GreatAmerica Integration

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This is where your IT company will learn about ConnectBooster's support and installation process.

Here, your MSP will get educated on things like the installation procedure, functionality and capability for your IT clients, the dashboard that your end-users will view and where to go to get help when needed.

There is a lot here. If you cannot find what you need, contact us by clicking here and filling out this form, so we may better serve you. (we'd put an email address on this page, but we are scared to death of being spammed)

GreatAmerica Integration Setup

To create a New GreatAmerica integration, contact ConnectBooster support. Navigate to Settings>Integrations.  Edit the Settings on the GreatAmerica integration.  Add the Dealer Key provided by GreatAmerica.  Edit the Sync From Date to be the date to start importing payments from GreatAmerica. Click Reset. Modify the Invoice Number Prefix field to a unique prefix (up to 4 characters) to identify invoices created by the integration.  Click Save. Note: Leaving the Sync From Date blank will import payments for the last 30 days from GreatAmerica regardless if they have been manually entered into accounting product previously. Click on the GreatAmerica integration and select Sync Now to begin the synchronization of data between GreatAmerica and ConnectBooster. Monitor the status of the sync in the Sync History section of the Integrations page.  

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GreatAmerica Payments

The GreatAmerica Payments page allows users to create and submit an invoice for the corresponding payment to your accounting integration for payments paid thru GreatAmerica.  The page can be accessed from the left-hand three bar menu, or on the Overview page by clicking Review Now on the alert that appears when payments need to be reconciled. Payments will be listed with the appropriate action needed to create the invoice.  If an invoice is created and it is associated with a contract ID, subsequent payments will be assigned the same invoice as long as the payment amounts match.  If a payment has a vendor invoice number, that existing invoice will be used to apply the payment. Filter: Allows the ability to filter the list by status, payment date, company, payment ID and payment amount. Deleting the text in the field resets the filter to the full list. Date Range Filter:  The date range for the resolved payments.  All unresolved payments will be listed. Payment Status
Payment Status Description Resolved? Steps to Resolve
Complete The payment has successfully synced to the primary accounting provider. Yes
Pending Sync The payment is flagged to sync to the accounting provider. The payment will move to Complete status when successfully synced. No No user action required. The payment will resolve after a successful accounting provider sync and move to Complete. The sync can be canceled and will reset the status to Incomplete.
Incomplete The payment requires an invoice matching the payment amount. To resolve, an invoice must be created and submitted to sync with the accounting provider. No The customer will need to edit the invoice, matching the item total to the payment total. Once this is complete, the payment can be submitted. Submitting the payment will flag both the invoice and payment to sync to the primary accounting provider. The status is then moved to Pending Sync. Incomplete payments can also be Dismissed if the customer has no intention of resolving.
Dismissed The payment has been ignored. Yes
Pending Invoice The payment has a vendor invoice but has not synced with the accounting provider. No No user action required. The payment will resolve after a successful accounting provider sync and move to Complete. This status can be moved to Dismissed Pending Invoice.
Dismissed Pending Invoice A payment with a pending invoice that has been ignored. Yes
Return The payment is a return with a negative dollar amount. No Returns can only be dismissed and moved to Dismissed Return. The customer is responsible for resolving these payments in their accounting package.
Dismissed Return A return that has been ignored. Yes
Date:  Date payment was submitted. Company:  The company that the payment was made to Payment ID:  The payment ID or charge ID for the payment Payment Amount:  Amount of the payment Actions
  • View Invoice:  View the details of the invoice
  • Edit Invoice:  Edit the invoice so that the payment amount and invoice amount match, allowing it to be submitted to the accounting integration
  • Dismiss:  Dismisses the payment from needing further action.  No invoice or payment will be submitted to accounting integration
  • Cancel Sync:  Prevents an invoice from being submitted to the accounting product
  • Undo Dismiss:  Moves the payment back to an Incomplete or Pending Invoice state

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GreatAmerica Payments-Edit Invoice

When a payment doesn't have a vendor invoice number or previous matching invoice, an invoice will need to be created or selected to apply the payment towards.  Payments that have the Edit Invoice action means the invoice needs to be edited to supply correct information to submit the invoice to the accounting integration. After clicking Edit Invoice next to the payment, the Edit Invoice form will be presented.  For reference, the payment information is listed above the invoice.  The invoice shows the company name, Vendor Invoice Number (optional) and Contract ID (optional).  The payment memo field contains a description of the charge supplied by the GreatAmerica remittance data. Click the + Add Line Item to enter the line item details for the invoice.  Select an Item ID from the list.  Modify the item description, rate, quantity and amount as appropriate. Continue to add line items until the Line Item Total equals the Total Due. Click Save to save changes to the invoice and to keep the invoice in an Incomplete state. When the Remaining field equals 0, the invoice can be submitted by clicking the Submit Payment button. Clicking Submit Payment will change the state of the payment to Pending Sync where it will remain until a sync is done with your accounting integration. To select an invoice to apply the payment towards, enter in an invoice number in the Select Invoice field.  In the drop down list, select the appropriate invoice to be used.  Only open invoices that have a total equal or greater than the payment amount will be shown in the drop down list.  A selected invoice can not be modified or have additional line items added.  If you no longer want to select an existing invoice but rather use the invoice generation provided by ConnectBooster, select the invoice named Use Automatically Generated Invoice.  Clicking Submit Payment will change the state of the payment to Pending Sync where it will remain until a sync is done with your accounting integration.  

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