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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
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
Getting Started with Wise-Sync for QBO
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
Wise-Sync for Datto Autotask PSA
Frequently Asked Questions
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
Known Issues
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
Known Issues (Resolved)
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
Incident Reports
Incidents
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
Payer Management
Managing Payers
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
Email Templates
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
Payer Admin - FAQ
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
Wise-Pay Errors and Known Issues
Unprocessed Payments
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
Xero Known Issues
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
Unmatched Payments
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
Wise-Pay Errors
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
Known Issues
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
Wise-Sync User Management
Creating/Maintaining Users
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
Two Factor Authentication
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
Syncing with Wise-Sync
Syncing with Wise-Sync
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
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
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
Best Practices & Tips and Tricks
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
General Questions
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
FAQ
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
Wise-Sync - Special Features
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
Wise-Sync for Xero
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
Wise-Sync for Quickbooks Online
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
Wise-Sync Release Notes
Wise-Sync Release Notes (2020)
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
Wise-Sync Release Notes (2019)
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
Wise-Sync Release Notes (2018 and older)
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
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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