Multi-Connection Support


Wise-Pay has been enhanced with additional connections for better interconnectivity between Wise-Pay, Wise-Sync, and the accounting applications. Wise-Pay interacts with Wise-Sync and the cloud accounting packages to get the latest accounting data (such as invoices) and update the transaction status (for payments) in the accounting packages. Multiple connections have been introduced in Wise-Pay due to the following reasons:

  • To provide a better response time by dividing the data flow between three connections
  •  As Xero permits a limited number of connection requests per minute for a connection, having three different service connections enables Wise-Pay to process more transactions than a single connection.

Note: The multi-connection support is not enabled by default. You need to contact Wise-Pay implementation or support team to enable it for your account.

When this feature is enabled by Wise-Pay for your account, the following connections can be viewed from the Configure à Accounting connections option:

Wise-Pay

Many user actions (such as clicking the Download latest accounting platform data button on the Outstanding Transactions pod) result in a data flow from the accounting package to Wise-Pay. The other user actions (like making payments) result in a data flow from Wise-Pay to the accounting package. This connection mainly handles traffic resulted out of such user actions. Additionally, some batch jobs (like auto-payment services) also use this connection.

Company

User actions in Wise-Sync (such as syncing invoices) generate a flow of data from Wise-Sync to the accounting application (such as Xero). Some user actions in accounting packages (such as applying payments in Xero) also generate data flow from the accounting package to ConnectWise. The data flow is also generated from ConnectWise to the accounting packages when the user initiates sync events (such as sync invoices). The Company connection handles these data flows.

Service

There are many Wise-Pay services that run after a regular interval to get data from the accounting packages and perform a specific job in Wise-Pay. For example, auto payment scheduler takes data from accounting package and generates scheduled bank payments in Wise-Pay. The Service connection is responsible for handling traffic flows related to background services in Wise-Pay.

Managing Connections

The Accounting Connections screen enables you to manage Wise-Pay connections. It displays the following details:

Field

Description

Connection Type

The type of connection out of the three.

This is a read-only field.

Description

The description of the connection type.

This is a read-only field.

Connected Organization

Displays the name of the organization in the connected accounting application, such as Xero.

This is a read-only field.

Connected

Displays the current connection status.

Last Connection Test

The date when you ran the last connection test.

The value of this field is driven by the button with the question mark icon. When you click that button, Wise-Pay verifies if the connection token is still valid for this connection (displays a green tick mark on success) and changes the date in this field to the current date.

Establishing Connection

If any of these connections are broken, a message would be generated on the dashboard with a link to the Accounting Connections page. Follow these steps to re-establish the connection:

1.      Either click the Manage Connections button on the notification displayed on the dashboard or navigate to Configure > Accounting Connections.

2.      On the Accounting Connections screen, look for the value of the Connected column to find which connection is broken.

3.      Click the Connect to this accounting application button (the first button on the far right) to re-establish the connection.
Wise-Pay takes you to the accounting package and allows you to select the organization you need to connect to.

4.      Select the organization and click Allow access to re-establish the connection.

Testing a Connection

Wise-Pay uses access tokens to connect to accounting applications. There may be multiple reasons for an access token a connection to be unstable or broken when a token is no longer valid, such as:

·        An API error revoking the access code

·        Removal of the user who made the connection

·        Disconnection via the accounting application.

You can use the following steps to verify the validity of the access token used by a connection:

1.      Either click the Manage Connections button on the notification displayed on the dashboard or navigate to Configure > Accounting Connections.

2.      On the Accounting Connections screen, look for the value of the Connected column to find which connection is broken.

3.      Click the “Check if this token is still valid” to verify the token.
Wise-Pay internally verifies the token status and indicates the success (green tick or red cross)

Note: If you have created a new company in the accounting package, you need to follow the process to disconnect all connections and reconnect the new company to Wise-Sync, and then the connection will appear in Wise-Pay. For more information, see (Link to existing articles). If the token is invalidated due to an API error, you will have to wait till the accounting package API revives.