FAQ & Troubleshooting
Common issues, error resolution, and troubleshooting guides.
- Access & PermissionsLogin issues, permission errors, feature restrictions, and API key authentication.
- PSA Sync IssuesAutotask, ConnectWise, and HaloPSA synchronization errors and resolution steps.
- Email & NotificationsEmail delivery issues, outbound IP allowlisting, unverified sender warnings, template variables, DNS setup, and notification troubleshooting.
- Products & CatalogProduct visibility, import failures, media issues, and pricing problems.
- Billing & ProcurementTicket charge statuses, billing code errors, and procurement order issues.
- API & Integration ErrorsRate limits, webhook delivery, distributor connections, and credential management.
- Security & LegalSecurity information, terms, privacy, compliance.
- Terms & ConditionsThese are the general terms and conditions for Salesbuildr
- Duplicate name in HaloPSAWhat to do when a product cannot sync to HaloPSA because another item already uses the same name and HaloPSA requires unique product names.
- Cannot import Autotask product — no category mappedWhat to do when Salesbuildr cannot import an Autotask product, service, or labor item because it has no mapped category.