Diagnosing Company Sync Issues

CloudRadial performs daily or on-demand synchronizations with your ConnectWise instance. If you experience difficulties syncing an individual company, check the following:

1. Are you able to display tickets for any company? If so, that indicates ConnectWise access is working correctly.
2. Are you syncing the correct company? Check the PSAKey setting for the company under Partner | Companies. If it is not shown, that indicates that the company is not connected to ConnectWise.
3. Make sure the PSAKey shown in CloudRadial matches the Company_RecID field from ConnectWise. You may need to display this column in ConnectWise using the "List View Configuration" options.
4. Is the company is set to "Inactive' or similar status in Company Finance? When inactive, a company will not sync. 

Remember, if you have any issues, don't hesitate to open a support ticket and we will be glad to help you diagnose syncing problems.