This article defines how the data will be pushed from Quoter to ConnectWise. Learn more about integrating with ConnectWise in this article.

Module Mapping

Person

When creating a Quote in Quoter, you can search for an existing ConnectWise Contact using our Person Search feature or create a new one automatically.

When creating or editing a new Person in Quoter, the information will be pushed to a ConnectWise Contact and Company. Quoter will try to match Contacts by email address and Companies by name. If nothing is found in ConnectWise, a new entry will be created, otherwise Quoter will use the first result found.

*If the ConnectWise Contact does not have a Company set, Quoter will pull the Personal address from the Contact. 

Quote

When creating a Quote in Quoter, you can search for an existing ConnectWise Contact or create a new one automatically. You can also pull existing ConnectWise Products into Quoter Quotes in real-time.

When a Quote is created or updated in Quoter, the ConnectWise Opportunity will be updated with the value of the Quote, and the line items in the Quoter Quote. Quoter automatically matches your existing Items, or creates new ones if they do not exist.

When a Quoter Quote is won or lost, Quoter will update the status of the ConnectWise Opportunity according to the mapping settings you configure.

When creating a Quote in Quoter, you can pull existing ConnectWise Products into Quoter Quotes in real-time.

Please Note:
*If applicable, any quote-level shipping amount and quote-level discount will need to be mapped under 'Special Line Item Mapping' or they will not be posted to the ConnectWise Opportunity.

*Requires Update Opportunity Notes with Quote Number to be selected under the Opportunity Settings when adding or editing the integration to have this information added to the Opportunity Summary.
**Quoter will try to match the User by email address when posting to ConnectWise. In the case the employee is not found, the default sales employee will be assigned to the Opportunity instead. 

Item

Quoter Line Item to ConnectWise CatalogItem

* Defined under Integration Settings > Product Settings how to Map ConnectWise Product ID to Quoter Item either by Name, by Code or by Supplier SKU will determine if the Quoter Item Name, Supplier SKU, or Item Code is synced to the ConnectWise Product ID.

** If a Quoter Subcategory is not present for the Line Item, the Line Item's Category will be synced to the ConnectWise Product Subcategory field due to the Product Subcategory being a required field in ConnectWise.

*** Set the Default Product Type in the Integration Settings or choose to use the Quoter Category.

**** Set the Default Product Class in the Integration Settings or choose to use the Quoter Category. Unmapped Categories will use the default ConnectWise Product Class (Non-Inventory).

***** Map each Quoter Recurring Frequency to ConnectWise Unit of Measure (UOM) values in the Integration Settings

Quoter Line Item to ConnectWise ProductItem

* Defined under Integration Settings > Product Settings how to Map ConnectWise Product ID to Quoter Item either by Name, by Code or by Supplier SKU will determine if the Quoter Item Name, Supplier SKU, or Item Code is synced to the ConnectWise Product ID.

** If a Quoter Subcategory is not present for the Line Item, the Line Item's Category will be synced to the ConnectWise Product Subcategory field due to the Product Subcategory being a required field in ConnectWise.

*** Set the Default Product Type in the Integration Settings or choose to use the Quoter Category.

**** Set the Default Product Class in the Integration Settings or choose to use the Quoter Category. Unmapped Categories will use the default ConnectWise Product Class (Non-Inventory).

***** Map each Quoter Recurring Frequency to ConnectWise Unit of Measure (UOM) values in the Integration Settings

Matching Logic

Person
When creating or editing a new Person in Quoter, the information will be pushed to a ConnectWise Contact and Company. Quoter will try to match Contacts by email address and Companies by name. If nothing is found in ConnectWise, a new entry will be created, otherwise Quoter will use the first result found.

Address
When a Person is pushed to ConnectWise, the addressed will be matched by Address1. If a matching site is not found, a new Site with the Address 1 name will be created and associated with the ConnectWise Contact. 

Item

When a Product or Service is pushed to ConnectWise, it will first search for an existing ConnectWise Product by the Item field mapped to the ConnectWise Product ID. For example, if the Item Code is mapped to Product ID, it will search for an existing Product where the Product ID matches the Item Code.

If the Manufacturer's Part Number is present, existing products will then be searched by MPN with the following logic

  • If a single match is found, use it.
  • If multiple matches are found:

    If Supplier SKU is present, filter matches by comparing our Supplier SKU to the equivalent field in ConnectWise

    If single match found, use it.
    If multiple matches found, use the newest product.

    Matches are filtered by comparing Quoter Item Name to the equivalent field in ConnectWise

    If single match found, use it.
    If multiple matches found, use newest product. 

If no MPN is present, or no matches were found when searching by MPN, existing Products will be searched by Supplier SKU with the following logic:

  • If single match found, use it
  • If multiple matches found:

    Matches are filtered by comparing our Item Name to the equivalent field in ConnectWise.

    If single match found, use it
    If multiple matches found, use newest product. 

Item Category/Subcategory

Pulling products/services from ConnectWise into Quoter

  • The ConnectWise Product Category and Subcategory should be matched to an existing Quoter Category and Subcategory respectively when they match by name. If no match is found, a new Category and Subcategory will be created. 

Pushing Items from Quoter to ConnectWise

  • If a Category, but not a Subcategory is assigned to the Quoter Line Item, the Line Item’s Category should be mapped to the ConnectWise Product Category. As ConnectWise requires a value for the Subcategory, the Line Item’s Category will also be mapped to the ConnectWise Product Subcategory.
  • If a Category and Subcategory are assigned to the Quoter Line Item, the Line Item’s Category should be mapped to the ConnectWise Product Category while the Line Item’s Subcategory should be mapped to the ConnectWise Product Subcategory
  • The Category and/or Subcategory should be matched to an existing ConnectWise Product Category and/or Subcategory when they match by name.

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