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This guide walks you through connecting your Quoter (by ScalePad) account to MSPortal.ai. Once connected, your quotes will sync automatically every 4 hours, giving your team a centralized view of all proposals alongside company data, meetings, and other modules.

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Prerequisites

Before you begin, ensure you have:
  • An active Quoter account
  • API credentials (Client ID and Client Secret) from your Quoter account
  • Your Quoter subdomain (the part before .quoter.com in your account URL)
  • Admin access to MSPortal.ai with the manage_settings_integrations permission
To obtain your Quoter API credentials, log in to your Quoter account and navigate to your account settings or contact Quoter support for API access.

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Setup Wizard

MSPortal.ai provides a guided wizard to connect and configure your Quoter integration.

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Starting the Wizard

1

Navigate to Integrations

In MSPortal.ai, go to Settings > Integrations.
2

Find the Quoter Card

Locate the Quoter integration card in the integrations grid. Click Configure to launch the setup wizard.

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Step 1: Connect

Enter your Quoter API credentials to establish the connection.
1

Enter API Credentials

Fill in the following fields:
FieldDescription
Client IDYour Quoter API Client ID
Client SecretYour Quoter API Client Secret
Keep your API credentials secure. They are stored encrypted in MSPortal.ai’s vault and are never exposed after initial entry.
2

Test Connection

Click Test Connection to verify your credentials. MSPortal.ai will authenticate with the Quoter API using OAuth and confirm the connection.If the connection fails:
  • Verify your Client ID and Client Secret are copied correctly
  • Confirm your Quoter account has API access enabled
  • Check that your Quoter subscription includes API access
3

Proceed

Once connected, click Next to continue to company mapping.

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Step 2: Map Companies

Map your Quoter clients to MSPortal companies so quotes are associated with the correct company records.
1

Review Quoter Clients

MSPortal.ai displays a list of all clients from your Quoter account. Each client needs to be mapped to an existing MSPortal company.
2

Use Quick Match

Click Quick Match to let MSPortal.ai automatically suggest mappings based on company name similarity. The system uses intelligent matching to find the best fit for each Quoter client.
  • Matches are ranked by confidence score
  • Review suggested mappings before confirming
  • You can adjust or override any suggestion
3

Manual Mapping

For clients that weren’t matched automatically, use the dropdown next to each client to manually select the corresponding MSPortal company.
If a Quoter client doesn’t have a corresponding MSPortal company yet, you can create the company first in Settings > Companies and then return to complete the mapping.
4

Save Mappings

Click Save to confirm your company mappings. You can update these at any time by returning to the integration settings.

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Step 3: Complete

1

Configure Quoter Subdomain

Enter your Quoter subdomain - this is the part before .quoter.com in your Quoter URL.For example, if you access Quoter at https://yourcompany.quoter.com, enter yourcompany.
FieldDescriptionExample
SubdomainYour Quoter subdomainyourcompany
The subdomain is used to generate direct links from MSPortal.ai to your quotes in Quoter. Without it, the “Open in Quoter” action won’t be available.
2

Complete Setup

Click Complete to finish the wizard. MSPortal.ai will trigger an initial sync of your quotes in the background.

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After Setup

Once the integration is active:
  • Automatic sync runs every 4 hours, pulling new and updated quotes from Quoter
  • Quotes appear in the Quotes module in the main sidebar
  • Company mapping ensures quotes are linked to the correct MSPortal companies
  • PSA linking automatically associates quotes with companies when matching PSA opportunity IDs are found (ConnectWise, Autotask, Halo, HubSpot, Kaseya, Pipedrive, Salesforce)

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Managing the Integration

After setup, you can manage your Quoter integration from Settings > Integrations:
ActionDescription
ConfigureRe-open the setup wizard to modify credentials, mappings, or subdomain
Sync QuotesTrigger a manual sync of quotes from Quoter
Update MappingsRe-map Quoter clients to MSPortal companies
Remove IntegrationDisconnect Quoter and remove synced data
Removing the integration will delete all synced quote data from MSPortal.ai. This action cannot be undone. Your quotes in Quoter are not affected.

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Troubleshooting

IssueSolution
Connection test failsVerify Client ID and Client Secret are correct and that your Quoter account has API access
Quotes not appearingCheck that the initial sync has completed; trigger a manual sync from integration settings
Quotes not linked to companiesVerify company mappings in the integration wizard or run Quick Match again
”Open in Quoter” not workingEnsure the Quoter subdomain is configured in the integration settings
Stale quote dataTrigger a manual sync; automatic sync runs every 4 hours
Missing line itemsLine items sync alongside quotes; trigger a manual sync if they’re missing

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Next Steps