To get the ball rolling, follow the original signup link below:
Sign Up Link (AU) > WS-3HR-ONBOARD-30D Register using the name of the Primary Contact.
The next steps are:
The Primary contact logs into Wise-Sync and creates any additional Users who will be assisting with the onboarding Project (i.e. internal Project Manager or Accounts persons who will provide information on GL accounts/COA etc.)
The Primary Contact and any additional Users:
The Primary Contact and any additional Users:
log into Wise-Sync
Invite onboarding@wise-sync.com to your Xero company as an Adviser
We send a questionnaire to get ConnectWise access details, reply to the ticket with password to keep credential separate
Once this has been done we:
Assign your Implementation Consultant to manage the project
Complete Pre-Setup (Access) and Base Setup
Complete Pre-Setup (Access) and Base Setup
Have your Implementation Consultant reach out with any queries
We also kick off the Wise-Pay application, which is managed separately to the Wise-Sync Onboarding by our Administration Manager. The time spent on this application process is not charged or counted towards the Onboarding Project hours. We advise you complete the application for submission to IntegraPay, as it can take some time to process, so you can
Once we get the above, we will take care of the rest and soon have you syncing like ninjas !