---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Sync Primary Quote to Opportunity

# Sync Primary Quote to Opportunity {#ariaid-title1}

Release version: Australia  
Updated May 7, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Designate a quote as primary and sync the quote's lines to the opportunity. When sync is enabled, any changes to the quote's lines are synced to the source opportunity lines. An opportunity can have only one quote marked as
primary and enabled for sync.

## Before you begin

Role required: admin

Before configuring the sync feature, complete the following instance setup:

1. Activate the Quote Experience plugin (App ID: sn_quote_mgmt_adv).
2. Submit a support ticket requesting to enable the Sync Quote to Opportunity tenant setting.
3. When the tenant setting is enabled, export and import the transaction blueprint.
{#configure-sync-primary-quote-to-opportunity__ol_instance_setup}

## About this task

The sync feature uses the following system objects to control the sync between a primary quote and its source opportunity.
{#configure-sync-primary-quote-to-opportunity__table_system_objects__entry__3}

| Type | Display name | Variable name |
|-|-|-|
| Field | Is Synced to Opportunity | `txn.opportunity.isSynced` |
| Field | Opportunity Line Item | `txn.line.opportunity.lineItem` |
| Event | Enable Sync to Opportunity | `txn.syncToOpportunity.enable` |
| Event | Disable Sync to Opportunity | `txn.syncToOpportunity.disable` |
| Integration | Sync to Opportunity | `txn.syncToOpportunity.updateStatus` |
[Table 1. System objects for sync to opportunity]

{#configure-sync-primary-quote-to-opportunity__table_system_objects}

To configure the feature, add a button for each sync event to the layout, configure the event properties, and optionally restrict event access by stage.

The following snapshot helps you understand the event configuration to sync the quote to opportunity.

## Procedure

Add buttons to the layout

1. Navigate to AllCPQ AdministrationTransaction and open the blueprint.
2. Select Layouts.
3. Add a button to the layout for each sync event: Enable Sync to Opportunity and Disable Sync to Opportunity.

Configure the Enable Sync to Opportunity event

4. Open the properties for the Enable Sync to Opportunity event.
5. Add the Sync to Opportunity integration (`txn.syncToOpportunity.updateStatus`) to the event.
6. Set the Event Access for the event.

Configure the Disable Sync to Opportunity event

7. Open the properties for the Disable Sync to Opportunity event.
8. Add the Sync to Opportunity integration (`txn.syncToOpportunity.updateStatus`) to the event.
9. Set the Event Access for the event.

(Optional) Restrict event access by stage

10. **Optional:** In Views, adjust the access to the sync events for each stage.  
    This configuration lets you set the sync events to No Access on specific stages.

## Result

When a user selects Enable Sync to Opportunity, the quote's lines sync to the source opportunity lines, and subsequent changes to the quote's lines continue to sync. When a user selects
Disable Sync to Opportunity, the sync stops.

*[\>]: and then