Connecting to ConnectWise CPQ v2

This document is a step-by-step guide for setting up the ConnectWise CPQ integration within BrightGauge.

Note: Please note that you must have a CPQ Premium license to configure this integration. The CPQ Basic and Standard licenses do not support APIs. For more information on CPQ licenses, please refer to the CPQ License Comparison and the CPQ Licensing FAQ

Step 1 - Log in to your BrightGauge Account

If you have not created an account yet, go here to get started.

Once you have logged in:

  • For New or Existing Accounts:

From the account Overview page, click Add a new Datasource:

Alternatively, select Data > Datasources:

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Locate the ConnectWise CPQ icon. 

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Step 2 - Test and Save the ConnectWise CPQ Datasource in BrightGauge

After clicking on the above icon, you are taken to this page to enter your credentials:

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A. To find your Access Key, log into your CPQ system and find your Access Key within the URL.

Note: When accessing ConnectWise CPQ, log in directly to ConnectWise CPQ, and avoid accessing it through the ConnectWise Manage Portal.

Your Access Key includes your subdomain followed by an underscore and the word azure, for example: accesskey=subdomain_azure

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Create API Keys

B. API keys are used for authentication with the API. Authentication with a username and password is no longer allowed. To create your API Keys follow the following steps:

  1. Go to Settings
  2. Look for the Organization Setup tab
  3. Find 'API Keys'

Once there, click the 'Add' button located towards the top right-hand corner of your screen:

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After that, you can follow the clip below to generate the keys:

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  1. Enter a description to help you identify your API key. 
  2. Click Generate Key
  3. Save the public and private keys in a text file. The private key cannot be retrieved later. Click OK when you are finished generating these.
  4. Head over to your CPQ datasource in BrightGauge and enter the credentials accordingly.

 

After adding your credentials as noted above, simply add a Name, and make sure to test the Datasource to confirm it is connecting correctly. Once that is good to go, hit Save.

Dashboards, reports, datasets, and gauges will be added to your account after the datasource is saved. They will start syncing immediately and typically complete syncing after 20-30 minutes. 

 

Your Default Dashboards

  • BGS - ConnectWise CPQ Overview

Your Default Reports

  • Quote Overview

Your Default Datasets

  • QuotesThis dataset represents the header of a quote, and includes important lookup information, such as the Quote Number, Quote Name, and Quote Status fields. Quotes over the last 360 days.
  • Users - Information on the users within ConnectWise CPQ

For a list of all default gauges, please visit the Gauges section of your account, sort by the Datasource you'd like to see and select for Default.  

If you have any questions, please contact Support by selecting Help > Open a Ticket from the top menu bar.

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