Wise-Sync Setup > Overview

Setup your Wise-Sync Account

We'll you made it. Congratulations, you are only a few more steps from Syncing your Connectwise Invoices to your Accounting Package. The next steps should only take you 5 -10 mins, so don't give up now - you are almost there.

Here is what you need to do:

1. Setup your Account Details

  • Connection details to your PSA Site, including
    • Your PSA Site URL
    • The Integrator Login account you have created
    • The Database (CompanyID) which you wish to sync with

2. Create Wise-Sync Users

  • Setup users to access and run the sync batch, including
    • ConnectWise Member API Keys
    • ConnectWise Member Credentials

3. Create the Wise-Sync Companies

  • For Sync Settings Including
    • Locale (Tax Settings)
    • System Account Numbers for Tax Types
    • Sync Application Options

Follow the Setup Process to work your way through to simple accounting synchronization.


P
Paul is the author of this solution article.

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