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QuoteWerks Desktop Integration Setup - Connect IT Community | Kaseya
<main> <article class="userContent"> <p>As of QuoteWerks Desktop Version 5.5 Build 5.13, QuoteWerks offers a native integration with BMS. This version is the minimum supported version.</p> <h2 data-id="key-features">Key Features</h2> <p>The QuoteWerks integration enables you to:</p> <ul><li>Build QuoteWerks quotes using BMS contacts.</li> <li>Automatically create a corresponding BMS opportunity.</li> <li>Push the QuoteWerks quote into BMS and relate it to the opportunity.</li> <li>Automatically update the BMS opportunity and quote when the QuoteWerks quote converts.</li> <li>Pushes items from other product data sources into BMS, including recurring services.</li> <li>Allows you to quote BMS products and services.</li> <li>Schedule follow-up activities in Kaseya BMS for your quotes</li> <li>Attaches PDFs to the BMS opportunity so users without QuoteWerks can view quotes.</li> </ul><h2 data-id="download">Download</h2> <ol><li data-renderer-start-pos="208">In BMS, Navigate to Home > Downloads.</li> <li data-renderer-start-pos="208">Click download button for<strong> </strong>QuoteWerks Connector (New!).</li> <li data-renderer-start-pos="208">You will be redirected to <a rel="nofollow" href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fwww.quotewerks.com%2Fupdates%2FUpdateAgent.asp">https://www.quotewerks.com/updates/UpdateAgent.asp</a>. </li> </ol><h2 data-id="quotewerks-resources">QuoteWerks Resources</h2> <p>For an overview, see <a href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fwww.quotewerks.com%2FKaseyaBMS.asp" rel="noopener nofollow">QuoteWerks Integrates with Kaseya BMS</a>, on the QuoteWerks website. For user help, take advantage of QuoteWerks user guides as well as the embedded videos below. </p> <ul><li> <a rel="nofollow" href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fwww.quotewerks.com%2Fhelpfilelatest%2Fqwhelp.htm%3Fusingthekaseyabmsintegration.htm">Kaseya Integration Setu</a><a rel="nofollow" href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fwww.quotewerks.com%2Fhelpfilelatest%2Fqwhelp.htm%3Fusingthekaseyabmsintegration.htm">p</a> </li> <li><a rel="nofollow" href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fwww.quotewerks.com%2Fhelpfilelatest%2Fqwhelp.htm%3Flinkingtothekaseyaproductsandserviceslists.htm">Kaseya Product Data Source Setup</a></li> </ul><p><iframe src="//www.youtube-nocookie.com/embed/rp5hOkilu4Q" width="300" height="169" frameborder="0" allowfullscreen="allowfullscreen" class="importedEmbed-iframe"></iframe> <iframe src="//www.youtube-nocookie.com/embed/LqoaH03p16E" width="300" height="169" frameborder="0" allowfullscreen="allowfullscreen" class="importedEmbed-iframe"></iframe></p> <h2 data-id="recommended-settings"> Recommended Settings</h2> <ul><li>Ensure that <strong>all</strong> mappings are complete under Contacts > Contact Manager Setup > Kaseya BMS setup.</li> <li>Ensure that your business process matches your selections so the interaction matches your expectations.</li> <li>Ensure that any services you define in QuoteWerks have an Item Type that is mapped in Products > Mappings > Product Types.<strong> </strong>Then set your default Item Type to 'Product'.</li> </ul><h2 data-id="integration-notes">Integration Notes</h2> <ul><li>The integration requires you to create a corresponding BMS opportunity. </li> <li>BMS opportunities and quotes are orphaned if the QuoteWerks quote is deleted.</li> <li>Edits to opportunities and quotes in BMS may be overwritten by QuoteWerks.</li> <li>The .dtf file that is attached to opportunities is a link that can open the quote in QuoteWerks Desktop.</li> </ul><h2 data-id="migrating-from-quotewerks-connector">Migrating from QuoteWerks Connector</h2> <ol><li>Uninstall the QuoteWerks Connector plugin built by Kaseya.</li> <li>Remove the published menu item. <ul><li>The BMS Services menu item is available when you click on products from the QuoteWerks toolbar.</li> </ul></li> <li>Remove the private API key of the old BMS integration from within QuoteWerks: </li> </ol><p>To uninstall the plug-in:</p> <ol><li>Quit the application.</li> <li>Open Control Panel.</li> <li>Uninstall the plugin using the Add/Remove programs wizard. </li> </ol><p>To remove the menu item:</p> <ol><li>Select the Tools > Customize Menu > Products Menu.</li> <li>Select <strong>Publish Menu Items</strong>.</li> <li>Choose <strong>BMS Services</strong>.</li> <li>Click <strong>Remove</strong>. </li> <li>Click <strong>OK</strong>.</li> </ol><p><img src="https://us.v-cdn.net/6032361/uploads/migrated/YDJ56G2049W5/mceclip0.png" alt="mceclip0.png" width="500" height="400" class="embedImage-img importedEmbed-img"></img> </p> <p>Remove the BMS API Access Key:</p> <ol><li>In QuoteWerks, Select <strong>Tools > Options > Security > API Access.</strong> </li> <li>Highlight and <strong>Delete</strong> the access key used by the previous Kaseya integration.<img src="https://us.v-cdn.net/6032361/uploads/migrated/81M2Q8C7FWY0/mceclip0.png" alt="mceclip0.png" width="500" height="400" class="embedImage-img importedEmbed-img"></img></li> </ol><p> </p> </article> </main>