You are here:  QuoteWerks Help > CHAPTER 9: Contact Management Integration > ConnectWise Integration > Setting up the ConnectWise Integration > Configuring QuoteWerks for Use with ConnectWise > ConnectWise Integration Setup

The ConnectWise Setup defines defaults for ConnectWise opportunities and for the linked product data source.

Click on the [ConnectWise Setup] button to begin setup.

 

ConnectWise Setup Window

The screen shot below shows the ConnectWise Setup window.

 

To learn more about the setup tabs presented to you on the ConnectWise Setup window, see:

●Settings Tab

●Opportunities Tab

●Products Tab

Version 5.2 (Build 8.12)  - July 7th, 2017