Use this article as a guide when integrating your account with ConnectWise.
At any time, you can come back to the Integrations page (Settings > Integrations) to make changes to the integration.
The field mappings are set up automatically when you follow the instructions below. For more information, take a look at this article.
*Required Fields Prerequisite: The ConnectWise Opportunity requires a company to be present. We recommend navigating to Settings > Required Fields to make the Organization a required field in Quoter.
The API Keys are recommended to be created by a Regular ConnectWise member by going to System > Members to select the preferred Member. Click on API Keys > Click the + > Add 'Quoter' to Description > Click Save. Copy and Paste the Public Key and Private Key into the respective values in Quoter. As these keys are only available when the key is created, please keep a record of these keys for future reference.
You can assign an API member to a custom role specifically for API access. Click here to view the required permissions to use with Quoter.
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.
Navigate to Settings > Integrations to select ConnectWise under Professional Services Automation (PSA):
2. You'll be navigated to the Add ConnectWise Integration dialog that will allow you to select the appropriate Region and enter your credentials before clicking Connect to ConnectWise:
3. To complete the setup process, fill out the Integration Settings (Opportunity Settings, Quote Status Mapping, Product Search Settings, Product Push Settings, Item Category Mapping, Recurring Item Frequency Mapping, Shipping and Discounting Mapping, and Tax Code Mapping) and click Save Integration:
PSA for Partners: Fix Deployed for Incorrect UOM Measures on ConnectWise Items Causing Discrepancies on Template Level (May 5, 2023): Previously, many of our Partners used the UOM 'Each' under Settings > Integrations > Recurring Item Frequency Mapping in cases where a matching frequency was not set up in ConnectWise (e.g. setting a Recurring Frequency to 'Each' when an 'Annual' UOM was not set up in ConnectWise).
With a new update that allows Partners to add these Items on the Template level, we will set these Items as 'Annual' Recurring, which will not allow a Quote to be created from the Template and display the error message seen here ('We cannot load this form because the Template and Line Items have different recurring frequencies, which we no longer support'):
Even if 'Each' is set for the Non-Recurring UOM mapping, we will set the Item as 'Annual' Recurring when added to the Template. If this occurs, please update the Recurring Item Frequency Mapping settings.