Create items in PSA for us
Please allow for us partners to have the option in sherweb portal when an item needs to be mapped to the psa to have a button in the portal for sherweb to create it for us with all the correct info
Naftuli Herzog
shared this idea
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Stefan Hellersperk
commented
I'm looking at moving over from Pax8, so comparing platforms. One thing I am missing right off the bat is the ability to import products directly from the portal to my PSA. If I sold a product that was not in my products list in connectwise I could go to the integrations and choose import product from pax 8, it would populate all the relevant information, asked me what the customer cost should be, and then I could move right to the aggreement sync with that product.
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Naftuli Herzog
commented
Allow to export products to the psa with a click of a button, and the integration should create the products in the PSA