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Setting up the ConnectWise Integration

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This section takes you through integrating your ConnectWise CRM with QuoteWerks. This will allow you to pull ConnectWise customer records into sales quotes, create ConnectWise opportunities, and much more using a single application: QuoteWerks.

 

The integration setup contains two separate steps:

●Configuring ConnectWise for Use with QuoteWerks

●Configuring QuoteWerks for Use with ConnectWise

 

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