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Stefan Hellersperk

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  1. Create items in PSA for us

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    2 comments  ·  Partner Portal (Cumulus) » Integration  ·  Admin →
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    Stefan Hellersperk supported 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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