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Use the Map step in Salesbuildr setup to link each imported Salesbuildr company to the right MSPortal company. Salesbuildr quotes are imported only for mapped companies. Mapping is separate from each company user’s permission to see those 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 link or quote permission.
  • Salesbuildr is connected. See Connect and manage Salesbuildr.
  • To create a new portal company from this page you also need company-write access and active billing.

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Map a company

1

Open the Map step

Go to Settings > Integrations, manage the Salesbuildr connection and select Map.
2

Find the source company

Wait for the table. Use the Name and Mapped filters. The Type column helps identify the Salesbuildr record. If the company is missing, select Sync, wait for it to finish and check for connection errors.
3

Choose the portal company

In the row’s company selector, pick the existing MSPortal company. The row shows Pending.
4

Save

Clear unrelated row checkboxes, then select Import Selected. Check that the row shows Saved.
5

Continue and check quotes

Select Next and let the quote sync finish. Then open a known quote under the company to confirm it arrived.
The Mapped count includes pending choices, so rely on the row’s Saved status and on what you see when you reopen the step.

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Assign several companies to one portal company

1

Select the rows

Check only the Salesbuildr companies you want.
2

Choose the company and assign

Pick an existing company in the bulk selector and select Assign. The rows show Pending and the selection clears.
3

Save

Review each target, select Import Selected and check for Saved.
Several source companies can share one portal company. Confirm their quotes should appear under it first.

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Use Quick Match

1

Open Quick Match

Select Quick Match.
2

Review the pairs

Check each Salesbuildr company and portal company pair. A name score is not proof of the same organization. A narrowed search can hide suggestions that are still selected, so review the full selection.
3

Apply and save

Apply the pairs you want, select Import Selected and check for Saved.
Quick Match does not import quotes.

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Create a portal company

1

Open Create Company

Use the add-company control on the row.
2

Create it

Confirm the name and submit. The company is created right away and its mapping stays Pending.
3

Save the mapping

Select Import Selected and check for Saved.
Import Selected both saves pending mappings and creates companies for selected unmapped rows. To reuse existing companies, choose them first and clear unrelated selections.

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Remove or correct a mapping

1

Click the x on the row

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

Choose the correct company

Pick the right existing company in the row selector.
3

Save and resync quotes

Select Import Selected, then request a quote sync and check that the quotes appear under the right company.
Unlinking a Salesbuildr company deletes its imported quotes and line items from MSPortal. QuoteWerks behaves differently and keeps its quotes unassigned. The original quotes in Salesbuildr and the portal company are not deleted. Saving a new link does not bring the deleted rows back, so run a quote sync after you relink.
If a batch shows an error, some changes may already be saved. Reopen the table, check which rows show Saved and retry only the rest.

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Leave the step

Next and the step headings try to save pending Map work and request a quote sync. Complete Setup also requests a quote sync. Check for errors and confirm the rows show Saved. The footer Back does not save pending work, so select Import Selected before you use it. Connect form changes are separate. Select Save settings or Update credentials before you leave Connect. A paused integration keeps its saved mappings but refuses to sync. Ask an MSP administrator to restore the connection, then request the quote import again.

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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. Save with Import Selected.
Yes, for selected unmapped rows. Pick existing companies first if you only want to link.
Relinking makes the company eligible for import again. Run a quote sync and check that the quotes reappear.
No. Use Import Selected before Back.
A batch can fail after earlier rows saved. Reopen Map and check which rows show Saved.