Custom field mapping with Sell

ConnectWise Sell & Order Porter field mapping

This document is the tailored ConnectWise Sell specific setup article.

NOTE  The options below will NOT be available with the Sell Basic tier

For Part 1 & 3, please visit:

ConnectWise Manage custom field mapping

Part 2: Sell & Order Porter setup

In order to have the URL automatically injected when a Quote is published, you will now need to map Order Porter to use this new Custom Field.

Log in to Sell via Administrative user.

Navigate to Settings + CRM Integration + Opportunity Settings + Custom Opportunity Mappings. 

If step 1 has been completed correctly, you should already see a field named ‘Customer Quote URL’. 

In line with the Customer Quote URL field, select OrderPorterURL in the dropdown menu and select Save.

That's it! Proceed to Step 3 to finish setup within the ConnectBooster portal.

NOTE  

• The link will not generate until after the quote has been published and sent to the organization. 
• Information is only pushed to Manage when the user updates the opportunity, so if the link does not populate the Manage field you may to resave the Opportunity.
• The field will not be visible in a quotes UI, it will only be accessible from the mapping screens.