Wise-Sync has been designed to capture as much of the information from ConnectWise and transact to Xero in the most detailed possible way. With a single aim of improving financial visibility, as well as ensuring that data is transacted with only valid information.
The following prerequisite requirements ensure that Wise-Sync can get the information needed to create records in Xero and transactions accordingly.
Here is what you need to do:
- Account Numbers in your Chart of Accounts.
- Ensure that all Chart of Accounts have valid account numbers.
- Setup Tax Codes for Mapping of ConnectWise Tax Groups
- Ensuring that the Tax Codes in Xero match those in ConnectWise
Follow the Setup Process to work your way through to simple accounting synchronisation.