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This guide walks you through connecting QuoteWerks Web to MSPortal.ai using the 3-step setup wizard.

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Overview

QuoteWerks is a quoting and proposal platform used by MSPs to create and deliver sales quotes. By integrating QuoteWerks with MSPortal.ai, you can:
  • View QuoteWerks quotes, including line items, on the MSPortal Quotes page
  • Map QuoteWerks customers to your MSPortal companies for a unified view
  • Optionally surface customer-facing QuoteValet links directly on each quote

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Prerequisites

Before you begin, ensure you have:
  • An active QuoteWerks Web account with access to Setup options
  • Admin access to MSPortal.ai with the manage_settings_integrations permission
  • Companies already set up in MSPortal (from your PSA integration or manually created)

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Part 1: Create an API Key in QuoteWerks

1

Log into QuoteWerks Web

Open your QuoteWerks Web instance in the browser, for example https://na.quotewerks.com/.
2

Open the API Settings

Go to Setup > Options > Zapier and API.
3

Create a New Key

Click Create a New Key and name it MSPortal so you can identify its purpose later.
4

Copy the API Key

Click on the API key to copy it. It should look like this:
qww_live_0a1BcDeF2gHiJkLmN3oPqRsT4uVwXyZ5aBcDeF6gHiJ
Treat this key like a password. Anyone with the key can read your QuoteWerks data.

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Part 2: MSPortal Setup Wizard

MSPortal provides a guided 3-step wizard to connect and configure your QuoteWerks integration.

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Starting the Wizard

1

Navigate to Integrations

In MSPortal, go to Settings > Integrations.
2

Start Setup

Find the QuoteWerks integration card and click Setup (or Configure if previously connected) to launch the setup wizard.

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Step 1: Connect

1

Paste Your API Key

Paste the API key you copied from QuoteWerks into the API Key field.
2

Add a QuoteValet Link (Optional)

If you use QuoteValet to deliver quotes to customers, paste any QuoteValet quote link into the QuoteValet link field. MSPortal extracts your QuoteValet account id from the link and uses it to build customer-facing quote links on the Quotes page.
You can skip this field and add it later. It only affects whether QuoteValet links appear on quotes; the quote sync works without it.
3

Test Connection

Click Test Connection to verify the key. On success, MSPortal shows who you are authenticated as, your account number, and the number of available tables.If the connection fails:
  • Check that the API key is copied exactly, with no extra spaces
  • Verify the key is still active under Setup > Options > Zapier and API in QuoteWerks
4

Connect QuoteWerks

Click Connect QuoteWerks to save the connection.
Your API key is stored securely in encrypted vault storage and is only used by server-side sync jobs.

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Step 2: Map Customers

Map your QuoteWerks customers to MSPortal companies. This determines which company each quote is attached to in MSPortal.
1

Wait for the Customer Sync

After connecting, MSPortal fetches your customers from QuoteWerks. This may take a few moments depending on the size of your account.
2

Use Quick Match (Recommended)

Click Quick Match to automatically match QuoteWerks customers to MSPortal companies by name. Review the suggested matches and apply the ones that are correct.
3

Manually Map Remaining Customers

For customers that were not automatically matched, select the correct MSPortal company from the dropdown in the mapping column. You can also create a new MSPortal company directly from this screen if one does not exist yet.
4

Proceed

Click Next to continue.
Quotes only appear in MSPortal for customers that are mapped to a company. You can return to this step at any time to map newly added customers.

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Step 3: Complete

1

Start Quote Sync

Click Start quote sync to pull your QuoteWerks quote headers and line items into MSPortal.
2

Open Quotes

Once the sync starts, click Open Quotes to view your quotes on the MSPortal Quotes page.
After setup, QuoteWerks syncs automatically in the background. Quotes refresh every 4 hours and customers refresh daily.

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What Gets Synced

Data TypeDirectionDescription
CustomersQuoteWerks → MSPortalCustomer records for mapping to MSPortal companies
QuotesQuoteWerks → MSPortalQuote headers shown on the Quotes page
Line ItemsQuoteWerks → MSPortalProducts and services on each quote

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Managing Your Integration

After setup, manage your integration from Settings > Integrations:
ActionDescription
ConfigureRe-open the setup wizard to update the API key, QuoteValet link, or customer mappings
DeleteRemove the integration, synced QuoteWerks data, and stored vault credentials

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Rotating the API Key

If you need to replace the API key, create a new key in QuoteWerks under Setup > Options > Zapier and API, then re-open the wizard’s Connect step, paste the new key, and click Update credentials. Leaving the API Key field blank keeps the currently stored key.

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Troubleshooting

Causes:
  • The API key was copied incorrectly or has extra whitespace
  • The key was deleted or regenerated in QuoteWerks
Solutions:
  1. Copy the key again by clicking on it in Setup > Options > Zapier and API
  2. Create a new key named MSPortal and update the credentials in the wizard
Causes:
  • The initial customer sync is still in progress
Solutions:
  1. Wait a few minutes; the mapping screen refreshes automatically while the sync runs
  2. Verify the connection test passes on the Connect step
Causes:
  • The customer on the quote is not mapped to an MSPortal company
  • The first quote sync has not finished yet
Solutions:
  1. Return to the Map step and map the customer to a company
  2. Wait for the background sync, which refreshes quotes every 4 hours