Setup your Wise-Sync Account
We'll you made it. Congratulations, you are only a few more steps from Syncing your Connectwise Invoices to your Accounting Package. The next steps should only take you 5 -10 mins, so don't give up now - you are almost there.
Here is what you need to do:
1. Setup your Account Details
- Connection details to your PSA Site, including
- Your PSA Site URL
- The Integrator Login account you have created
- The Database (CompanyID) which you wish to sync with
2. Create Wise-Sync Users
- Setup users to access and run the sync batch, including
- ConnectWise Member API Keys
- ConnectWise Member Credentials
3. Create the Wise-Sync Companies
- For Sync Settings Including
- Locale (Tax Settings)
- System Account Numbers for Tax Types
- Sync Application Options
Follow the Setup Process to work your way through to simple accounting synchronization.