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ConnectWise CPQ Setup ​

ConnectWise CPQ (formerly Sell/Quosal) lets Junto's AI agent create and manage quotes directly from tickets and conversations. Once connected, the agent can look up templates, build new quotes, update line items and terms, and surface quote status without leaving Junto.

Prerequisites ​

  • A ConnectWise CPQ tenant on Release 2022.2 or later (required for API key authentication)
  • Your CPQ Access Key, found in the URL parameters after logging into CPQ

Step 1: Generate an API Key ​

  1. In CPQ, go to Settings > Organization Settings > API Keys.
  2. Click Add to generate a new key pair.
  3. Copy the Public Key and Private Key. The private key is shown only once at creation.

Step 2: Find Your Access Key ​

  1. Log in to CPQ in a browser.
  2. Inspect the URL -- the accesskey parameter is your tenant's access key.
  3. Copy this value.

Step 3: Configure in Junto ​

  1. In Junto, go to Settings > Integrations > ConnectWise CPQ.
  2. Click Add Configuration and fill in:
    • Access Key -- The access key from Step 2.
    • Public Key -- The public key from Step 1.
    • Private Key -- The private key from Step 1.
  3. Click Create. Junto validates the connection against your CPQ tenant.

What the AI Agent Can Do ​

Note: CPQ tools are only available to users with the Billing Admin privilege. To grant it, go to Settings > General, edit the user, and check the Billing Admin box.

Once connected, the AI agent can use CPQ to:

  • Browse templates -- List available quote templates to start a new quote from.
  • Create quotes -- Copy a template into a new quote for a customer.
  • Read quotes -- Look up quotes by ID or number, including the latest version, line items, tabs, customers, and terms.
  • Edit quotes -- Update quote fields, add or remove line items, adjust quantities and pricing, and manage payment terms.
  • Manage customers on a quote -- Update or remove the customer attached to a quote.
  • Delete quotes and line items -- Remove quotes or individual items when needed.
  • Reference catalog data -- Look up recurring revenue types and tax codes to populate quotes correctly.

Troubleshooting ​

  • Connection fails -- Verify the access key matches the one in your CPQ URL. Confirm the private key was copied correctly; it's only shown once at creation.
  • 401 Unauthorized -- The access key or key pair is incorrect. Re-check Step 1 and Step 2.

Legacy Authentication (pre-2022.2) ​

CPQ versions before Release 2022.2 do not support API keys. If your tenant is on an older version, you'll need a CPQ user flagged as an API user. Enter that user's Sell API Username in the Public Key field and their password in the Private Key field -- the integration will authenticate the same way.