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ConnectWise Sell & Order Porter Field Mapping

This document is the tailored ConnectWise Sell specific setup article.

Note: the options below will NOT be available with the Sell Basic tier

For Part 1 & 3, Please visit:

ConnectWise Manage Custom Field Mapping

In order to have the URL automatically injected when a Quote is published, you will now need to map Order Porter to use this new Custom Field.

Navigate to Settings > CRM Integration > Opportunity Settings > Custom Opportunity Mappings.

If step 1 has been completed correctly, you should already see a field named ‘Customer Quote URL’.

In line with the Customer Quote URL field, select OrderPorterURL in the dropdown menu and select Save.

That's it! Proceed to Step 3 to finish setup within the ConnectBooster portal.

The link will not generate until after the quote has been published and sent to the organization.
Information is only pushed to Manage when the user updates the opportunity, so if the link does not populate the Manage field you may to resave the Opportunity.
The field will not be visible in a quotes UI, it will only be accessible from the mapping screens.