Setup Steps

Connector Pre-Requisites

Connecting to ConnectWise - Sell/CPQ, you need to make sure that:

• You or the user configuring ConnectWise - Sell/CPQ has administrative access to the cloud based application.

Instructions (Basic Connection Setup)

DLH.io securely connects to your ConnectWise - Sell/CPQ system. Using the form in the DLH.io portal after selecting this source connector, please complete the following basic steps:

Using the form please complete the following basic steps:

1. Enter a Name or Alias for this connection, in the 'Name/Alias' field, that is unique from other connectors.
2. Enter in the 'Target Schema Prefix' field, a name that will be unique in your target cloud warehouse destination database where you wish to land the data.
3. Enter the 'Host URL' for this ConnectWise - Sell/CPQ API integration
4. Enter the 'Access Key' for this ConnectWise - Sell/CPQ API integration
   • If you do not know your access key please go to the Step 1: Find your Access Key
5. Enter the 'Public Key' for this ConnectWise - Sell/CPQ API integration
   • If you do not know your access key please go to the Step 2: Create API Keys
6. Enter the 'Private Key' credential for this ConnectWise - Sell/CPQ API integration
   • If you do not know your access key please go to the Step 2: Create API Keys
7. Click the Authorize Your Account button which will save the connection.

Other Information and Links

• Change Log & Notes
• Connector's Supported Features
• Main Overview for this Connector