Xero Setup > Overview

Setup Xero

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.

Paul is the author of this solution article.

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