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Use the Map step in QuoteWerks setup to link each imported QuoteWerks customer to the right MSPortal company. A saved link decides which company a customer’s quotes and line items belong to.

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Before you start

  • You are MSP staff with integration-company mapping access. Company users ask their MSP to fix a mapping.
  • QuoteWerks is connected and its customers have been imported. See Connect and manage QuoteWerks.
  • To create a new portal company from this page you also need company-write access and active billing.

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Find the customer

1

Open the Map step

Go to Settings > Integrations, manage the QuoteWerks connection and open Map.
2

Find the row

Wait for the customer table to load. Use the Name and Mapped filters to find the customer. The QuoteWerks ID column shows the source record. You never type it in.
3

Import missing customers

If a new customer is missing, select Sync and wait for the customer import to finish.
The Total Items, Mapped and Unmapped cards count pending choices too. Check each row’s Pending or Saved status to see what is really stored.
1

Choose the company

In the customer’s company selector, search for the MSPortal company and select it. Check the name carefully when several companies look alike.
2

Review the pending choice

The row shows Pending. Nothing is saved yet. Clear any unrelated row checkboxes, because Import Selected can create new companies for selected unmapped rows.
3

Save the link

Select Import Selected and wait for the row to show Saved. This saves pending mappings even when no row is checked.
4

Check the result

Reopen the Map step to confirm the company, then open a quote for that customer under Quotes. Saving a link also moves the customer’s already imported quotes and line items to the company, so you do not need to reimport.
Sync, Quick Match and Import Selected controls in the QuoteWerks Map step.

Sync, Quick Match and Import Selected on the Map step. Quick Match and Import Selected are disabled here because nothing is waiting to match or save.

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Assign several customers to one company

1

Select the customers

Check the boxes for only the customers you want.
2

Choose the company

In the bulk company selector, pick the existing company.
3

Assign

Select Assign. The rows show Pending and the selection clears.
4

Save

Review the pending company names, select Import Selected and check the rows show Saved.
Several customers can share one company. Check that all their quotes belong under that company first.

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Use Quick Match

1

Open Quick Match

Select Quick Match while unmapped customers remain.
2

Review the suggestions

Check each customer and company pair and its confidence score. A narrowed search can hide suggestions that are still selected, so review the full selection. Adjust the threshold or selections if needed.
3

Apply and save

Apply the suggestions you want. They appear as Pending. Select Import Selected and check for Saved.
A high score is only a name match. Confirm the two records are the same organization.

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Create a company when none exists

1

Open Create Company

Use the add-company control on the customer’s row.
2

Name and create it

Confirm the company name and submit. The company is created right away and the customer’s link stays Pending.
3

Save the link

Select Import Selected and check for Saved.
Import Selected both saves pending mappings and creates companies for selected unmapped customers. To reuse existing companies, choose them first with the row selector or Assign, and clear unrelated selections.
1

Click the x on the row

On a Pending row, the x clears the unsaved choice. On a Saved row, it removes the saved link right away, with no confirmation.
2

Choose the correct company

Pick the right company in the row selector.
3

Save

Select Import Selected and check for Saved.
Removing a saved link leaves the quotes and line items already imported without a company, so the previous company’s users can no longer see them. It does not delete the QuoteWerks customer, the quotes or the company. Clearing a pending link does not delete a company you just created.

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Finish the step

1

Save first

Select Import Selected and check that every intended row shows Saved.
2

Continue

Select Next. It tries to save pending work, so check for any error. Clicking a step heading instead can discard unsaved choices.
3

Start the quote sync

On Complete, select Start quote sync to import quotes from QuoteWerks.

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Troubleshooting

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Frequently asked questions

No. The row shows Pending until you select Import Selected and it shows Saved.
No. It stages pending choices and clears the selection. Save with Import Selected.
No. Applied suggestions are Pending until you save them.
No. Saving a mapping moves the quotes and line items already imported. Sync only brings in new or changed data from QuoteWerks.
Yes. Use the row selector or Assign, then save.