FAQ - Why is the the contact being set to the Primary Contact instead of the billing contact
Created by: Paul MacNeill
Modified on: Mon, 26 Mar, 2018 at 3:47 AM
Wise-Sync will set the Billing Contact information in your accounting system based on the following hierarchy.
If Wise-Sync is unable to return a Billing Contact, then the Primary Contact is used. If the sync is still setting the primary contact even though a billing contact is selected, then ensure that the Billing Contact is active as per the Contact Profile record.
- The Billing Contact seclected for the Bill To Company in ConnectWise.
- The Primary Contact selected for the Bill to Company in ConnectWise.
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