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Wise Sync for Datto Autotask PSA
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Wise-Sync for Datto Autotask PSA
Getting Started with Wise-Sync for Datto Autotask PSA
1. Setup Wise-Sync Account
2. Setup Wise-Sync Company (Datto Autotask PSA)
3. Setup an API User in Datto Autotask PSA
4. Setup Wise-Sync User Accounts
Sync Now
Getting Started with Wise-Sync for QBO
QuickBooks Onl Automated Sales Tax for Datto Autotask PSA (US Region)
Wise-Sync for Datto Autotask PSA
Frequently Asked Questions
FAQ: What is Wise-Sync for Datto Autotask PSA?
FAQ: How does Wise-Sync manage Datto Autotask PSA Contacts?
Known Issues (Resolved)
(Resolved) Known Issue: Contact Error during Invoice Sync
Incident Reports
Incidents
Unexpected Partial Outage for Wise-Sync and Wise-Pay, 21st December, 2018
Unexpected Partial Outage for Wise-Sync and Wise-Pay, 8th March, 2019
ConnectWise Sync Errors, 29th March, 2019
Unexpected Partial Outage for Wise-Sync and Wise-Pay, 7th May, 2019
Unexpected Outage for Wise-Sync and Wise-Pay, 8th August, 2019
Unexpected Outage for Wise-Sync and Wise-Pay, 12th March, 2020
Issues accessing Wise-Sync via ConnectWise Manage Quicklink
Unexpected Outage for Wise-Sync and Wise-Pay, 9th June, 2020
Payer Management
Managing Payers
Manage Payers
Managing Payment Methods for Payers
Add a Payer
Search for a Payer
Edit Payer Details
Manage Company Name for Payers
Delete a Payer
Manage Auto-Pay Terms for Payers
Manage Inactive Payers (Integrapay)
Email Templates
Template: Invitation to New Client - new to DDR
Template: Invitation to New Clients - with previous provider
Invitation to New Clients - Already on DDR/ACH (with previous provider)
Invitation to New Clients - Not currently on DDR/ACH
Template: Invitation to New Payers (US)
Payer Admin - FAQ
FAQ - Is a Payer set up for Automatic Payments?
FAQ - How do I Import Payers into Wise-Pay
FAQ - Can a Payer Add Automatic Payment Terms
FAQ - How long before a customer/client is availabe in Wise-Pay Admin
FAQ - How do my Wise-Pay customers view their invoices?
FAQ- How To Reset Password for Payer Account
FAQ - How can I hide outstanding invoices that are not for Wise-Pay payment in the Outstanding Payment pod in Wise-Pay?
Wise-Pay Errors and Known Issues
Unprocessed Payments
Unprocessed Payment: Error: Organisation accounts are locked on the specified payment
Fix Unprocessed Payments: Payment can only be made against Authorised Documents.
Unprocessed Payment: Payments can only be applied to invoices that are awaiting payment
Handling Overpayments where an amount is debited that is greater than a revised invoice amount
Known Issue: Updating a payment in the PSA has not been implemented with the NPE flow
Xero Known Issues
Xero Validation Errors
Extended Product ID Length Handling
Xero Validation Error: Price List Item Code must not be more than than 30 characters long
Known Issue: New Reports have limited functionality
Unmatched Payments
Unmatched Automatic Payments
Wise-Pay Errors
Transaction declined IntegraPay - Error Code: Failed Payment
Error: Your payment has NOT been processed. Error Code:transactionAmountInCents must not be greater than $xxx
Error: Invoice couldn't be processed for automatic payment. Scheduled payment date has exceeded this Merchant's Maximum allowed number of overdue days
What is a Payment Error?
Payment Errors - Failed Payment: Transaction Declined
What is a Batch Processing Error?
Error Saving Item in Xero. Validation Message: An error occured in Xero. Check the API Status
Disconnected Accounting System (QBO)
Error validating Xml data against the schema
Your payment has NOT been processed against invoice . Error Code:Account not found. Account Code: Account not found
Invoice partially paid in Xero/QBO but partial payment does not reflect in Wise-Pay
Failed Transaction Error: Merchant hasn't enabled credit card payments for these payment terms and the primary payment method for this user is via credit card.
Error Code: Error saving item in Xero. Validation Message: The contact name is already assigned to another contact.
Known Issues
(Resolved) Known Issue: Xero API Major Outage May 04 2020
Known Issue: Sometimes searching for Payers in the Invoice Batch screen returns no results
Wise-Sync User Management
Creating/Maintaining Users
Configure Wise-Sync User Accounts
Wise-Sync User Roles
FAQ: What is a Primary API Account?
Two Factor Authentication
FAQ: Two Factor Authentication
Two Factor Authentication (2FA)
Toubleshooting 2FA Login
Beta Group
Syncing with Wise-Sync
Syncing with Wise-Sync
Syncing with Wise-Sync (Sync All)
How to get help & support using Wise-Sync
Syncing with Wise-Sync (Payments)
Syncing with Wise-Sync (Unposted Items)
Changing your password
How to log in to Wise-Sync
Can't Login?
Pre-Setup ConnectWise Inventory > The Function of Inventory
FAQ: What address do we use for ConnectWise Manage REST Version?
Wise-Sync Samples
Mapped Reference Fields in Xero
Accounts Payable - Batch Payment
Accounts Payable - Planned Payment Date (Scheduled in XERO)
Accounts Receivable - Outstanding Statement
Staff Reimbursement (Through Procurement)
Procurement - General Office Expense Purchase
Procurement - Purchase (Supplier)
Agreement Invoice (Additions)
ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
Credit Memo (Special Invoice)
ConnectWise Inventory > Use Case: Inventory Transfer
Agreement Invoice (Rounding errors & adjustment applied) - Sample
ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
Services Invoice (Agreement Time Summary) - Sample
ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
Glossary of Terms
Glossary of Terms
Best Practices & Tips and Tricks
Show Invoices Not Yet Batched to Your Accounting Package on the Invoice Search Screen
Don't show Unapproved Invoices in the Email Batch Wizard List - Email Sent Statuses
QBO: Credit Memo's apply to correct payment amount in ConnectWise.
Exclude non-billable items when syncing Invoices
Explaining the SUPPLIER-CREDIT process (RMA Process)
Explaining the SUPPLIER-INVOICE process
Downpayment Process to Cover Tax Amount of an Invoice
Applying Credit Notes
Using Bundle Products with Inventory
General Questions
How secure is my data?
Setting Payment Cutoff Date
bit.ly Links Flagged as Containing Malware
Changing your Password
Can't Log in? Wise-Sync User Name and Password Issues
Wise-Sync Configuration
Avalara Integration Setup (US Region)
FAQ: Do you store any of our financial data
FAQ
FAQ - When I sync invoices, why are the email address are updated?
FAQ - Why is the contact being set to the Primary Contact instead of the billing contact
Inventory Reports: Invoice Dates & Purchase Order Dates
FAQ: What is the difference between the CW (Inventory Reports) and Xero (Inventory Asset / Transaction Report)
FAQ - How do I create a Manual Batch?
FAQ: What are System Chart of Accounts?
FAQ - How do I sync detailed invoices?
FAQ - What do I do if a payment synced back to ConnectWise and posted to the wrong invoice?
Updating your Connectwise To A new version
FAQ - Why aren't my invoice marked as Paid in ConnectWise?
FAQ: How do I Connect a Google Drive in Wise-Sync?
FAQ - Why can't I see the Wise-Sync QuickLink after I create a custom menu entry?
How to enable API Logging (Detailed Logging)
FAQ: How do I change an Invoice that has already been synced?
FAQ - How do I refresh a Purchase Order GL entry
FAQ - How do I update my Credit Card for Wise-Sync Invoices
FAQ: How do I add freight to a Purchase Order?
FAQ - Setting and Working with Lock Dates in Xero
FAQ - How do I delete an Invoice?
FAQ: Why do I need the GL Reload Status?
ConnectWise Versions Supported
FAQ: How do I run a sync?
FAQ: Why are there adjustment items on an invoice
FAQ: Why are there rounding items on an invoice
FAQ: What if I have issues who will help me (who to contact)
FAQ: What are the benefits of cloud accounting
FAQ: Is it is secure to use Wise-Sync
FAQ: How long will it take to setup
FAQ - How to create REST API Keys for a ConnectWise Member
FAQ - I want to disable Inventory Sync. What do I need to do?
Wise-Sync - Special Features
How to Enable Wise-Sync Support Access to your ConnectWise account without a password
Sync Feature: Exclude Batch Records (From Sync)
Onboarding Feature : Sync Old Records (without posting to accounting)
ConnectWise - Time Details to Invoice Lines
Quick Link > Creating Custom User Menu in ConnectWise
Sync Options > Vendor Invoice Date Source > Selecting Alternate Purchase Order Invoice Dates
Terms XRef - Terms Construct for Days after EOM
ConnectWise Manage Tax Setup - GST/PST Canada
Syncing Xero Tracking Categories from ConnectWise Manage to Xero
Wise-Sync for Xero
Accounts Payable - Batch Payment
Wise-Sync for Quickbooks Online
QuickBooks Online Automated Sales Tax for ConnectWise Manage (US Region)
Known Issue: QBO Automated Sales Tax (US Region) Override for $0 Sales Tax Transactions
Mapping to Categorized Products in QBO
Wise-Sync Release Notes
Wise-Sync Release Notes (2020+)
Wise-Sync Release Notes 2021
Wise-Sync Update - 7 December 2020
Wise-Sync Update - 29 September 2020
Wise-Sync Update - 7th September 2020
Wise-Sync Update - 17th August 2020
Wise-Sync Update - 29th June 2020
Wise-Sync Update - 25th May 2020
Wise-Sync Update - 21 April 2020
Wise-Sync Update - 23 March 2020
Wise-Sync Update - 17 February 2020
Wise-Sync Update - 20 January 2020
Wise-Sync Release Notes (2019)
Wise-Sync Update - 19 December 2019
Wise-Sync: Version 4.6.10 Release Notes
Wise-Sync: Version 4.6.9 Release Notes
Wise-Sync: Version 4.6.8 Release Notes
Wise-Sync: Version 4.6.7 Release Notes
Wise-Sync: Version 4.6.6 Release Notes
Wise-Sync: Version 4.6.5 Release Notes
Wise-Sync: Version 4.6.4 Release Notes
Wise-Sync Release Notes (2018 and older)
Wise-Sync & Wise-Pay Release Notes
Wise-Sync: Version 4.6.3 Release Notes
Wise-Sync: Version 4.5.0 Release Notes
Wise-Sync: Version 4.6.2 Release Notes
Wise-Sync: Version 4.4.2 Release Notes
Wise-Sync: Version 4.6.1 Release Notes
Wise-Sync: Version 4.4.1 Release Notes
Wise-Sync: Version 4.6.0 Release Notes
Wise-Sync: Version 4.3.24 Release Notes
Wise-Sync: Version 4.5.4 Release Notes
Wise-Sync: Version 4.3.23 Release Notes
Wise-Sync: Version 4.5.3 Release Notes
Wise-Sync: Version 4.3.22 Release Notes
Wise-Sync: Version 4.5.2 Release Notes
Wise-Sync: Version 4.5.1 Release Notes
Wise-Sync: Version 4.3.21 Release Notes
Wise-Sync: Version 4.3.20 Release Notes
Wise-Sync: Version 4.3.19 Release Notes
Wise-Sync: Version 4.3.19 Release Notes
Wise-Sync: Version 4.3.18 Release Notes
Wise-Sync: Version 4.3.18 Release Notes
Wise-Sync: Version 4.3.17 Release Notes
Wise-Sync: Version 4.3.16 Release Notes
Wise-Sync: Version 4.3.15 Release Notes
Wise-Sync: Version 4.3.14 Release Notes
Wise-Sync: Version 4.3.13 Release Notes
Wise-Sync: Version 4.3.12 Release Notes
Wise-Sync: Version 4.3.11 Release Notes
Wise-Sync: Version 4.3.10 Release Notes
Wise-Sync: Version 4.3.9 Release Notes
Open navigation
Wise-Sync User Management
Creating/Maintaining Users
Configure Wise-Sync User Accounts
Wise-Sync User Roles
FAQ: What is a Primary API Account?
Two Factor Authentication
FAQ: Two Factor Authentication
Two Factor Authentication (2FA)
Toubleshooting 2FA Login