4. Setup Wise-Sync User Accounts

Add Wise-Sync User Accounts for those that need to use Wise-Sync. Each user needs your company's API User credentials configured to be able to sync transactions from Datto Autotask PSA.

What's an API User?

See 3. Setup an API User in Datto Autotask PSA for information about API Users and instructions on how to configure them.

Configure Wise-Sync User Account

See the Autotask User Account tab in Configure Wise-Sync User Accounts for instructions on how to do this.

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