Once you subscribe to Wise-Sync, you are provisioned with a Wise-Sync Account.
Your Wise-Sync Account allows you to view and manage your Subscription, view your Sync Statistics and control the mode for Two Factor Authentication.
Account Administrators (i.e. users with the role account-admin) are able to manage Wise-Sync accounts.
For more information about User Roles, read up on Wise-Sync Users
Account Options | Two Factor Authentication Mode. For more information, read up on Two Factor Authentication (2FA). Autotask Site URL - Wise-Sync Consultant will configure this during onboarding. |
Billing Contact | This is where details of your billing contact are stored, since Subscription. Click edit to modify the billing contact. |
Plan | This is the plan you are subscribed to. Change Plan or add more transactions to your subscription. |
Payment / Card | Update your Credit Card details should they change. Cancel your subscription |
Billing History | View your billing history, including Paid Invoices and Credits. |
Sync Statistics | View the amount of transactions you have synced from Autotask to your Accounting Platform. |
- Setup Wise-Sync Account
- Setup Wise-Sync Company
- Setup an API User in Datto Autotask PSA
- Setup Wise-Sync User Accounts