We’re excited to have you on-board, and get you syncing! Our team of ninjas will get you set up to use the system. The setup performed is outlined below so that you can refer back to it, should you ever need it.
Most settings listed are set and forget, but it is good to have reference points should you need to add anything new into the setup (i.e. new billing terms).
Activation Videos
Wise-Sync's collection of activation videos will introduce you to the content that will be covered in your activation calls. For more information see Wise-Sync for ConnectWise Manage Activation Videos.
Part 1. Accounting Package Setup:
Part 2. ConnectWise Manage Foundation Setup
- Overview of ConnectWise Manage Foundation Setup for Wise-Sync
- Step 1 > Apply ConnectWise Member Security
- Step 2 > Create an Integrator Login
- Step 3 > Accounting Package Setup Table Configuration
- Step 4 > Update Billing Terms Cross References
- Step 5 > Create 'GL Reload' Billing Status
- Step 6 > Create Views on Invoice Search Screen
Part 3. ConnectWise Manage GL Mapping Setup
- New Accounting Integration GL Mapping Considerations
- Mapping GL Accounts from ConnectWise Manage Company Structure
- Wise-Sync GL Account Mapping Settings
Part 4. Wise-Sync Account Setup
- Wise-Sync Setup > Overview
- Step 1 > Setup Wise-Sync Account
- Step 2 > Setup Wise-Sync Users
- Step 3 > Setup Wise-Sync Company
Part 5. Expense Sync Setup
- Using ConnectWise Manage Expenses with Wise-Sync
- Step 1 >Expense GL Mappings in ConnectWise Manage
- Step 2 > Setup Wise-Sync Options
- Step 3 > Setup Wise-Sync Expense Connect Linked Accounts
- Step 4 > Updating GL Entries from Accounting interface
- Step 5 > Batch Existing Records in ConnectWise
- Completed: Start Syncing
Part 6. Inventory Sync Setup
Part 7. Wise-Sync Advanced Features Setup
- Syncing QBO Classes from ConnectWise Manage
- Syncing Territory Sales Rep from ConnectWise Manage to Xero
Go Live Checklist
Once you have completed the setup we recommend you to take a look at our Go Live Checklist and ensure that you checked all the points before you start syncing. We also recommend watching the Wise-Sync Open Mic Webinars.