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Use the Map step in QuoteWerks setup to associate imported QuoteWerks customers with the correct MSPortal companies. Saved links determine company assignment for related quotes and line items. Audience: MSP staff with integration-company mapping access. Company users ask their MSP to correct a mapping. Creating a portal company additionally requires company-write access and active billing.

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Find the customer

  1. Open Settings > Integrations, manage the existing QuoteWerks connection, and open Map.
  2. Wait for the customer table to load. Use its Name and Mapped filters to find the intended customer.
  3. Check the customer name and existing portal company before making changes. The QuoteWerks ID column identifies the source record; you do not need to type it into a field.
  4. If a recently added customer is missing, use Sync and allow the background customer import to finish.
The Total Items, Mapped, and Unmapped cards help locate work. Pending choices can affect the displayed counts, so inspect the row’s Pending or Saved status rather than treating the counts as proof of persistence.
1

Choose the correct company

In the customer’s company selector, search for and select the existing MSPortal company. Check the name carefully, especially when companies have similar names.
2

Review the pending choice

The row shows Pending. The choice has not yet been saved. Clear unrelated row selections before saving so you do not accidentally request new company creation.
3

Save the link

Select Import Selected and wait until the intended row shows Saved. This action saves pending mappings even when no row checkbox is selected.
4

Check the result

Reopen the Map step to confirm the saved company. Check a related quote under the intended company in Quotes. Saving a link updates the company assignment of already imported related quotes and line items; it does not require a provider reimport solely to apply that mapping.
MSP mapping controls. Quick Match and Import Selected are disabled in this example because there is no eligible matching or pending import work.

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Assign several customers to one existing company

  1. Select only the intended customer rows using their checkboxes.
  2. In the bulk company selector, choose the existing company.
  3. Select Assign. The choices become Pending and the selected-row set is cleared.
  4. Review the pending company names.
  5. Select Import Selected and verify Saved on the affected rows.
Assign stages the choices; it is not the persistence step. Several source customers can be linked to one portal company, but review the effect on all their quotes before doing so.

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Review Quick Match suggestions

Select Quick Match when unmapped customers are available. Review the proposed customer-company pairs and their confidence scores. Adjust the threshold and selected matches as needed; the threshold can select multiple proposals, including proposals outside a narrowed search view. Review the complete selection before applying it. Applying the chosen suggestions creates Pending links. Use Import Selected and verify Saved to persist them. A high confidence score is a name-matching suggestion, not proof that two organizations are the same company.

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Create a portal company only when needed

Prefer linking to an existing company. If one genuinely does not exist, the row’s add-company control can open Create Company. Confirm the intended company name before submitting. Creating the company persists that new portal record immediately, then leaves the customer link pending for mapping save. Clearing the pending link does not delete the company you just created.
Import Selected has two purposes: it saves pending mappings and creates portal companies for selected unmapped customers. Selecting an unmapped row and clicking Import Selected is not simply a request to link it to an existing company. Use the company selector or bulk Assign first when you intend to reuse existing companies.
  • For a Pending row, the × control clears the local pending choice.
  • For a Saved row, × immediately removes the saved company link. There is no additional save step or confirmation. Related imported quotes and line items become unassigned to that company.
  • To correct a saved company, clear the incorrect saved link, choose the correct company, and save with Import Selected. Verify the final row and related quotes.
Unlinking does not delete the QuoteWerks customer, quote, or portal company. It changes portal company assignment and can remove the quote from the previous Company’s accessible view.

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Leave the Map step safely

Use Import Selected and verify Saved before leaving. Next attempts to save pending work, but advancing to another step is not reliable proof that saving succeeded. Check any error messages and return to the affected rows after a failure. Clicking a step heading can bypass the pending-save flow and discard unsaved mapping choices. The Complete message is not an audit of every mapping. Once saved, continue to Complete and select Start quote sync if you need to import quotes from the provider.

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Frequently asked questions

MSP staff open Settings > Integrations, manage QuoteWerks, and select Map. Company users ask their MSP to correct the mapping.
No. A selection shows Pending. Use Import Selected and wait for Saved before treating it as persisted.
No. Assign stages pending choices and clears row selection. Review the choices, then use Import Selected and verify Saved.
Yes. It saves pending mappings and creates portal companies for selected unmapped customers. Clear unrelated selections and choose existing companies first when you intend to reuse them.
No. Applying reviewed Quick Match suggestions stages Pending links. Import Selected persists them. Review actual organization identities, not just confidence scores.
Yes. A narrowed search can hide proposals while the broader selection remains. Review the complete selected set before applying it.
The displayed counts can include pending choices. The row must show Saved, and remain saved when reopened, before you rely on the mapping.
You can navigate with step headings, but doing so can discard unsaved mapping choices. Save with Import Selected and verify Saved before leaving.
No. Next attempts a save, but navigation or a ready message does not prove every operation succeeded. Review errors and verify the affected rows show Saved.
Saving a customer mapping updates company assignment on related quotes and line items already imported. Sync is needed for new or changed provider data, not solely to apply the mapping to existing related records.
Yes. Use the individual selector or bulk Assign, review the pending choices, and save them. All affected quotes should belong to that portal company.
Mapping and company creation use separate permissions. Company creation also requires active billing. Ask an MSP administrator to review your company-write access.