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FAQ - Why is the contact being set to the Primary Contact instead of the billing contact

Wise-Sync will set the Billing Contact information in your accounting system based on the following hierarchy.

  • The Billing Contact seclected for the Bill To Company in ConnectWise.
  • The Primary Contact selected for the Bill to Company in ConnectWise.

If Wise-Sync is unable to return a Billing Contact, then the Primary Contact is used. If the sync is still setting the primary contact even though a billing contact is selected, then ensure that the Billing Contact is active as per the Contact Profile record.

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