ConnectWise CPQ
by ConnectWise
Quoting and proposal tool (formerly ConnectWise Sell) for managed service providers.
- Category
- CRM & Sales
- Type
- CPQ & quoting
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Username and password
02Data
What you can sync.
- Quotes
- Quote items
- Customers
- Tabs
- Templates
Join ConnectWise CPQ quotes with billing, support and product usage to see each account in full.
Need more? Name any other ConnectWise CPQ data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- A username and password
ConnectWise CPQ uses a username and password. You add the credentials once, when the AI asks for them, and it tells you where to create them in ConnectWise if you need help.
04How it works
How it works in DataMind.
-
Pick ConnectWise CPQ.
Open Lake, pick ConnectWise CPQ in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the ConnectWise CPQ API docs.
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Answer a few questions.
The AI reads the ConnectWise CPQ documentation, then asks which credentials you will use, which data to sync (for example quotes and quote items), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then ConnectWise CPQ data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
