ConnectWise - Sell/CPQ
DLH.io documentation for ConnectWise - Sell/CPQ
ConnectWise CPQ™ (formerly known as Sell), you can significantly accelerate your sales process, streamlining it from the initial quote to obtaining the customer's signature. This platform offers complete transparency and accountability throughout the entire sales journey. With ConnectWise CPQ™, you can effortlessly create professional and standardized quotes and proposals by leveraging customizable templates.
Replicate your ConnectWise data to your Cloud data waresehouse in order to combine this data with other sources in order to unlock new insights such as customer 360, marketing campaign effectiveness and using AI to help Sales Reps identify what products/services they should be selling to their customers.
Setup Instructions
Follow the setup steps guide for configuring your ConnectWise - Sell/CPQ connection to enable data to flow into your destination via DLH.
Supported Features
Here are key features supported for this connector.
| Sync Feature | Supported | Details |
|---|---|---|
| Custom Data and Development | ✓ | Ability to enhance connector upon request |
| Historical Re-Load/Load | ✓ | |
| Incremental/Delta Load | ✓ | Gets most recent records and changes |
| Column Selection | ✓ | |
| Column Hashing | ✓ | |
| Re-Sync Table/Entity | ✓ | Select at the table level to reload data history (on next Sync Bridge run) |
| Custom Queries | Utilizing SQL Data Query Connector | |
| Custom Data | ||
| Captures Deleted Rows | ✓ | On all supported tables |
| API Sync Bridge Initiation | ✓ | |
| Priority Scheduling | ✓ | |
| Private VPC/Link | ☂ | |
| DLH Data Model Available | - |
If you have any questions about these supported features please reach out to our Customer Support team.
Details on Sync Processing
For this connector, we believe the sync processing is straightforward. We've provided a number of details, steps, and other guidance here and in the setup steps guide. Be sure to also check the change log and notes page from time to time for any changes.
Generating your API keys for ConnectWise Sell
The following steps explains how to generate the API keys required to connect to ConnectWise Sell/CPQ.
Step 1: Find your Access Key
- To find your Access Key, log into ConnectWise Sell and find your Access Key within the URL.
Please note: When accessing ConnectWise Sell, log in directly to ConnectWise Sell and avoid accessing it through the ConnectWise Manage (CWM) Portal.
- Your Access Key includes your subdomain followed by an underscore and the word "azure" e.g. accesskey=subdomain_azure
- Keep this information handy for a later step.
Step 2: Create API Keys
API keys are used for authentication with the API. Authentication with a username and password is notallowed. To create your API Keys follow the following steps:
- Go to Settings
- Now click on the Organization Setup tab
- Find 'API Keys'
- Now click on the 'Add' button on the top right of the screen
Issue Handling
If any issues occur with the authorization simply return to the sources page in DLH.io, edit the source details and click the Save & Test or Authorize Your Account or Re-Authorize Account button to confirm connectivity. If any issues persist please contact our support team via the DLH.io Support Portal.