Setup Xero

Wise-Sync has been designed to capture as much of the information from ConnectWise and transact to Xero in the most detailed possible way. With a single aim of improving financial visibility, as well as ensuring that data is transacted with only valid information. 

The following prerequisite requirements ensure that Wise-Sync can get the information needed to create records in Xero and transactions accordingly.

Here is what you need to do:

  • Account Numbers in your Chart of Accounts.
    • Ensure that all Chart of Accounts have valid account numbers.
  • Setup Tax Codes for Mapping of ConnectWise Tax Groups
    • Ensuring that the Tax Codes in Xero match those in ConnectWise

Follow the Setup Process to work your way through to simple accounting synchronisation.