Exporting Billing Contacts in ConnectWise PSA

📌 In this episode, we tackle a frequently asked question: “How do I export a list of only my billing contacts in ConnectWise?” Whether you want to email invoice recipients or filter specific contacts, this tutorial has you covered! 🔍 Key Takeaways: 1️⃣ Skip the Contacts Tab: Instead of navigating to Companies - Contacts, leverage the Marketing Communications Manager for a comprehensive list of all your contacts with detailed attributes. 2️⃣ Filter by Billing Contacts: Use the Billing column to filter contacts with “Yes” under billing. Ensure your columns (like Primary and Billing) are visible by adjusting them through the gear icon and saving your settings. 3️⃣ Export or Email: Export your filtered list to Excel for external use. Alternatively, send emails directly from within the ConnectWise PSA Manage system. 🚀 By the end of this video, you’ll know how to: Identify and filter billing contacts quickly. Export clean, targeted contact lists for your email campaigns. Streamline communication using underutilized tools in ConnectWise. 💡 Pro Tip: The Communications Manager is an excellent tool to organize and filter your contacts. Regularly update your columns and filters to keep your data accurate and accessible!