Setting up the ConnectWise Integration

<< Click to Display Table of Contents >>

Navigation:  QuoteWerks Help > CHAPTER 9: Contact Management Integration > ConnectWise Integration >

Setting up the ConnectWise Integration

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