ConnectWise: Real-Time Invoice Sync

You spoke and we listened! Syncing invoices from ConnectWise Manage to your Accounting Package via Wise-Sync just got a whole lot easier! Instead of a scheduled sync like others offer, we now allow for a Real-Time Sync. Once you have our new feature enabled, each time an invoice is set to Closed status in ConnectWise Manage, it will sync automatically. Just like that.

As you have agreed to be part of our Beta program, you are the first partners to give our Real-Time Invoice Sync feature try. The process will sync the invoice in the same way it does when you click 'Sync' in Wise-Sync, just now, you don't need to click that magic button.

Note:

At this stage, Real-Time Sync is only available for Invoices.

How to enable Real-Time Sync

We have enabled this feature for your Account in Wise-Sync, but there are some additional steps that need to be completed by either following the below steps or contacting our Support team to guide you through it:

  1. Enable Real-Time Sync in your Edit Account > Options screen and click Save

  2. Select the ConnectWise location you want invoices to sync in real-time from Edit Company > GL Owner Levels > ConnectWise: GL Owner level(s):
  • Click the '+' icon to add the location
  • Check the Enable Auto-Sync checkbox
  • Click Save

Now when you close an invoice, whether it be a single invoice or an invoice batch in ConnectWise Manage, the invoice will automatically sync to your Accounting Package. There is no longer a need to log into Wise-Sync to do this.

Viewing Sync Results

So you can view the Sync Results for your account and action any sync errors or warnings you may have, you can now configure a new ConnectWise Manage Sync Tab. Please refer to the ConnectWise Manage Sync Tab article for further details.

If you experience any syncing issues, please refer to the Troubleshooting KB for assistance.

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