Failed to Get Record(s)

This error occurs when the integrator user account does not have permission to "All Records".

Errors Encountered:

  • Error Text:  Failed to get contact bill contact for company '[Company Name]'..  Cannot access items that we do not ownError Updating Xero: No matches for billing or default contact.
  • Error Text: Error Updating Xero: Failed to get product by item id '[your item id]'

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 #4: Ensure that the Access Level is set to "All Records"