Configure ConnectWise Customer Portal


In order to facilitate the exchange of payment information from ConnectWise Customer Portal, Wise-Pay is configured as a Proxy, using the Authorize.Net framework to pass throught the payment information to Wise-Pay, so that payment information can then be validated against balances outstanding in your Accounting System.  Wise-Pay will always resolve the payment amount from your accounting system - regardless of payment amount showing in ConnectWise.

Configure Wise-Pay Proxy

  1. Log into Wise-Pay
  2. Click Configure
  3. Click Merchant
  4. Click Edit
  5. Click Proxy Tab

  6. Proxy Type: ConnectWise (Authorize.Net)
  7. Proxy User: select the ConnectWise user
  8. Click Generate

  9. Click Display

    Transaction Key - This is the key used to link the payment to your account
    Test URL - The URL that Quosal Order Porter will use to submit test transactions, when Live Mode is disabled
    Live URL - The URL that Quosal Order Porter will use to submit live transactions, when Live Mode is enabled
    Recurring Test URL - The URL that Quosal Order Porter will used to submit Recurring Payment Information, when Live Mode is disabled
    Recurring Live URL - The URL that Quosal Order Porter will use to submit Recurring Payment Information, when Live Mode is enabled

Configure ConnectWise Customer Portal

  1. Log into ConnectWise
  2. Click System
  3. Click Setup Tables
  4. Search for Portal Configuration
  5. Edit Portal Configuration
  6. Click on the Invoices Tab
  7. Select Yes to enable online payments if it is presently disabled
  8. Select Authorize.Net from the Payment Processor
  9. Enter the Transaction Key into both API Login and Transaction Key
  10. Enter the Live URL into the URL

  11. Test Transactions - ConnectWise will simply test that the connectivity to the Wise-Pay processor is active, no test transactions are processed.
  12. Click Save