So You're Ready to Sync to Xero, let's just double check.
Before you're ready to hit the sync button, lets just recap and make sure that you have checked off the pre-requisites.
Things you need to have completed before syncing to Xero
- All details for your connectwise PSA Site are entered, and you have pressed Test Connectwise Connectivity and you have a "Success" response.
- Your company ID is entered (Note: Use 'training' if you want to do testing, and you have access to a Training Instance of ConnectWise)
- Connectwise Integrator Login details are correct and you have created the Integrator Login
- Created your sync user accounts and updated the Connectwise Member user account details, and you have pressed Test Connectwise Connectivity and you have a "Success" response.
- Ensure that each user can sync the company (Required for "User" role only, and selected on the user panel)
Once you have the above checked off, you are now ready: