Overview of ConnectWise Manage Foundation Setup for Wise-Sync

Wise-Sync connects ConnectWise Manage to your cloud accounting package so that you can confidently sync financial information. There are a few key concepts that are important to understand to get the most out of the integration. 

Before you get started, You will need to have a working understanding of how the GL interface functions inside ConnectWise Manage. Wise-Sync will ensure that the information is being synced across to your accounting package matches a number of validation rules; however, it is still important that you understand how the data structures inside ConnectWise Manage will impact the output of the financial data in the accounting package. 

The following ConnectWise University webinar should be reviewed as it breaks down the functions pertinent to the Wise-Sync integration. It will provide understanding to the ConnectWise Manage accounting interface, how it functions, and how to address GL Mapping issues:

Accounting Integration Webinar 

Work through our ConnectWise Setup guide for our best practices and tips to get the most out of Wise-Sync!

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Paul is the author of this solution article.

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