> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure QuoteWerks Integration

> Connect QuoteWerks Web to MSPortal.ai to sync quotes, customers, and line items

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

## 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

## 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)

***

## Part 1: Create an API Key in QuoteWerks

<Steps>
  <Step title="Log into QuoteWerks Web">
    Open your QuoteWerks Web instance in the browser, for example `https://na.quotewerks.com/`.
  </Step>

  <Step title="Open the API Settings">
    Go to **Setup > Options > Zapier and API**.
  </Step>

  <Step title="Create a New Key">
    Click **Create a New Key** and name it `MSPortal` so you can identify its purpose later.
  </Step>

  <Step title="Copy the API Key">
    Click on the API key to copy it. It should look like this:

    ```
    qww_live_0a1BcDeF2gHiJkLmN3oPqRsT4uVwXyZ5aBcDeF6gHiJ
    ```

    <Warning>
      Treat this key like a password. Anyone with the key can read your QuoteWerks data.
    </Warning>
  </Step>
</Steps>

***

## Part 2: MSPortal Setup Wizard

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

### Starting the Wizard

<Steps>
  <Step title="Navigate to Integrations">
    In MSPortal, go to **Settings > Integrations**.
  </Step>

  <Step title="Start Setup">
    Find the **QuoteWerks** integration card and click **Setup** (or **Configure** if previously connected) to launch the setup wizard.
  </Step>
</Steps>

***

### Step 1: Connect

<Steps>
  <Step title="Paste Your API Key">
    Paste the API key you copied from QuoteWerks into the **API Key** field.
  </Step>

  <Step title="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.

    <Note>
      You can skip this field and add it later. It only affects whether QuoteValet links appear on quotes; the quote sync works without it.
    </Note>
  </Step>

  <Step title="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
  </Step>

  <Step title="Connect QuoteWerks">
    Click **Connect QuoteWerks** to save the connection.

    <Info>
      Your API key is stored securely in encrypted vault storage and is only used by server-side sync jobs.
    </Info>
  </Step>
</Steps>

***

### Step 2: Map Customers

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Proceed">
    Click **Next** to continue.
  </Step>
</Steps>

<Note>
  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.
</Note>

***

### Step 3: Complete

<Steps>
  <Step title="Start Quote Sync">
    Click **Start quote sync** to pull your QuoteWerks quote headers and line items into MSPortal.
  </Step>

  <Step title="Open Quotes">
    Once the sync starts, click **Open Quotes** to view your quotes on the MSPortal Quotes page.
  </Step>
</Steps>

<Info>
  After setup, QuoteWerks syncs automatically in the background. Quotes refresh every 4 hours and customers refresh daily.
</Info>

***

## What Gets Synced

| Data Type  | Direction             | Description                                        |
| ---------- | --------------------- | -------------------------------------------------- |
| Customers  | QuoteWerks → MSPortal | Customer records for mapping to MSPortal companies |
| Quotes     | QuoteWerks → MSPortal | Quote headers shown on the Quotes page             |
| Line Items | QuoteWerks → MSPortal | Products and services on each quote                |

***

## Managing Your Integration

After setup, manage your integration from **Settings > Integrations**:

| Action        | Description                                                                           |
| ------------- | ------------------------------------------------------------------------------------- |
| **Configure** | Re-open the setup wizard to update the API key, QuoteValet link, or customer mappings |
| **Delete**    | Remove the integration, synced QuoteWerks data, and stored vault credentials          |

### 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.

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Connection test fails">
    **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
  </Accordion>

  <Accordion title="No customers appear in the mapping step">
    **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
  </Accordion>

  <Accordion title="Quotes are missing from the Quotes page">
    **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
  </Accordion>

  <Accordion title="QuoteValet links do not appear on quotes">
    **Causes:**

    * No QuoteValet link was provided during setup

    **Solutions:**

    1. Re-open the wizard's Connect step, paste any QuoteValet quote link into the **QuoteValet link** field, and click **Save settings**
  </Accordion>
</AccordionGroup>

***

## Related Resources

* [Sync Schedules](/user-guides/integrations/sync-schedules) - When each integration syncs
* [Import Companies](/user-guides/integrations/import-companies) - General company import guide
* [Integrations Overview](/user-guides/integrations/index) - Browse all available integrations