ConnectWise - Inventory XRefs


Wise-Sync uses both the Warehouse : Location XRef and the Product Type : Type Xref to link transactions made against warehouses and Inventory Items. Only items which contain the valid XRefs will be mapped through to an Inventory Account through Wise-Sync.

  • Warehouse: Location Xref - Must contain a Valid (and Unique) warehouse ID
  • Product Type: Type Xref - Must be an "Inventory Part"

Step 1 > Set Warehouse Xref in ConnectWise


Wise-Sync uses the Warehouse Location XRef to link transactions made against warehouses sepecifically against the corresponding Asset Account for that warehouse in Xero. You can elect to post to either different Asset Accounts, or the same, depending on whether you wish to keep a inventory value for each warehouse (location) in ConnectWise.


Set Warehouse Xref in ConnectWise


Navigate to Setup Tables > Warehouse List:



1. Click on Each Warehouse in the List (including the default if it is present)



2. Add a unique Warehouse ID to the Location Xref field. 

3. Save each record.


TIP: We recommend that you enter the corresponding Asset Account in Xero for ease of reference in the next steps.


In our example, our Inventory Accounts in Xero are:



Therefore the following Location Xref's would be applied:

WarehouseXero AccountLocation Xref
Default140140
Clearwater145145
Tampa146146

Step 2 > ConnectWise - Product Part Xrefs


Wise-Sync will only post through to the Inventory Accounts and Warehouse the Inventory Parts as defined in the Product Type Table. Only items which contain the valid Xrefs "Inventory Part" will initiate a transaction against the Inventory when Brought or Sold.


Set Inventory Parts


Navigate to Setup Tables > Product Type



Select from the List the items which will be defined as "Inventory Parts". These items will be processed against inventory where they are:


a) Brought or Sold through one of the defined Warehouses.

b) Are Not "Drop Shipped" items.


Wise-Sync will only post through to the Inventory Accounts and Warehouse the Inventory Parts as defined in the Product Type Table. Only items which contain the valid Xrefs "Inventory Part" will initiate a transaction against the Inventory when Brought or Sold.


Select the items from the list, which will be defined as "Inventory Parts"



Define the "Type Xref" as Inventory Part





Next Step: Setup ConnectWise GL Account Mapping for Inventory Transfer