QuotaPath's integration with ConnectWise allows you to easily import data from your ConnectWise account to use in QuotaPath to calculate commissions or inform payouts eligibility. In this article, we'll cover the requirements to set up this integration and provide step-by-step instructions.
Integration Requirements
Before connecting ConnectWise to your QuotaPath workspace, you'll need to obtain the information below:
Company: company name or ID that you use to log in to your ConnectWise instance. This is the value you enter on the ConnectWise login screen.
Public Key: public key generated for the API Member account you will use for the integration with QuotaPath
Private Key: private key generated for the API Member account you will use for the integration with QuotaPath
Sandbox: select this option to connect to the sandbox instance of ConnectWise. Leave unselected to connect to the production environment.
Continue reading below for detailed instructions on how to obtain the above information in ConnectWise.
Supported Objects
QuotaPath can import data from objects in the Sales, Project, Procurement, Finance, Companies, and System (Members) modules. This requires that the API Member account used for integration is set to "All" permission level for "Inquire" access to the requested objects.
Setup Guide
Create the API Member
If you already have an API Member with an appropriate security role that you'd like to use for QuotaPath integration, you can skip this step.
In your ConnectWise client, go to System > Members
Choose the API Members tab
To create a new API Member, click the plus (+) New Item button in the API Members tab
Complete the information in the New Member form (you may wish to fill out only the required fields marked with an asterisk)
Select the desired security role in the Role ID dropdown
You may already have an existing security role that you use with your ConnectWise integrations (or API requests) that may be a good fit
If not, you will need to create a new security role that provides access to the modules and objects you wish to sync with QuotaPath (see details in the last section below)
While you can grant the API Member an 'Admin' role, note that QuotaPath only needs "read access" to your sales commission data. The Admin role provides much broader access than necessary for this integration.
Click Save and Close to apply
Obtain API Keys
Open the newly created API Member or select an existing one from System > Members > API Members tab
Go to API Keys tab
Click the plus (+) New Item button
Enter a Description for the API Key (”QuotaPath” is a good option)
Click Save
The Public Key and Private Key will be displayed. Copy and save both API keys. They are required for the integration.
Note that the private key is only visible when the key is created
Set Up a New Security Role (If Required)
In your ConnectWise client, go to System > Security Roles
Click the plus (+) New Item button in the Security Roles section
Enter a name for the Role ID
Configure the role settings for each module based on the data you want to sync with QuotaPath. For data import, we require "All" permission level for the "Inquire" operation. At a minimum, we recommend granting this access to all objects under the Finance, Procurement, and Sales modules and the Members object under the System module
Click Save and Close to apply
How to connect ConnectWise
To connect ConnectWise to your QuotaPath workspace, click Settings in the main app navigation, and then Integrations. Find the ConnectWise integration card and click ‘Connect’.
Integration Source Form
Enter the above information into the integration source form shown below and click 'Submit' when complete.
After receiving the confirmation that the integration has been successfully connected, click 'Next' to proceed.
Sync Schedule
At the top of the following screen, use the dropdown selector to set the sync frequency. In addition to these scheduled syncs, you'll always have the option to click 'Sync Now' on the ConnectWise integration card on the 'Integrations' page to trigger a manual sync.
Objects
Next, select the objects that you'd like to import into your QuotaPath workspace.
When complete, click ‘Sync now’ to begin importing data into your QuotaPath workspace. This could take a few minutes so feel free to close the modal and navigate back to Home to complete any outstanding onboarding tasks. We will send you an email once your integration is ready to use.
Once your integration is setup, you can start syncing your plan to your integration data. Visit this article for more detailed instructions!