Troubleshooting Storefront with ConnectWise Opportunities and Contact Syncing

When using the CloudRadial Storefront integration with the Unified Client Portal, Opportunities require properly synced contacts between your PSA and CloudRadial. This article covers common issues that occur when contacts aren't correctly linked and how to resolve them.

• Why manually added CloudRadial users cause issues
• Best practices for contact creation
• Fixing existing manually added users
• Contact Not Found Error

Best Practices for Contact Creation

To avoid Storefront errors, always create contacts in your PSA first, then allow them to sync to CloudRadial. This ensures every contact has a valid PSA ID that the Storefront can recognize.

If you have Microsoft 365 connected, the process becomes streamlined: users created in 365 sync to CloudRadial and get created in the PSA automatically, ensuring proper ID matching throughout.

To enable automatic PSA syncing for new users, navigate to Partner > Partner Clients > [Company Name] > Settings and enable "Sync new logins with PSA when the user logs in by matched domain."

See this article for more details: Understanding Company Sync Settings – CloudRadial

Contact Not Found Error

When submitting an opportunity you may receive a failure email that states Contact not found this typically means:

• the fallback configuration has not been set up properly (check under Storefront Management > CRM > Company Settings)
• if you delete the contact in PSA and thus CR sends a contact ID that is no longer valid
• if you switch PSAs and CR still has the ID for the old PSA

Also see Understanding Storefront's Configuration Settings and Tags – CloudRadial and don't hesitate to reach out to support if you need help. Click the submit a request at the top of your screen.