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 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) datalakehouse io securely connects to your connectwise sell/cpq system using the form in the datalakehouse io portal after selecting this source connector, please complete the following basic steps using the form please complete the following basic steps enter a name or alias for this connection, in the 'name/alias' field, that is unique from other connectors 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 enter the 'host url' for this connectwise sell/cpq api integration enter the 'access key' for this connectwise sell/cpq api integration if you do not know your access key please go to the connectwise sell/cpq docid\ bnkz3wp7or4gpfbcjxd5f enter the 'public key' for this connectwise sell/cpq api integration if you do not know your access key please go to the connectwise sell/cpq docid\ bnkz3wp7or4gpfbcjxd5f enter the 'private key' credential for this connectwise sell/cpq api integration if you do not know your access key please go to the connectwise sell/cpq docid\ bnkz3wp7or4gpfbcjxd5f click the authorize your account button which will save the connection 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 datalakehouse 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 datalakehouse io support portal https //datalakehouse zendesk com