I am having trouble syncing contacts from ConnectWise to HubSpot.
When I go to sync contacts, it asks me to “Choose ConnectWise Manage Default Email Type”, but it will not allow me to click the drop-down menu or select anything, so I am unable to move forward.
I am able to sync companies with no issue, but for whatever reason I can’t do this with contacts. Does anyone have an idea why this might be?
Hi @GCampbell1,
Thank you for reaching out to the Community!
I had a look in our internal documentation and it seems this behaviour is a result of missing member permissions within ConnectWise.
My colleague from the DataSync team has recorded a video on setting those permissions which you can share with your ConnectWise account admin: watch it here.
I hope this helps!
Cheers
Mia, Community Team
Hello Mia, thank you for your reply! This is very helpful and I appreciate your assistance. Thank you again and have a great day!
You’re very welcome @GCampbell1! 