Error
Failed to get (Transaction Details). | Error: { "code": "Security", "message": "You do not have security permission to perform this action." })
Applies to: ConnectWise, Xero, QuickBooks Online
How can this happen?
The ConnectWise member performing the sync does not have the role permission needed for relevant ConnectWise Manage modules.
Solution
Ensure that the role permission of the ConnectWise member performing the sync has access to all the modules needed by Wise-Sync
ConnectWise Role and Permissions
For more information, see Modules and Permissions needed by Wise-Sync and