Xero Add-On - ConnectWise by Wise-Sync

Xero Accounting for ConnectWise users

Wise-Sync is a cloud based integration service that synchronises accounting data between ConnectWise and Xero. It features great security and privacy by encrypting all data in transit and never storing your accounting data on our servers. Any business using ConnectWise and Xero can benefit in time and cost savings by replacing manual data input with this easy to use, robust and – we like to think – pretty slick tool!

Plans and PricingContact Us

ConnectWise-Xero

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Flexibility

No software to install or maintain. You can sync from any device, anywhere in the world!
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Secure

Your data is safe with a minimum 128bit SSL encryption to transfer your data, just like the banks!
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Private

We don't store any of your accounting data on our servers, not even for a minute!
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Fast

We've focused our efforts on synchronisation speed so you can focus yours on running your business!

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Sync Features

Client Information

Customer Details, Details.

Customer details are automatically updated each time a new record syncs to xero. So any changes made in connectwise are replicated with each sync for that customer. We know how simple xero is to use and sending statements is a breeze from xero. With the right information. And email addresses of client financial contacts makes the process easier and simpler than ever before. Wise business owners know the power of keeping your debtor days down, sending statements just became fun.

Customer records are only created when a new invoice is synced to XERO.
Fields synced include:

  • Account Name & Phone Number
  • Account Postal Address
  • Account email address (billing contact email)
  • Primary Contact Name / Details
  • Billing Contact Name / Details (each invoice)
  • Account Code (optional)

Detailed Invoices

Invoices with all the bits and pieces

We know the value of meaningful information in your invoices, that’s why we sync as much information as wisely possible to xero. Designed by a business just like yours, we’d rather have more information at hand when looking at your invoice in xero – that just makes you wiser.

We’ve found that the best system to use to send your invoices is ConnectWise. The information that is synced to xero is limited to the structure of your accounting interface setup in ConnectWise.

Invoice Headers

  • Invoice #
  • Invoice Date
  • Reference # / Client PO#
  • Payment Terms (in days to pay)

Standard Invoices (Time Billing)

  •  Aggregate billing amount based on CW Setup
    *Time records are not exported only summary information
  • Aggregate agreement amounts applied (credit)

Standard Invoices (Product Invoices)

  • Product Code (xero inventory item)
  • Product Detailed Description
  • Unit of Measure (optional)
  • Quantity
  • Unit Amount
  • Extended Amount

Agreement Invoices (Agreements)

  • Agreement Additions (xero inventory item)
  • Product Detailed Description
  • Unit of Measure (optional)
  • Quantity
  • Unit Amount
  • Extended Amount

Detailed Expenses

Expenses like you’ve never seen them before.

We know what you need in order to make ConnectWise Expenses work in with your Accounts workflow, so our technology partner Virage IT told us what was needed to get the information into Xero, to maximise efficiency in managing Expense Payments.

We’ve found that the Expense Claims workflow in xero, leads you to a place where you never wanted to go in the first place – a dead end. We post to Accounts Payable (Purchase Bills), so that your reimbursements and expenses can be allocated directly against payments made.

Expense Headers

  • Expense ID
  • Expense Date
  • Reference # / Client PO#
  • Employee Name (ConnectWise Member)

Employee Reimbursable Expenses 

  • Expense Detail including:
    – Date
    – Amount
    – User Entered Notes
  • Additional Information Including:
    – Agreement Cover
    – Client
    – Ticket Details

Company Paid – Non Reimbursable Expenses 

  • Expense Detail including:
    – Date
    – Amount
    – User Entered Notes
  • Additional Information Including:
    – Agreement Cover
    – Client
    – Ticket Details

Company Paid – Personal Expenses 

  • Expense Detail including:
    – Date
    – Amount
    – User Entered Notes
  • Additional Information Including:
    – Agreement Cover
    – Client
    – Ticket Details

Enhanced Expenses

Plans which include Enhanced Expenses can Add a Wise-Pay Member.

Enhanced Expenses provide for grouping of Expenses into Weekly Payable Bills by each ConnectWise Member.

This provides a simpler payment process by natively grouping expenses into Weekly Batches, for simpler processing of  payments.

More on Wise-Pay…

Payments

You should always know when you have the money!

Syncing payments back to ConnectWise could never be easier. Wise syncers know the power of keeping on top of their aged receivables (cash your clients owe you). Ensuring that the payments are correctly applied in xero can also be helpful as this information is displayed in the ConnectWise portal when a client reviews their invoices. Avoid difficult conversations by syncing your payments with the click of a button.

Credit memos not included. ConnectWise does not provide for the functionality of applying credit memos through the accounting API. As soon as this is available, we’ll be right onto getting this functionality up and running.

Detailed Purchase Orders and Products*

Procurement

If you have purchased the procurement module, and are using it… Wise syncers inducted into the procuremiester hall of fame know the power of reconciling your purchases in xero. There’s a few different features to work with the wisest of procurement genii, that you’d be looking to your closeted apple store to hang out with like minded folk.

Purchase Order Header

  • All Vendor Details (same as customer details)
  • PO Number
  • PO Date
  • Vendor Invoice Number
  • Due Date (from terms)

Purchase Order Details

  • Product Code
  • Item Description from PO Line
  • Item Detailed Description from Product Item Details
  • Unit of Measure
  • Quantity
  • Unit Price
  • Extended Amount

 

Optional Items (configured per company)

  • Part Shipment – Allows PO’s to be batched to XERO as purchase order lines are received in ConnectWise
  • Part Shipment PO’s are created based on the Packing Slip ID used in ConnectWise.
  • Multiple Invoices are created based on the unique Packind Slip ID

* Only for Procuremeister plan and above

Inventory Adjustments**

We post the Inventory, period.

Inventory is often the pain in many a  ConnectWise parters’ side. Generally Inventory should not be this much of a challenge if you follow some pretty simple processes to ensure that you are maximising the Inventory Module in ConnectWise.

As ConnectWise manages all Stock on Hand information, only the Accounting Adjustments are posted to Xero, allowing you to manage your Inventory counts and valuations in ConnectWise.

Purchases to Inventory

  • Purchase orders for Inventory Items (Inventory Parts) are allocated to Inventory Accounts
  • Each Warehouse can be allocated a different Inventory Account in Xero for ease of Management.

Inventory Transactions

  • When an Inventory Part is sold, a Inventory Transaction is posted as a General Journal, to allocate the Cost of Sale of the product in ConnectWise, from the Inventory Account

Inventory Adjustments

  • Posting of Inventory Adjustments based on Accounts and GL Mapping in ConnectWise.
  • Ability to post re-valuations, write offs or other Inventory revaluations.

Inventory Transfers

  • Transfers of Inventory between warehouses are posted directly to the corresponding Warehouse Inventory Account in xero.

** Available only on Plans that Include Inventory.

Xero Tracking^^

Companies that have more complex financial reporting needs, such as multiple revenue / cost centres can map ConnectWise structures to Xero Tracking. Allowing the mapping of class segments within ConnectWise to defined tracking codes applied against revenue and expenses lines. This advanced feature is not for the faint of heart, but certainly can provide some powerful insight and reporting capabilities when looking at overall performance of business units where not all costs are procured through ConnectWise.

^^ Only for plans which include Xero Tracking.

Add-On Features

Multiple Companies

Additional Companies can be added at any time by upgrading your account plan.

Synchronise between two or more billing locations in ConnectWise. Wise-Sync supports the sync of multiplie connectwise billing locations to matching organisations in xero.

This feature is usually selected by companies that need to sync their financial datas to different xero organisations. Whether you have many locations for billing or just more than 1, wise-sync can map the output with ease.

This feature is ideal for larger organsiations that need to split their financial records to different organisations in xero.

 

Wise-Pay

Only for plans which include Enhanced Expenses can Add a Wise-Pay Member.

Wise-Pay is an Add-On feature, which provides Wise-Sync partners with the ability to reconcile payments made with linked Company Credit Cards (or Company Accounts) directly to the expenses which are entered by ConnectWise Members. Each Wise-Pay Member is linked to a matrix of: ConnectWise Member > ConnectWise Payment Type > Xero Linked Account, delivering efficiencies in the payment reconciliation process for incidental expenses which are charged to Company Credit Cards.

When an Expense is processed for a Wise-Pay member, and the Payment Type is the linked Payment Method, Wise-Sync will automatically allocate the payment of the expense to the Linked Xero Account, delivering a drastically reduced reconciliation cycle for credit cards.

More on Wise-Pay…

More…Plans and Pricing

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What is Cloud Accounting?

Cloud Accounting is easy to use online accounting software that’s designed specifically for small businesses.

  • It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Cloud Acccounting has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Wise-Sync currently offers integration with two Cloud Accounting software platforms – Xero and Quickbooks Online.

Find out more about Xero

Find out more about Quickbooks Online

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Not using Xero or Quickbooks Online?

We’re always looking to expand our integration to other cloud accounting software. We’re exploring integrations with Saasu, Reckon One and others. Register your interest with us and we’ll be in touch to let you know what we have planned.

   
 
   

By submitting this form you agree for Wise-Sync to send you emails. We won’t ever send you spam or share your details with anyone else.

We have been using Wise-Sync since April, 2013. We have just signed a second location with a new xero account as well. Works without any issues once setup. Setup is very easy if you have used the GL stuff in CW in the past. They have been great to work with and it’s so much better than manually copying over the inovices one by one.

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Fantastic Product, made the whole integration straight forward and was a very thought out implementation.

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We started using ConnectWise mid 2013 and at the same time moved onto Xero.  We very quickly realised we required integration between the two systems and worked with the Wise-Sync Consulting team in the implementation.

Paul and his team are very knowledgeable, proactive and patient.  With extended training guiding us with both the Xero and the ConnectWise applications to get the required result for our business.

We have found Wise-Sync setup,  knowledge base and  documentation really good and easy to understand.

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After making the move to connect wise 5 months ago, and using MYOB as our accounting package, we had been in the process of double entering all invoices from Connect wise whilst we decided upon an appropriate sync tool.

We had trialed a few products on the market for sync into MYOB and did not feel comfortable with the level of flexibility/complexity.

After the experience we had with the MYOB sync tool, it was an absolute pleasure to deal with Paul and the team at Wise Sync. From the moment I registered, the team were attentive and helpful with the entire process.

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