To prepare to participate in the ConnectWise REST API Beta Program, ConnectWise, Xero/QBO, Wise-Sync and Wise-Pay need to be configured to ensure you have the best possible experience.
ConnectWise Administrators need to assist in making sure the ConnectWise Configuration is ready for REST Integration.
Configure Member Security and API Keys
The ability to sync from/to ConnectWise, relies on the ConnectWise Member that is syncing transactions having the appropriate permissions for the types of transactions being synced. This means, member restrictions to locations or business units, plus Security Role permissions. Where there are limits to a ConnectWise Member's security permissions, Wise-Sync will display errors noting that the user does not have adequate permissions or permission is denied.
- Check out what security role permissions are required here - Apply ConnectWise Member Security. This article is constantly updated to make sure permissions are as acurate as possible based on what we know.
- Check out how to configure ConnectWise Member API Keys here - FAQ - How to create REST API Keys for a ConnectWise Member.
NOTE: Wise-Sync has no way of telling what permissions are missing/limited during sync. We're working with ConnectWise to see if it's a possibility in the future. In the meantime, it's best to check the articles listed above to make sure the member performing the sync has adequate permissions to access records.
Continuing on from creating Member API Keys in ConnectWise, these API Keys need to be setup for Wise-Sync Users. Also, a Primary API Account needs to be nominated for your company and ConnectWise Support enabled.
Configure Wise-Sync Users with API Keys
Once Member API Keys are created in ConnectWise, they need to be added to Wise-Sync. Check out the last steps of FAQ - How to create REST API Keys for a ConnectWise Member.
Configure the Primary API Account
Check out what is and how to configure a Primary API Account?.
Q: What do I do with my Integrator Login?
The Integrator Login is required to interact with the ConnectWise SOAP API. Please keep it configured in Wise-Sync. This will allow you to switch between SOAP and REST integration in case issues that can't be resolved right away can be bypassed at times that you can't wait to sync your transactions across (for example, at month end).
Enable ConnectWise Support
We'll need to be able to jump into your ConnectWise environment to investigate security permissions and transactions during the Beta Program. A Wise-Sync user that is a ConnectWise Member with Admin access, please follow steps detailed at How to Enable Wise-Sync Support Access.
Enable Connectwise API Call Detailed Logging
We'll need to be able to see the data extracts coming from ConnectWise to investigate issues. Please follow steps detailed at How to enable API Logging (Detailed Logging).
If Automatic Payments are configured, the scheduling of Automatic Payments need to be delayed (by 4 hours), as a precaution for instances where invoices sync incorrectly. Please note this is a precaution to mitigate any risk of your customers paying you the wrong amount, despite this case passing during alpha testing.
See Payment Processing Delay (in hours) listed under Step 2 at Configure Automatic Payments and Billing Terms.
Xero / Quickbooks Online
We'll need to be able to jump into your Accounting Package to investigate records that have been synced and obtain results if issues are raised. Wise-Sync need to be invited as an adviser to your accounting package. Participants will have been contacted with details to do this. If you have not been given this information, please contact email@example.com.