Prerequisites

Matched Connectwise Manage Companies to Quickpass Customers https://support.getquickpass.com/hc/en-us/articles/1500005927122-Match-Connectwise-Manage-Companies-to-Quickpass-Customers

Match ConnectWise Contacts with Quickpass Accounts

1. Navigate to the Quickpass Customer that you have already matched with a ConnectWise company and click to open.

2. Select the End-User Accounts menu on the left hand side.

3. Click the down arrow in the Match Accounts button and select ConnectWise from the sub-menu.

Option 1 - Auto Match ConnectWise Contacts

4a. In the Match End-User Accounts screen click the AUTOMATCH button.

Note

Auto Match Criteria: Quickpass will search by Email Address first. If no email matches, Quickpass will search by First and Last Name.
No Matches: If there are no matches found you will receive a warning message stating "No Matches Found"

4b. In the Auto Match results screen either click the Select All check box to select all results or individually check the accounts you wish to match then click the ADD button at the top when done.

Option 2 - Manually Match Connectwise Contacts

4. In the Match End-User Accounts screen locate the Connectwise contact you wish to match with the Quickpass account in the left hand side table. Once found drag the Connectwise contact to the matching Quickpass account on the right hand side. When done with all your matches click the ADD button at the top left.

Option 3 - Create Connectwise Contacts

4. In the Match End-User Accounts screen click the check boxes to the right of each account that you wish to create a Connectwise Contact from or click the All link below the Connectwise logo. Then click the ADD button at the top left to finish.