Setting up ConnectBooster integration
1. Log on to the Admin console
The URL is https://[your company name].deskdirector.com/admin
The username and password would have been provided during the implementation
2. Navigate to the Integrations Tab
3. Under the "ConnectBooster" section enable the integration
- Tick the Enable ConnectBooster box
- Enter your ConnectBooster URL in the ConnectBooster Url box. This is usually in the format http://[your company name].connectboosterportal.com
4. Turn on from ConnectBooster portal settings
- Login into ConnectBooster
- Navigate to Configurations.
- Select API Keys at side menu
- Enable Allow DeskDirector Authentication
5. You are now all set to go
Now whenever a client goes to the Invoices section of DeskDirector, ConnectBooster will display instead of the normal invoice list.