Setup ConnectWise > Overview

Setup Requirements and User Understanding of The Connectwise GL Interface

Before you get started, you will need to have a working understanding of how the GL Interface Operates in Connectwise. Wise-Sync will ensure that the information being Synced across to Xero matches a number of validation rules, it is however important that you understand the way in which the data structures in ConnectWise affect the output of the financial data into Xero.

The following ConnectWise university articles should be reviewed as they cover off the required understanding for the following:

  • Accounting Integration Webinar
    > Understanding the Accounting Interface, it's functions and how to address GL Mapping Issues
    > How detailed do you want your financial records to be outputted in Xero, understanding the GL Mapping is fundamental to the outcomes of your data in Xero.

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

Paul is the author of this solution article.

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