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Knowledge Base Articles

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Salesforce Integration Troubleshooting

Known Issues and Resolutions “invalid cross reference ID” on Account sync Delete the mapping from ChannelOnline and export manually. To delete the mapping go to Admin > Integrations > Salesforce > Dashboard, then click on the transaction count next ...

Salesforce Integration Guide

Salesforce Integration & User Guide   Contents Document Information  3 History of Revisions 3 Terms and Acronyms 3 Preface 4 Overview 4 Integration Design 5 Accounts & Contacts 6 Products, Manufacturers, and Categorization  8Quotes, Sales Order,s...

QuickBooks

QuickBooks integration instructions: In QuickBooks: Please ensure that you are using QuickBooks Pro, Premier, or Enterprise. Note that Sales Order syncing is not possible in QuickBooks Pro (syncing POs, Invoices, and Estimates is supported in Pro, h...

Autotask

Autotask Integration User Guide Preface Autotask integration is a licensed service that began in ChannelOnline version 5.7. For pricing information, please reach out to your ChannelOnline sales rep. Overview ChannelOnline now offers customers the ab...

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