ConnectWise Manage Sync Tab

Now that you have enabled Real-Time Sync for your ConnectWise company, you can now set up a new tab within ConnectWise Manage where you can view the Sync Results for that company. In this tab, you are able to action any sync errors and/or warnings you may have, saving you from the need to log into Wise-Sync to view them!

Note:

The Tab is only compatible from ConnectWise Manage version 2020.4 and up. It is not compatible with any versions below 2020.4.

Tab Setup Tab Actions Upcoming Enhancements

Note:

Currently only Invoice Sync and Automatic Payment Sync results are displayed in the new ConnectWise Manage Tab. As we iterate development on this tab throughout the year, you will see more sync types, such as Payment, Expenses and Procurement and Inventory displayed here.

In most cases, the ConnectWise Sync Tab should already be displayed for you when you next log in to ConnectWise Manage. To view it:

  • In ConnectWise Manage, open the Today page: go to 'My Favorites' > 'Today'
  • A tab labeled Wise-Sync - {Company Name} should be displayed

If the Sync tab for your company is not automatically displayed on the Today page, please follow the below steps:

  1. In ConnectWise Manage, open the Today page: go to 'My Favorites' > 'Today'
  2. Click the cog icon and select the relevant company from the 'Not Displayed' list in the Tab Configuration pop up
  3. Click the right arrow to add the company to the 'Displayed' list
  4. Click Save

  5. Click back on the Today page. You should now see the new tab displayed for the company selected in the previous steps.
  6. Click on the company tab.
    Your ConnectWise user account then will be authenticated in Wise-Sync. In this step, Wise-Sync confirms that the logged in user has access to that company in Wise-Sync before it displays the tab contents.
    If it is unable to authenticate the user (i.e. the logged in user does not have access to the company in Wise-Sync), an error message will be displayed. Please reach out to our Support Team if you have any issues.

Note:

Your default email address in ConnectWise Manage for the syncing company must match the email address configured for that same company in Wise-Sync. If you have any issues setting up this tab, please contact our Support Team for assistance.

Note:

The above steps need to be done in ConnectWise per user and per company

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