Current + ConnectWise CPQ integration
Won ConnectWise CPQ quotes (formerly ConnectWise Sell) land in Current's Won quotes list, and a wizard builds each one into a ConnectWise PSA project.
Current connects to ConnectWise CPQ, the product ConnectWise formerly sold as ConnectWise Sell, so a won quote reaches your project managers within one poll. A wizard turns it into a project, pushes the one-time products to ConnectWise PSA and moves the opportunity to your Converted status. It needs Current connected to ConnectWise PSA.
How a won quote becomes a project
In ConnectWise an opportunity's position is a status and a stage together, so you pick two pairs: Ready, which lets a win into Current's Won quotes list, and Converted, which Current moves it to after conversion. The wizard builds the project and its tasks, the one-time products go to ConnectWise, and the recurring lines land on a contract task for your billing owner.
Polling, on purpose
ConnectWise's outbound callbacks carry no signature Current could verify, so Current polls every few minutes with its own credentials. A missed cycle is caught by the next one, Sync now runs the same check at once, and admins get a notification if the scheduled check stalls.
Money stays ConnectWise's
Every amount Current shows or writes is read from ConnectWise. A quote keeps the currency it was priced in, and Current never converts money: when a quote's currency differs from your workspace currency, the wizard flags it and leaves the figures as the quote states them.
What you need
- ConnectWise PSA connected to Current.
- A Ready and a Converted status and stage pair, which cannot be the same.
- A tenant admin to connect it; project managers and admins convert.
- Optionally, the CPQ API keys, which bring your open CPQ quotes into Current and link each to its opportunity.