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new datalink for Connect Wise
Matt Rose (matt@prestigequoting.com)
For clarity...
You have a (non-standard) ConnectWise field against the company (or contact?) and want that to land in QuoteWerks when you pull the contact?
Timothy Dennis
It looks like Peter's latest response reached the support queue rather than the forum topic. For quick reference here is that message:
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Hello Matt,
The source field is a custom field titled Campaign, located on the Company record in CW (see below). So, when you save the quote / create the opportunity (trigger), grab the campaign data from Connect Wise and write it to the campaign field (screen shop included).
- A more universal need across your customer base would be to select any custom field in Connect Wise and map to Quote Werks.
- PS Joshua was involved in this discussion.
Matt Rose (matt@prestigequoting.com)
(thanks Timothy!)
OK, and you've tried the DataLink setup, pulling that value into a QW field and it...
Doesn't appear as an option to pull into QW?
Does appear, but doesn't pull anything?
Other?
Peter Vatenos
for ref. You can see details in Quote Werks Support Ticket: 200317.
We created a custom field called “campaign” in two places within Connect Wise, under customer and in a ticket (which we use to create and distribute leads) .
We would like to create a data mapping or script that populates the campaign field in QWerks when creating/savings a quote.