Getting Started with Wise-Sync for Autotask

1. Setup Wise-Sync Account
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, ...
Mon, 20 Aug, 2018 at 3:05 PM
2. Setup Wise-Sync Company
A Wise-Sync Company provides the connection to your Accounting Package company. Depending on the PSA you're using, you may have one or many companies i...
Mon, 6 May, 2019 at 2:24 PM
3. Setup Wise-Sync User Accounts
Add Wise-Sync User Accounts for those that need to use Wise-Sync. For each user, add their Autotask Credentials, in order to be able to sync transactions fr...
Mon, 20 Aug, 2018 at 3:06 PM
Sync Now
The Sync Now screen is where all the syncing occurs. Watch your invoices sync to your accounting package and have them scheduled for Automatic Payment, if c...
Mon, 4 Mar, 2019 at 9:48 AM