BMS Migration | ConnectWise import to BMS does not bring over contact data

Problem: When attempting to import data from ConnectWise via Admin > Imports & Exports > Import Data only company data gets imported.

Resolution: This import tool was meant to be used as a quick tool. At this time, this import does not handle mappings. Engineering has an advanced tool for importing Accounts and Contacts from the backend.

If you would like to get this imported from the backend, share the following details:

1. Create a support ticket and reference this KB article.
2. Share the Private Key, Public Key, the URL, ConnectWise credentials and the Company of your ConnectWise account.
3. Share BMS company name and URL.