Getting Started - Setup

New Account - Getting Setup
Comprehensive instructions are available our knowledge base, and you can make a start on the ConnectWise setup straight away. Pre-Setup Requirements >...
Thu, 21 Feb, 2019 at 4:40 PM
Wise-Sync Setup > Overview
Getting Started > Wise-Sync Setup We've separated our setup steps to help guide you through the setup requirements which are specific to each accou...
Mon, 26 Mar, 2018 at 3:50 AM
Setup ConnectWise Accounting Integration > Overview
Getting Started > Wise-Sync Setup We've separated our setup steps to help guide you through the setup requirements which are specific to each ac...
Wed, 13 Jun, 2018 at 2:30 PM
Pre-Setup ConnectWise > Step 1 > Apply ConnectWise Member Security
To sync transactions from ConnectWise to your accounting package, the ConnectWise member performing the sync need role permissions to various ...
Tue, 21 May, 2019 at 4:00 PM
Pre-Setup ConnectWise > Step 2 > Creating an Integrator Login
How To: Create an Integrator Login Wise-Sync connects through to your ConnectWise database through two authentication methods, one is the PSA Mem...
Wed, 8 May, 2019 at 11:02 AM