ConnectWise CPQ Enhanced Punchout Export

Overview

The ConnectWise CPQ (Sell) Enhanced Punchout Export extension extends the capabilities of the ConnectWise CPQ (Sell) PunchOut integration by providing additional metadata for the CPQ (Sell) quote line items.

With the standard integration, Only Manufacturer Part Number, Vendor Part Number, Product Description, Quantity, and Cost are mapped to the quote line item.

The Enhanced Punchout Export extension allows Item Notes, Vendor Name, Suggested Price, Thumbnail Image, Product Category in addition to the above fields to be mapped to the quote line item

tip

If products do not immediately appear on your ConnectWise CPQ quote after exporting from the Enhanced Punchout Export, you may need to expire cache (Quote Setup → MORE → Expire Cache). This is due to inconsistent caching in ConnectWise CPQ.

*Basic Punchout Setup

If you’ve already completed the setup for the standard Sell Punchout and are adding the Enhanced functionality, skip to the Enhanced Punchout Setup section below.

Generate the API Key

1. Inside of Adaptive Catalog, navigate to Settings → API Keys.

2. On the API Keys screen, take note of your Organization. This will be needed for the setup inside ConnectWise Sell. Click the New action to create a new API Key.

3. Name the key something identifiable, such as “ConnectWise Sell PunchOut” and set the Key Type to “PunchOut”

4. Click Save and you will be shown the API Key. Store this key in a secure location, as it cannot be recovered once you leave this screen. If you need to regenerate it, simply delete the old key and create a new one.

ConnectWise Sell - Add a PunchOut Site

tip

For the most up to date information on setting up PunchOut sites in ConnectWise Sell, refer to ConnectWise University.

1. Navigate to Settings → Content Integrations → PunchOut Sites

2. Once there, ensure Enable PunchOut Integration is checked. Then click the Add button.

3. Use the following settings on the setup page, then click Save

Setting	Value
Use Vendor Defaults	None
PunchOut Name	Adaptive Catalog
Username	Your Adaptive Catalog Username
Domain	adaptivecatalog.com
To Identity	Your Adaptive Catalog organization name
To Domain	DOMAIN
PunchOut URL	https://api.adaptivecatalog.com/api/keyauth/punchout/setup/xml
Purchase Order Request URL	https://api.adaptivecatalog.com/api/keyauth/punchout/setup/xml
Shared Secret	Your Adaptive Catalog API Key

Enhanced Punchout Setup

Generate the CPQ (Sell) API Key

1. Navigate to Settings → Organization Setup → API Keys

2. Click Add

3. Enter a description, then click Generate Key

4. Copy the contents of Public Key and Private Key. You will need these later.

Install the Extension

1. In Adaptive Catalog, navigate to the Extension Management page.

2. Click the Install button

3. In the Extension Name field, type “ConnectWise CPQ”. Click on the resulting tile

4. Enter the appropriate values for Access Key. This will typically be the first part of your CPQ/Sell URL followed by _azure. For instance, if your Sell/CPQ URL is https://mymsp.quosalsell.com, your Access Key will be mymsp_azure

5. Enter the API Public Key, and API Private Key that you generated in an earlier step.

6. Click Install.

Using Enhanced CPQ/Sell PunchOut

Enhanced CPQ/Sell Punchout works much the same as the standard punchout. The key difference is that once you return to Sell/CPQ, you won’t see a list of imported items before returning to the quote.

1. Inside a quote on Prepare Content click PunchOut Sites → Adaptive Catalog. Make sure you are on the tab where you would like your products to be placed.

2. This will open a new tab with Adaptive Catalog and automatically log you in using the API key. You can search for products and add them to your workspace to build out your bill of materials

3. Once you have all the products you would like to send back to CPQ/Sell, simply navigate to your workspace and hit the Submit button

4. Adaptive Catalog will send the items to your CPQ/Sell Quote on the selected tab. When this process is finished, you will return to Sell. Note, with Enhanced ConnectWise CPQ (Sell) Punchout, you will not see products on the Preview Punchout Quote screen.

5. Click Save

6. Items will be added to the quote with additional detail :::tip

If products do not immediately appear on your ConnectWise CPQ quote after exporting from the Enhanced Punchout Export, you may need to expire cache (Quote Setup → MORE → Expire Cache). This is due to inconsistent caching in ConnectWise CPQ.

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