ConnectWise - How to Manage Email Contacts

Company Billing Contact and CC'd Emails

When integrated with ConnectWise, FlexPoint will pull a company's bill-to contact and CC invoice delivery emails as both portal users and bill-to contacts. 

FlexPoint will not use a company's Primary Contact as a portal user unless the company does not have a Bill To contact.

Frequently Asked Questions

Question	Answer
If I add additional CC invoice delivery emails in CW, what happens in FlexPoint?	The email will be added as both an bill-to contact and portal user in FlexPoint.
If I remove a CC invoice delivery email in CW, what happens in FlexPoint?	The email will be removed as both a bill-to contact and portal user in FlexPoint.
I need to add additional portal users, but don't want them to receive notifications (bill to contact). What do I do?	You can add a contact to the company with type "FlexPoint". Please follow the steps in this article.
Can I delete a portal user in FlexPoint?	Yes, you can delete a portal user in FlexPoint. Your integration will remain unchanged.
If I don't have a bill-to contact in CW, what happens?	FlexPoint will leverage the company's primary contact as a portal user.
Can I add a bill-to contact in FlexPoint?	Yes. If a bill-to contact is added in FlexPoint, it will not be added in your integration.
Can I add a portal user in FlexPoint?	We do not recommend adding portal users in FlexPoint as these can easily get overwritten by updates from ConnectWise.