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.
The following ConnectWise Contact or Company fields are searched when using Person Search:
First Name
Last Name
Email Address
Work Phone
Organization
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. If specified, shipping address is also pushed.
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 creating a new Opportunity, the Business Unit will be set based on the ConnectWise API Member.
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.
**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 address will be matched by Address 1. 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 a Product ID, search for a Product where the Product ID matches the Item Code.
If MPN is present, search for existing products by MPN:
If single match found, use it
If multiple matches found, use the newest product
If Supplier SKU is present, filter matches by comparing our Supplier SKU to the equivalent field in the PSA:
If single match found, use it
If multiple matches found, use the newest product
Filter matches by comparing our Item Name to the equivalent field in the PSA:
If single match found, use it
If multiple matches found, use the newest product
If no MPN present, or no matches were found when searching by MPN, search for existing products by Supplier SKU:
If single match found, use it
If multiple matches found
Filter matches by comparing our Item Name to the equivalent field in the PSA:
If single match found, use it
If multiple matches found, use newest product
If match not found, create new 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.