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...
Tue, 21 Aug, 2018 at 7:13 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, 27 Aug, 2018 at 6:02 PM