Using the ConnectWise Integration

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Using the ConnectWise Integration

This section takes you through using the ConnectWise Integration in QuoteWerks. This will show you how to pull ConnectWise customer records into sales quotes, create ConnectWise opportunities, and more.

Most of the features described in this topic's sub-topics require that you've already pulled the account/contact information into the Sold to / Ship to tab of the Quote Workbook.

Note:When this is done, the ConnectWise account number embeds into the quote. QuoteWerks uses this account number to write information back to ConnectWise.

Please click the following topics to learn more about writing information back to ConnectWise:

•Pulling ConnectWise Account/Contact Information into QuoteWerks

•ConnectWise Online/Offline Status

•Recurring Revenue in ConnectWise

•Creating/Updating ConnectWise Sales Opportunities

•Creating ConnectWise Projects

•Creating ConnectWise Service Tickets

•Writing Grouped Bundles from QuoteWerks into ConnectWise

•Creating or Updating a Linked Document in ConnectWise

•Creating or Updating a Follow-Up Call in ConnectWise

•Creating a One-Off Activity in ConnectWise

•Viewing a Quote in ConnectWise

•Starting a New Quote from Inside ConnectWise

•Creating a ConnectWise Sales Order from an Opportunity

•Creating New ConnectWise Company from QuoteWerks

•QuoteWerks Dashboard Notifications for ConnectWise

•Sending Agreements from QuoteWerks to ConnectWise

•Creating Purchase Orders in ConnectWise

•F2 Lookup Features

•Including Additional Contact-Manager Fields when Printing

 

Note:Writing information to ConnectWise requires that you have access to ConnectWise. If you are running QuoteWerks on a laptop and are not connected to your locally hosted or ConnectWise hosted copy of ConnectWise, you will not be able to write information back to ConnectWise.