Wise-Sync for ConnectWise

Getting Started - Setup 5

• New Account - Getting Setup
• Wise-Sync Setup > Overview
• Setup ConnectWise Accounting Integration > Overview
• Pre-Setup ConnectWise > Step 1 > Apply ConnectWise Member Security
• Pre-Setup ConnectWise > Step 2 > Creating an Integrator Login

Getting Started - ConnectWise Expenses 11

• Pre-Setup ConnectWise Expenses > Overview
• Pre-Setup ConnectWise Expenses > Step 1: GL Mapping of Expense Types
• Pre-Setup ConnectWise Expenses > Step 2: Setup Wise-Sync Options
• Pre-Setup ConnectWise Expenses > Step 3: Setup Wise-Sync Expense Connect Linked Accounts
• Pre-Setup ConnectWise Expenses > Step 4: Updating GL Entries from Accounting interface

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Getting Started - ConnectWise GL Mapping 5

• ConnectWise GL Mapping > Purchase Order Freight
• ConnectWise GL Mapping > Scenario: Segmenting Revenue & COGS at the Product Category Level
• ConnectWise GL Mapping > Scenario: Segmenting Revenue at the Product Sub-Category Level
• Pre-Setup Connectwise > GL Mapping > Understanding the Levels
• Pre-Setup Connectwise > GL Mapping > Considerations for GL Mapping New Accounting Integration

Getting Started - ConnectWise Inventory 12

• Pre-Setup ConnectWise Inventory > Overview
• ConnectWise Inventory > Step 1: Setup ConnectWise XRef's
• ConnectWise Inventory > Step 2: Setup Inventory Mapping in Wise-Sync
• ConnectWise Inventory > Step 3: Setup Inventory Adjustment GL Mapping
• ConnectWise Inventory > Step 4: Setup Inventory Transfer GL Account Mapping

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Getting Started - Wise-Sync Setup 3

• 1. Update your Account Details
• 2. Setup Wise-Sync Company
• 3. Create Wise-Sync Users

Syncing with Wise-Sync 6

• Syncing with Wise-Sync (Sync All)
• How to get help & support using Wise-Sync
• Syncing with Wise-Sync (Payments)
• Syncing with Wise-Sync (Unposted Items)
• Changing your password

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Wise-Sync Samples 12

• Mapped Reference Fields in Xero
• Accounts Payable - Batch Payment
• Accounts Payable - Planned Payment Date (Scheduled in XERO)
• Accounts Receivable - Outstanding Statement
• Staff Reimbursement (Through Procurement)

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Glossary of Terms 1

• Glossary of Terms

Best Practices & Tips and Tricks 6

• Product Discount GL Mapping
• Show Invoices Not Yet Batched to Your Accounting Package on the Invoice Search Screen
• Don't show Unapproved Invoices in the Email Batch Wizard List - Email Sent Statuses
• QBO: Credit Memo's apply to correct payment amount in ConnectWise.
• Explaining the SUPPLIER-CREDIT process (RMA Process)

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General Questions 6

• Setting Payment Cutoff Date
• bit.ly Links Flagged as Containing Malware
• Changing your Password
• Can't Log in? Wise-Sync User Name and Password Issues
• Wise-Sync Help & Support

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FAQ 31

• FAQ - When I sync invoices, why are the email address are updated?
• FAQ - Why is the the contact being set to the Primary Contact instead of the billing contact
• Inventory Reports: Invoice Dates & Purchase Order Dates
• FAQ: What is the difference between the CW (Inventory Reports) and Xero (Inventory Asset / Transaction Report)
• FAQ - How do I create a Manual Batch?

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Sync Errors - Inventory 7

• Inventory Product Returns (RMA Process)
• ConnectWise 'CreateBatch' returned an error: System.Data.Syntax.ErrorException: Missing Operand after 'S' operator. at
• Setting the Inventory Adjustment Default COGS Account
• Warning: A Part-Shipped Purchase Order has already been synced
• Error: A Part-Shipped Purchase Order has already been synced

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Wise-Sync - Special Features 7

• How to Enable Wise-Sync Support Access to your ConnectWise account without a password
• Sync Feature: Exclude Batch Records (From Sync)
• Onboarding Feature : Sync Old Records (without posting to accounting)
• ConnectWise - Time Details to Invoice Lines
• Quick Link > Creating Custom User Menu in ConnectWise

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Wise-Sync Errors and Troubleshooting 74

• Troubleshooting: Test ConnectWise Connectivity Fails Despite Correct Credentials
• Xero Validation Error: Item code '{productID / Non-ProductID}' is not valid
• QBO - Error: 'An error occurred while executing the query. Please check the stack trace for more detail'
• Toubleshooting - A server error has occurred. Please contact your Manage Administrator.
• Sync Error: Error Updating Xero: Adjustments are not supported unless Inventory COGS is enabled

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Known Issues 21

• Known Issue (On Premise Partners) : 401 - Unauthorized error when connecting to Wise-Sync
• [Resolved] Known Issue (Cloud Partners): 401 - Unauthorized error when connecting to Wise-Sync
• Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
• Known Issue: ConnectWise SQL Error during Procurement/Inventory Sync
• Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts

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Historical Issues (Resolved) 22

• Delete: Email > Reconnect to xero
• (Resolved) Known Issue: ConnectWise Inventory Valuation Report is Incorrect using v2018.6 (58651)
• The provided URL scheme 'http' is invalid; expected 'https'
• Edit Company Screen > User Fields
• Edit Account Screen > User Fields

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