Follow the below instructions for pushing specific QuoteWerks fields into the ConnectWise opportunity.
Setup
To setup the DataLink, click on Contacts-> Setup Contact Manager menu selection. Highlight (if not already highlighted) your CRM/PSA and click on the [DataLink Setup] button on the window.
The DataLink Setup window will open. If you have not created a DataLink yet, the field will be blank:
Create, Edit, Delete DataLinks
The three icons on the top left of the window will allow you to create (
), edit (
), and delete (
) DataLinks.
Creating a new DataLink
In the following example we are going to walk through how to push a contract date from QuoteWerks and have it populate a Custom Field in ConnectWise. You can push other fields through the DataLink mapping window. You will need to create a new DataLink for each field you would like to populate however.
Step 1: Click on the create () button.
Step 2: On the next window (DataLink Mapping), change the first drop-down menu to CRMOppHeader_CreateUpdate to choose to push a DocumentHeader field from QuoteWerks to ConnectWise. To push specific line item information, select CRMOppItem_CreateUpdate option. Your selection here will determine the table that QuoteWerks will use to push data into ConnectWise.
Step 3: Under the External System ID field, change the drop down to ConnectWise.
Step 4: On the next field of Assign Field Mapping click on the radial button for Write out to External System.
Step 5: The drop down for External Field as Source will list the fields available from QuoteWerks. Select the field you would like to push into ConnectWise.
Step 6: Once your External field as source is selected, choose the ConnectWise destination field where you would like the data to be populated in the External System Field as a Destination.
Step 7: Click [Ok] to complete the DataLink Mapping.
Editing an existing DataLink
To edit an existing DataLink, highlight the link and click on the edit () button. This will open the DataLink Mapping window and allow you to change any of the fields previously set for that DataLink.
Deleting an existing DataLink
To delete an existing DataLink, highlight the link and click on the delete () button. This will remove that specific DataLink from your system. Please note, this cannot be undone.
Disabling a DataLink
Disabling a DataLink will let users disable the DataLink from working without having to remove the link. This is very useful if you need to stop a DataLink from working for a period of time, but do not want to remove it from the DataLink list.
To disable a DataLink, highlight the DataLink and click on the checkbox for Disable DataLink. Uncheck it to re-enable the DataLink.