Failed to Get Record

Failed to get contact bill contact for company '[Company]'.
Error: You do not have security permission to perform this action. 


This error occurs when the integrator user account does not have permission to the required APIs in ConnectWise.


Error Text:  Failed to get contact bill contact for company '[Company Name]'..  You do not have security permission to perform this action.


Solution


Information you'll need..


1. Your Integrator Login Account Details.
2. Access to the Setup Tables in ConnectWise


Steps to take


Refer to the Setup Steps > Pre-Setup ConnectWise > Step 2 > Creating an Integrator Login


At item #5: Ensure that each of the required API's are selected.