In the 4 years we've been setting up customers for syncing success, we’ve seen a lot that count as a success, and many that were destined to struggle. Having facilitated over 150 onboarding projects in the past 12 months alone, from basic setups to extended business transformations, our priority is to see optimal data syncing with minimal effort.
New users doing it alone often waste countless hours trying to figure out the nuances of ConnectWise, their cloud accounting package, and the Wise-Sync bridge between them. It’s understandable - being a technically minded person doesn’t automatically grant you an understanding of accounting principles. Being accounting savvy doesn’t necessarily mean you can navigate the complex ConnectWise configuration minefield. In fact, we found that around 1 in 10 people that sign up to Wise-Sync never properly sort their sync, and watching partners fumble around in a sea of red errors is unbearable!
To remedy this, all new signups will now benefit from Onboarding Services. Whether you're just looking for a quick sync fix, a more detailed implementation or complex conversion needs; we've got you covered.
When you checkout, the basic Onboarding Services required for your journey to success will be added to your cart. From there, you can kick back and relax as we configure the fiddly bits for you.
Basic Setup + Onboarding Services includes of 2 hours getting the base setup completed, and then a 1 hour Web Coaching Session with your Implementation Consultant to see how it all works and run through the usual gotchas once you start syncing. Additional Hours are charged at $265.00 per hour (ex any applicable local taxes).
Basic Onboarding includes 4 Hours of Consulting Services to help get you online faster. We'll spend 2.5 hours in getting the basic setup completed, and then spend 1.5 hours on web session/s to run through the usual gotchas once you start syncing. This plan is ideal for partners with the Procuremeister or Sync Ninja Plans, and can be used to get setup to use Inventory, Tracking Codes or Enhanced Expense features. Additional Hours are charged at $265.00 per hour (ex any applicable local taxes)
10 Hours Onboarding (Consulting) may include: - Fully Managed QBO/Xero Conversion - Inventory Setup and/or Review - Tracking Codes - Setup for Multiple Companies (additional monthly cost) - SLI Alignment - ConnectWise Configuration & Training Additional Consulting beyond pre-paid 10 hours: $240.00 per hour (ex applicable taxes)
20 Hours Onboarding (Consulting) may include: - Fully Managed QBO/Xero Conversion - Inventory Setup and/or Review - Tracking Codes - Setup for Multiple Companies (additional monthly cost) - SLI Alignment - ConnectWise Configuration & Training Additional Consulting beyond pre-paid 10 hours: AU$220.00 per hour (ex applicable taxes)
Work with you during an initial discovery call to determine core requirements.
Onboarding requirements are determined based on plan and features required. Other factors are considered such as part of the onboarding process and requirements.
Work with our skilled implementation consultants to work through some of the areas that MSPs whether new or old can benefit from our collective experience.
We suggest you check out what we (and our partners) say we do best, and over 100 - 5 star reviews in the Connectwise Marketplace.
Some of the things Wise-Sync does that no other tool can do:
One limitation Mobius has is it cannot invoice for a future date, can Wise-Sync batch invoices for a future date?
Absolutely.Wise-Sync allows you to set the date to sync through. By default the sync is set to today, but you can set it through to your future dated invoices to allow them to sync to QBO.
Does Wise-Sync allow sync of payment info alone?
Absolutely. Yes, and we also follow payment re-application. So if you need to re-apply a payment to a different invoice; Wise-Sync will apply the payment correctly in ConnectWise to the new invoice, as well as remove the payment from the old. The source of truth is QBO, so you can always rest-assured that ConnectWise payments are kept in sync.
Can Wise-Sync be set to automatically sync payment information from Xero/QBO back into CW, or does this require a manual operation?
It does require you to press a button, well actually two - Click-Click-Boom
Setup could take a few hours to days. This will vary on your configuration and knowledge of ConnectWise.
We offer a number of different plans and our consultants will ensure you get set up as quickly and smoothly as possible.
Once setup, it is a simple charge of $25/month for each additional linked entity.
To get you up and running with the additional company, we strongly recommend a two hour session with one of our Consulting Team members.