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Use Import or match companies on the QuoteWerks connection page to link each imported QuoteWerks customer to the right MSPortal company. A saved match decides which company a customer’s quotes and line items belong to. Matching is separate from each user’s permission to read quotes.

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Before you start

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

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Find a customer

1

Open the matching task

Go to Settings > Integrations, open the intended QuoteWerks connection from the Active tab, and select Import or match companies in the Setup guide. The workspace is titled Import or match QuoteWerks customers.
2

Choose a view

The workspace opens on Import, which lists every customer that still needs a company. Use Suggested for customers with a proposed company, Matched to review saved matches, and Ignored for customers you set aside.
3

Search

Use Search customers to find the customer and check its identity.
4

Import missing customers

If no customers have synced yet, select Sync customers and wait for them to arrive. For a single missing customer on an existing connection, select Run sync > Customers in the page header, then check again.

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Match a customer to a company

1

Accept or choose

For a customer with a suggestion, check the proposed company and its confidence, then select Accept. To pick a different company, select Change. For a customer without a suggestion, select Choose company… and search for the MSPortal company. Check the name carefully when several companies look alike.
2

Check the result

Each match saves immediately. Wait for the success message, then find the customer in Matched. Navigation does not submit a separate set of pending links.
3

Check a quote

Open a quote for that customer under Quotes. Saving a match also moves the customer’s already imported quotes and line items to the company, so you do not need to reimport.
Several customers can match one portal company. Confirm their quotes belong under that company before combining them.

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Accept strong matches in bulk

1

Open the review

Select Accept N strong matches. Only pairs with 90% confidence or more are included.
2

Review every pair

Untick any pair you want to review yourself. A high score is only a name match, so confirm the two records are the same organization.
3

Accept

Confirm the review. A batch can partly succeed. Check Matched and review only the customers still waiting.

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Import a company when none exists

Search existing companies before importing. On an unmatched row, select Import to create a portal company from the customer and match it right away. To import several at once, use Import companies and review the selection. Existing companies with the same name are matched instead of duplicated. If the company is imported but matching fails, choose that company from the row on retry. Leaving setup does not delete it.

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Ignore or restore a customer

Select Ignore to set aside a customer you never want matched. It moves to Ignored and is not deleted from QuoteWerks. Select Restore in Ignored to return it for review.

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Remove or change a saved match

1

Open the matched customer

In Matched, find the customer and select Change.
2

Pick the correct company, or remove the match

Choose the right company, or select Remove match. Either change saves immediately, with no confirmation, and leaving the page does not undo it.
Removing a saved match 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. Saving a corrected match updates the company on already imported quotes and line items. A sync is only needed for new or changed QuoteWerks data.

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Finish the task

1

Continue

Select Continue to Review.
2

Finish setup

On Review, select Finish setup. This records that setup is complete. It does not certify every match or start a quote sync.
3

Start the quote sync

Select Run sync > Quotes in the page header to import quotes from QuoteWerks. Check Sync activity, then check a known quote’s company and line items under Quotes, and confirm the intended company role has quote access.

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Troubleshooting

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Frequently asked questions

Yes. Accepting a suggestion, choosing a company or importing a company saves right away.
Yes. Accepted pairs save when you confirm. Unticked pairs stay as suggestions for you to review.
No. Saving a match moves the quotes and line items already imported. A sync only brings in new or changed data from QuoteWerks.
Yes. Choose the same company for each customer.
No. It only sets the customer aside in MSPortal. Select Restore to bring it back.