom to view their history, manage multiple payment methods, make a single payment or enjoy the convenience of autopay.  

Because ConnectBooster is integrated and highly customizable, you won’t have to change how you run your business to enjoy the benefits. 

About 
ConnectBooster helps you maintain a stable, predictable cash flow with: 

  • A branded customer payment portal 
  • Zero-touch AutoPay 
  • Data syncing between your accounting software 
  • Better accounting insights
  • Automated customer communication 
Benefits: 
  • Simplify PCI compliance  
  • Save 8-20 hours eachmonth on redundant, manual data entry 
  • Lower outstanding accounts receivables by 30 days 
  • Increase billing transparency with customers 
Features: 
  • Automatically pay invoices based on recurring contracts, even fluctuating amounts derived from the ConnectWise Unite ecosystem 
  • Easily view and print identical Manage invoices 
  • Service ticket creation directly onto existing service boards 
  • View existing projects, opportunities and contracts 
  • Manage contacts and email addresses for easy client login and notifications 
  • Accept credit cards and ACH payments 
  • Automate past due invoice and collection notifications, and statement email reminders 
  • Automate new invoice notifications 
  • Automate account summary notifications 
  • PayNow options with no login required 
  • Collect one-time payments instantly or schedule future payments 
  • Safely store client’s payment methods for future use through our own PCI Compliant encrypted payment gateway 
  • Custom branded client portal with ad cards where customers can view, print & pay new or historic invoices 24/7 
  • Payment reconciliation to accounting software 
  • Easily grant client users portal access  
  • Easily track client’s email history 
  • Automatic and on-demand integration sync capabilities. 
  • Automatically update client’s card information from their bank

ConnectWise PSA

Requirements: The ConnectBooster integration to ConnectWise Manage, requires the creation of an API member profile and a pair of API keys. ConnectBooster is compatible with ConnectWise Manage versions 2015.4 and above, both for locally hosted and ConnectWise cloud hosted implementations.

Features:

  • Accept automatic or direct payments online as part of the ConnectWise Manage and ConnectBooster Integration.
  • Powerful and flexible automatic payment rules allow you to customize the invoices paid for each customer. ConnectBooster can even automate payments on variable agreement invoices.
  • Reduce PCI risk by allowing customers to save their payment information directly to our secure storage solutions. Eliminates the risks of handling and storing sensitive information locally.
  • Decrease customer confusion and invoicing questions to your accounting department as your customers can view their open invoices and payment history online anytime day or night.

ConnectBooster's ConnectWise PSA Integration is certified via the ConnectWise Invent Program.
If you need assistance with creating API members or integration setup please send a note to Help@ConnectWise.com and the ConnectWise PSA support team can assist. For any other questions with this integration, please contact the ConnectBooster team directly to resolve any issues.

Details

Overview

The ConnectWise integration with ConnectBooster not only makes it easy to accept credit cards or ACH payments, it automates much of the billing cycleincluding some of your least favorite and time-intensive tasks: billing, collections, dunning, invoice reconciliation and more.  

ConnectWise Integration with ConnectBooster 
ConnectBooster is a scalable billing solution that integrates with ConnectWise so MSPs can effortlessly bill, accept paymentreconcile invoices and more. This powerful billing automation tool takes the work out of billing your clients—even those with agreement-based billing—and eliminates time-consuming billing tasks, collection calls, and aging accounts receivables.It also gives customers the freedom to pay your bill 24/7 through a secure online payment portal. 

With two-way data syncing, the ConnectBoosterportal manages customer payments and automatically syncs information with ConnectWise and your accounting software. That means, whenever a change is made in a ConnectWise Manage agreement, the correct amount will populate in your accounting software and be available for payment in the ConnectBooster portal. And, when a client makes a secure payment, that payment information is reconciled in your accounting software, and the invoices are marked as paid in ConnectWise—automatically. Automated dunning notifications free you from uncomfortable calls and emails and allow you to focus on what matters—your services. 

ConnectBooster’s easy-to-use client portal gives your customers the freedom to view their history, manage multiple payment methods, make a single payment or enjoy the convenience of autopay.  

Because ConnectBooster is integrated and highly customizable, you won’t have to change how you run your business to enjoy the benefits. 

About 
ConnectBooster helps you maintain a stable, predictable cash flow with: 

  • A branded customer payment portal 
  • Zero-touch AutoPay 
  • Data syncing between your accounting software 
  • Better accounting insights
  • Automated customer communication 
Benefits: 
  • Simplify PCI compliance  
  • Save 8-20 hours eachmonth on redundant, manual data entry 
  • Lower outstanding accounts receivables by 30 days 
  • Increase billing transparency with customers 
Features: 
  • Automatically pay invoices based on recurring contracts, even fluctuating amounts derived from the ConnectWise Unite ecosystem 
  • Easily view and print identical Manage invoices 
  • Service ticket creation directly onto existing service boards 
  • View existing projects, opportunities and contracts 
  • Manage contacts and email addresses for easy client login and notifications 
  • Accept credit cards and ACH payments 
  • Automate past due invoice and collection notifications, and statement email reminders 
  • Automate new invoice notifications 
  • Automate account summary notifications 
  • PayNow options with no login required 
  • Collect one-time payments instantly or schedule future payments 
  • Safely store client’s payment methods for future use through our own PCI Compliant encrypted payment gateway 
  • Custom branded client portal with ad cards where customers can view, print & pay new or historic invoices 24/7 
  • Payment reconciliation to accounting software 
  • Easily grant client users portal access  
  • Easily track client’s email history 
  • Automatic and on-demand integration sync capabilities. 
  • Automatically update client’s card information from their bank

Integration

ConnectWise PSA

Requirements: The ConnectBooster integration to ConnectWise Manage, requires the creation of an API member profile and a pair of API keys. ConnectBooster is compatible with ConnectWise Manage versions 2015.4 and above, both for locally hosted and ConnectWise cloud hosted implementations.

Features:

  • Accept automatic or direct payments online as part of the ConnectWise Manage and ConnectBooster Integration.
  • Powerful and flexible automatic payment rules allow you to customize the invoices paid for each customer. ConnectBooster can even automate payments on variable agreement invoices.
  • Reduce PCI risk by allowing customers to save their payment information directly to our secure storage solutions. Eliminates the risks of handling and storing sensitive information locally.
  • Decrease customer confusion and invoicing questions to your accounting department as your customers can view their open invoices and payment history online anytime day or night.

Support

ConnectBooster's ConnectWise PSA Integration is certified via the ConnectWise Invent Program.
If you need assistance with creating API members or integration setup please send a note to Help@ConnectWise.com and the ConnectWise PSA support team can assist. For any other questions with this integration, please contact the ConnectBooster team directly to resolve any issues.

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