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Integration Update: Post Quotes as one Revision to ConnectWise

Previously, when a Quote Revision was generated in Socket it would in turn create a new Opportunity in ConnectWise. This resulted in needing to manually delete the old Opportunities in ConnectWise, should you only be working with the latest revision. We’ve released an update that will streamline this process by giving you the option to keep only the latest Quote Revision in ConnectWise, whereby, new Revisions will update the same ConnectWise Opportunity.

Enable this new functionality by editing your ConnectWise Integration Settings found under Settings > Integrations, and check off the option as below:

Please reach out should you need any assistance updating your ConnectWise Integration.

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