Documentation

Support

If you need assistance with creating API members or integration setup please send a note to Help@ConnectWise.com and the ConnectWise Manage support team can assist. For any other questions with this integration, please contact the the Wise-Sync team directly to resolve any issues.

User Reviews

• Kevin Vaughn, A One Networks Consulting LLC
  The choice to switch to Wise-Sync and Wise-Pay was a no-brainer. Even for a slower learner like myself, their service is top of the line - they rock; they make you feel like you're their only customer. And our clients love Wise-Pay, they like the interface where they can easily access the payer portal to check on invoices, pull past invoices and make easy-to-do changes to their payment methods, and they're enjoying the ability to click the "Pay Now" button via email. Wise-Sync = Smooth Process.
  Date: 9/15/2022 10:02 AM
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• Darren Crane, DLC Technology
  We migrated from QB Desktop to QB Online and implemented Wise-Sync and Wise-Pay (moving from another popular product). The process of working with Wise-Sync was awesome. We completed the migration quickly and without issue. Their team is very knowledgeable both about their product and CW Manage! I cannot recommend them highly enough. The product just works. Flawlessly. All the time!
  Date: 5/5/2022 6:42 AM
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• Grant Le Helloco, Pro Computers
  We have been using Wise Sync for a few years integrating Connectwise Manage to Xero. The integration has never let us down. Because of the trust built up with the Wise Sync product we recently implemented Wise-Pay Merchant Services. It has only been a short time and we are already seeing the benefits that this product can offer. In my opinion it goes beyond other merchant services as it is very tightly integrated into Connectwise Manage and Xero. Grant Le Helloco Managing Director.
  Date: 12/6/2021 9:34 PM
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• Haydon Spencer, Spencer IT
  If we could leave more stars, then we would! Curtis and Paul went out of their way to get us syncing with Xero after a competitor’s product we had been struggling with since switching to Connectwise three months ago stopped syncing entirely, immediately prior to month end. Within four hours of signing Paul had us not only syncing invoices, but also syncing payments and purchase orders which had never functioned in the competitor system. Worth every cent, just wished we had moved earlier!
  Date: 12/2/2021 1:34 AM
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• Nick Grentell, Web & I.T.
  The team was great very helpful and amazing product thankyou
  Date: 11/17/2021 5:52 PM
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• Mitch Bevan, Digital Guppy
  The team at Wise-Sync have been supportive from the get go, they have listened to our individual needs and supported us from initial sales to setup. Implementation was clear, easy and timely with the team working within my schedule. Massive shoutout to Curtis, Bec and Paul who have been great every step of the way!
  Date: 11/17/2021 4:20 AM
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• Steve Payerle, Next Level Technologies
  We've been using Wise-Sync for a number of years at this point and it has really streamlined our ability to get ConnectWise Invoices into QBO. It's a very well thought-out and robust implementation that helps us sync all the relevant invoices, expenses and payments between the two systems. I'd highly recommend it. What's better, is that the support team actually has answers to questions and problems when they arise, and they get back to you quickly.
  Date: 10/28/2021 4:13 PM
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• James Borg, Teamwork Technology
  Great product which allows all our invoices to automatically be sent across to our accounting program so I dont need to be manually entering anything anymore!
  Date: 10/26/2021 11:47 PM
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• Faazel Muhseen, Niche Corp
  Besides saving time when using the WiseSynch Integration I find it great that I can avoid logging into multiple systems to achieve my tasks. The support is excellent. They have the patience to take me through the issues and get it resolved. Niche has been with WiseSynch and Connect Wise for over 6 years now and we look forward to many more years.
  Date: 9/12/2021 10:31 PM
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• Sean van Zyl, Nettko
  We have been using Wise-Sync for over a year now and we just migrated it to a new business. The service we received from Sherry was excellent and has always been so. We are very happy with the product.
  Date: 8/13/2021 3:35 AM
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• James Skingle, Virtec IT Solutions
  We decided to move to wise-sync from a competitor for our link to QBO, and I can say it was definitely the right decision. The initial demo was fantastic and really showed off how powerful a tool is it. When it came to the setup Bec was incredible at guiding me through everything. The addition of the real-time syncing saves a lot of time. The few times I have had to raise a support issue the team have really shown off their knowledge of the product. Highly recommend.
  Date: 8/5/2021 5:53 AM
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• Charmaine Daniel, Mangano IT Pty Ltd
  Talk about take the guess work out of integration. Wise-Sync is our go-between platform from ConnectWise to Xero. For the most part it seamlessly talks to both systems and when it does have any issues (more user than anything else) the Wise Support Ninja's are always there to provide support. I have also been lucky enough to work through the transition process from a trust to a company with the Ninja team, including the creation of new Wise-Sync and Wise-Pay platforms for the business.
  Date: 8/4/2021 12:27 AM
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• Bradley Ryan-Agnew, Ericom Pty Ltd
  We have used this product for several years and find it to be a solid and reliable resource and up to all the challenges we throw at it. What makes it outstanding is the support staff - Bec is a 7 star performer every hour of every day - knows the product exceptionally well is an excellent trainer and project resource. The help desk le by Suzette are simply awesome and the other product specialists (Sherry) really know their products.
  Date: 7/14/2021 8:50 PM
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• Robert McLaren, RM Cloud Solutions
  We have been using Wise-Sync for over 5 years now. Such a simple and easy product to use. Our invoicing used to take us days, now it takes us less than an hour. The Wise-Sync Ninja's are also superstars whenever we need help! Super fast and responsive help. One thing I have appreciated over the years is the constant evolution of the product, with many features being added for free, including the latest Real Time Sync! So good!
  Date: 7/8/2021 2:39 AM
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• Savanne Luong, Anderson Morgan
  It was a pleasure to have a consultation with Paul. He is patient and tries to solve problems at the time of the meeting. The outcome is beyond what I expected. ConnectWise team has been always supportive and understandable. I am satisfied with the platform and already referred it to my networking :) Thank you again, Team! Savanne
  Date: 6/25/2021 5:43 AM
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• Shasta Billingsley, TopBox Solutions, LLC
  No software is perfect but the service I receive from WiseSync is close to perfect every time we interact. I've been rewarded in my partnership with WiseSync to work with Freddy Flis. When I got a whisper that he may no longer manage our account one day, I was prepared to go to battle. He knows his stuff and is always faithful to respond and follow up. WiseSync as a product does what we need it to do, I don't have a comparison and WON'T as long as Freddie is in the picture.
  Date: 6/7/2021 4:29 PM
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• Chris Dawson, Longwall Security
  Great product and a really knowledgeable team. The setup was painless and helped us to improve some of our practices in Connectwise too. We are now synching two companies with total accuracy, while saving time and effort to focus on things that drive our business forward.
  Date: 6/3/2021 12:38 PM
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• George Khalil, GKM2 Solutions
  We have been using WiseSync since we made the move to CW and Xero a few years ago and must say the product just works! Not only is it a solid product that does its job, its a real time saver if we had to do this manually, ie. re-input all the invoices into Xero. It will save you days each month and not to mention the accuracy it provides vs doing it manually. In the rare event that there is a support issue, it is dealt with promptly. One of the best support teams out there.
  Date: 5/16/2021 8:27 PM
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• Missy Bolhuis, ClearPath Technology
  Wise-Sync was the piece of the puzzle we had been missing to help us with QBooks and ConnectWise.
  Date: 12/4/2020 1:21 PM
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• Graeme Ison, Westtek Solutions
  If you need ConnectWise Manage and Xero to work together, there isn't a better way to do it! The team at Wise-Sync embody what being a true service provider is. They hand hold during implementation, are fantastic with support, take on board suggestions and help with all queries! We had to do a re-implementation recently due to restructuring, and whilst daunting, it couldn't have gone better with their help and consulting. We have been using Wise-Sync for 6 years now and wouldn't look elsewhere
  Date: 8/7/2020 7:17 PM
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• Laura Veness, NetSG
  We have been using Wise-sync for integration between Connectwise Manage and Xero for 5 years and its fantastic! We couldnt run our business without it. The consulting team really understand the industry and we love working with Bec and the Team.
  Date: 7/8/2020 7:23 AM
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• Tommy Pruitt, PCI Technologies
  We have been using Wise-Sync for about a year. It may work too good...if that's possible. This integration allowed us to maximize ConnectWise and we are now in the "what if we do this" stage. Installation Support = AWESOME Post Install Support = AWESOME Consulting = AWESOMER
  Date: 12/5/2019 8:04 AM
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• Vanessa Rodriguez, On Call Technical Solutions, LLC.
  Reading reviews to see if Wise Sync/Pay is right for your business? I was there at one point too. After doing my due diligence with competitors and different options, Wise Sync/Pay seemed like the best choice. I decided to go for it and they DID NOT disappoint. This was the best decision I could have made for my company to date. This product makes tracking accounting and payments seamless and the set-up consultant and support are extremely knowledgeable with how it all works. Go for it!
  Date: 11/7/2019 2:08 PM
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• Jay Wong, Xyber Solutions
  We have been a Wise partner for over 4 years. During that time, the support and "hand holding" from Paul and his team, has been nothing short of amazing. There has been times where our requests were so complicated that they border on requiring consulting time from CW experts, but each time Paul has been able to point us in the right direction, enough to get us across the line. Well done and keep up the great work!!
  Date: 10/16/2019 4:12 AM
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• Johanna Guest, Cinos Limited
  Great product, Freddy and the team have been fantastic with the implementation !!! Wise-Sync has saved us a great deal of month end WIP journal time, allowing me to monitor the P&L in real time. Thanks All !!
  Date: 10/8/2019 1:53 AM
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• Andy Sakellarios, Relia-Tech, Inc.
  We've been using ConnectWise for about 6 years now and just recently went to the cloud version of QuickBooks. We signed up for Wise-Sync and were up and running within a week. Everything worked as promised and the on boarding couldn't have gone any smoother. Using Wise-Sync with QuickBooks Online is seamless. No issues, no worries, no headaches. I can't say enough good things about the combination of ConnectWise, Wise-Sync and QuickBooks online. I highly recommend Wise-Sync.
  Date: 6/6/2019 10:55 AM
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• James Harris, Xlingshot
  We've been using both Wise-Sync and Wise-Pay since our ConnectWise implementation in 2016. The system really does work great. There is a bit of a learning curve if something out of the ordinary happens (customer credit, overpayment, etc.), but the Wise-Sync team provide amazing support and have always been extremely responsive. I'd highly recommend both the solution and the team.
  Date: 5/30/2019 3:26 PM
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• Ashley McDaniel, Liberty Technology
  I can't say enough good things about Paul and his team. Not only did they support us in the on-boarding and implementation of Wise-Pay/Wise-Sync, but they also assisted us in converting from QuickBooks Enterprise to Xero accounting software in 2006. Since then our accounting processes have been much smoother and more efficient. Support is super responsive and helpful. We are raving fans!
  Date: 5/9/2019 5:51 PM
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• Chris Walters, McDonalds IT
  I have been really impressed with WiseSync. The accounts integration was one of the things I was most nervous about when implementing Manage, but WiseSync is running smoothly and doing exactly what I hoped it would. The implementation team were professional, and their support team have been great. I would highly recommend.
  Date: 5/1/2019 4:00 PM
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• Suleyman Gokyigit, IT Support Guys
  We have been using Wise-Sync and Wise-Pay now for two months. We are long-time CW users but were doing all billing from a different system, and it was time to integrate everything. The Wise-Sync team has been amazing, and they really understand the entire end-to-end process. Paul and his team have all been invaluable in allowing us to make this transition. We now use CW and QBO exclusively and soon will be able to do accurate real-time financial reporting.
  Date: 2/27/2019 3:10 PM
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• Jonathan Kendrick, Digital Technology Partners
  We moved from a home grown PSA and Quickbooks Enterprise to CW and Xero. The integration and accuracy of Wise-sync and Wise-pay is phenomenal. We generate about 1000 invoices a month, and have roughly 30 bank/credit card accounts to reconcile and are closing our books on average 5 days after EOM. Paul and his team have been the most helpful group in our CW conversion. The product does everything as advertised, and the team is a wealth of knowledge.
  Date: 10/31/2018 10:43 PM
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• Troy Adams, TechPath
  This is a must have app to integrate Xero. The team where very helpful during the project which was delivered on time and on budget. The capability is brilliant.
  Date: 8/2/2018 1:07 AM
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• Bryan Hall, Telesmart
  Wise-Sync as a company was brilliant to work with and the products integrate simply and nicely. Paul MacNeill personally have been fantastic with our implementation and subsequent support when need but the whole company is very responsive,
  Date: 8/1/2018 6:33 PM
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• Graeme Ison, Westtek Solutions
  Wise-Sync as a company and Paul MacNeill personally have been fantastic with our implementation and subsequent support (fortunately not often required!). I am no expert with the accounting side of ConnectWise, so their assistance with setup and getting everything mapped over correctly was excellent, and got us up and running in short order. Challenges have cropped up and the support has been fast and got the issue resolved. In short, you could not ask for anything more from a supplier!
  Date: 7/2/2018 11:16 AM
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• Damian Ball, T4B
  Great Product that fills a disappointing gap between Xero and Connectwise Manage. the team at Wise-Sync understand Connectwise, Xero, and the MSP industry very well.
  Date: 7/1/2018 8:38 PM
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• Matthew Smart, JEM Computer Systems
  Still loving this product. CFO doesn't know what to do with all the spare time Wise Sync has given back to our business. If you aren't running Wise-Sync integration, I feel sorry for you.
  Date: 5/31/2018 9:28 PM
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• John Marinucci, Essential Data & Voice
  Been using Wise-Sync (Xero integration) for +12 months and it works brilliantly. Ive used many systems over the years, the level of integration, seamlessly working in the back ground the way I need it to is bar none. Support is there when I need it - cant fault the product.
  Date: 5/22/2018 9:55 PM
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• Tyler Caskey, First Focus IT
  We are a +100 staff company. I installed WiseSync with Xero around 5 months ago and it's already paying huge dividends in our financial accuracy and debt collection. It takes the pain out of the ConnectWise integration. We are currently use the invoices, payments and expenses functions. I can't recommend this product enough, it saves you so much time not doing the low-value finance tasks. Next step, procurement. The WiseSync team are great too.
  Date: 11/20/2017 1:30 AM
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• Brian Albright, Albright Networks
  We have been using Wise-Sync for over a year we are using with QBO, and love it. It works great and has really helped us to clean up our sync process. Support is also great and one of the initial reason I ended up with Wise-Sync over the competitor.
  Date: 11/8/2017 11:51 AM
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• Graham Lane, Cheeky Munkey Ltd
  We have recently had the pleasure of working with Wise-Sync. Both the company and the consultant we worked with were very professional and supportive with our move from QuickBooks to Xero. A great company and would highly recommend working with them. As a result of the Wise-Sync and Xero implementation we have saved 4 man days a month and have also been able to streamline our processes.
  Date: 9/11/2017 4:40 AM
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• Brian Anderson, Branders Computers
  We tried many other Sync platforms and ended on Wise-Sync the setup and integration with Xero is easy and seamless. We have been using the product for more than a year now with no problems. I would recommend it
  Date: 8/17/2017 7:46 AM
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• Ray Sweeney, Premier Technology Solutions
  We moved to Wise-Sync some time ago in an effort to streamline some of our administration. We have since built on this with additional automation and reporting which has enabled our business to scale significantly without having to add further resources to administration.
  Date: 8/16/2017 6:34 PM
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• Jan Chapman, MSP Blueshift
  My accounts person was going to leave due to the amount of repetitive work she was doing, So I moved to Xero and got wise-sync. Now her job is much easier, and even though the volume of invoices has increased significantly she can still complete everything in the same time. The choice between paying a monthly fee for wise sync or paying my accounts resource to work more hours each week was not a difficult one.
  Date: 8/16/2017 2:06 AM
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• Daniel Williams, PowerNET IT Consultants
  We’ve partnered with only the best software and hardware vendors, and are plugged in to an international ecosystem of service delivery partners through EOS, Connectwise and HTG Peergroups. We are a great advocate of the vendors that we trust and hope that our partners feel the same way. Wise-Sync has simplified our accounting, streamlined reporting and led to countless savings in administration time.
  Date: 7/18/2017 9:00 PM
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• James Healey, Air-IT
  Want to drive ultimate accounting efficiencies, then implement Wise-Sync. The product works flawlessly and automates all of our sales and inventory into our accounts package providing us accurate and up to date accounts at the click of a button. In turn we are able to automatically collect payments. The end to end process is completely automated. I'm convinced we would have to employ somebody full time to perform the role of Wise-Sync. Keep up the great work guys - Wise-Sync - Top Draw - AAAA***
  Date: 7/18/2017 4:18 AM
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• Dan Edwards, PACT-ONE Solutions
  Before moving to Wise-Sync we suffered from Invalid Data transferred to Accounting; Painful Procurement; Information Double Entry and Inventory Management Nightmares, just to name a few. Wise-Sync helped us onboard to Xero, taking us from 19th century accounting right to 21st and beyond. Wise-Sync helps us to have up to the minute financial visibility and better access to current cash flow. It is an all around better software experience than native integration to QuickBooks Desktop.
  Date: 7/17/2017 9:25 PM
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• Bryan Lachapelle, B4 Networks
  I've left a detailed review back in 2015 when I first started using Wise-sync. Everything I wrote then, is still true today. It's been 2 years, and quite frankly I can't imagine ever using Connectwise and Xero without the seamless integration Wise-Sync has provided. Keep up the good work Wise-sync team! Thanks
  Date: 7/6/2017 9:05 PM
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• Michael Weaver, Centorrino Technologies
  Great support. Very willing to work with us through our issues.
  Date: 6/9/2017 1:51 AM
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• Gino Choucair, IT Genie
  Been using Wise Sync for coming up to 2 years now! BY FAR THE BEST!!!! Tried all the rest - waste of time and money. Wise-sync really works and works perfectly!!!! Brilliant support, knowledbase too. All the functionality and bells and whistles you could need. Well don Paul and the Team....We are BIG Fans
  Date: 4/24/2017 8:48 AM
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• Jeremy Porter, SomethingCool.com LLC
  Don't bother with the other "accounting integrations" out there - they don't work well. Once you see how well Wise-Sync works, and the details they have thought of, you'll be blown away. We used the cw-owned solution for a while and had nothing but problems. Wise-sync has people with actual accounting experience that designed it, and do the setup for you. They hand-hold you through the implementation process. They even have workflows for the shortcomings within CW. Worth every cent.
  Date: 2/15/2017 7:27 PM
  Was this review helpful? Yes No (4/1)
• Bryant Harrison, QuickFix
  High Altitude take-away = Wise-Sync is one of the best choices we have ever made for our company. -- Their trainer was a previous controller for a large MSP. Learned far more about being efficient with CW than we did with CW directly. -- Everything syncs flawlessly with Xero. Back AND forth. Our team never has to leave CW for any billing question or issue. -- Our contracts auto-pay us every month. We used to use QBO to do this. So so effortful... Wise-Sync does it all with a click.
  Date: 2/2/2017 1:44 PM
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• Cheryl Mickan, eFlux
  We have been using Wise-Sync for almost 6 months now and it really is very good. The few problems we have had have been sorted very quickly by Paul.
  Date: 12/6/2016 8:52 PM
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• John Mathieu, Allari Solutions
  Excellent customer service. Excellent product!
  Date: 11/16/2016 3:58 PM
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• Justin Doxford, Advantage Technologies, Inc.
  We made the move to Connectwise just over 11 months ago, but needed a solution to communicate with QuickBooks Online. We were introduced to Paul with WiseSync and haven't looked back. Our company produces on average just over one thousand invoices a month and Paul has made this transition smooth. Paul and his team stayed up late, and got up early to work with our company to provide an amazing experience. I highly recommend Paul and the WiseSync team especially if you are a High Volume User
  Date: 11/16/2016 7:58 AM
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• Bobby Collier, Vivid Information Technology - Adelaide South Aust
  Since using Wise-Sync and Wise-Pay we have cut our administration time down from hours to minutes. Our record keeping accuracy is impeccable and we are able to see where our MSP is financially with confidence that our data is up to date and accurate. I truly believe there is no other tool even worth looking at when it comes to connecting ConnectWise into Xero or QB Online. I dont know where our business would be without the support and help of the Wise-Sync team. Bobby Collier - Founder
  Date: 11/10/2016 12:28 AM
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• Leigh McDonald, LEAP Consulting
  We use Wise-Sync and it is a seamless product to use allowing us to not have to jump between multiple systems to ensure billing and procurement data is accurate. Leigh McDonald Technical Director
  Date: 11/10/2016 12:08 AM
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• Jay Wong, Xyber Solutions
  We were previously using Quickbooks, and made the switch to Xero + Wise Sync 1.5years ago. After some initial hiccups (Support was excellent from Paul and his team!) with the implementation, the products works not only as advertised, but has far exceeded my expectations with the simplicity and support from the Wise team. We are also excited to see what else is in store from the Wise team and look forward to working and growing together! Keep up the great work Paul+Wise and Virage Team!
  Date: 11/9/2016 6:58 PM
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• , ADITS
  Great Software.
  Date: 11/9/2016 5:50 PM
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• Alanna Kane, PowerNET IT Consultants
  We've been using Wise-Sync since February 2014 and the product combined with ConnectWise and Xero has completely changed the way we do business. As a result of being able to sync all of our financial data form ConnectWise into Xero we're more efficient and have more visibility over our companies performance than ever before. Using ConnectWise to the capacity in which we do and utilising a sound, reliable accounting package in Xero would not possible without Wise-Sync.
  Date: 11/9/2016 4:45 PM
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• Adrian Swaim, Atlas Professional Services, Inc
  Wise-Sync is an outstanding piece of software and well supported.
  Date: 11/9/2016 9:44 AM
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• Guido Garcia, G2 IT Solutions, Inc.
  Product has allowed our business to continue to grow without having to dedicate additional resources to administration and accounting by facilitating direct integration with the accounting platform. Managing AR and AP has become a breeze.
  Date: 11/9/2016 9:40 AM
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• Leon Black, Inspired Techs PTY LTD
  We have used Wise-Sync for over 2 years now. It is an excellent product. The team is always looking for ways to improve it and are happy to help out. Without this integration we would be wasting numerous hours on our accounts side! Get on board and revolutionize your finance syncing!
  Date: 11/9/2016 5:48 AM
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• Mario Vargas, The Cavalry
  Excellent support, tool is continuing improving. Great integration. With CW and Xero
  Date: 11/9/2016 2:08 AM
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• Kerry Wilson, Think IT Limited
  We changed from MYOB to Xero utilising Wise-Sync integration in April 2015 and have not regretted it. We have saved double handling of information and get better reporting. I can fully recommend it. Kerry Wilson CEO Think IT Limited
  Date: 11/8/2016 11:29 PM
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• Wayne Bartholomew, JGB Computers Pty Ltd
  The difference this product has made to our invoicing workflow has been amazing. Syncing to xero and the reporting it allows us to do has been exactly what we needed. The support associated both pre and post implementation has been exemplary
  Date: 11/8/2016 10:18 PM
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• Brendan Rose, Blackbird IT Pty Ltd
  Wise-sync has been key to our success in transitioning away from QB to Xero. Paul and his team continue to be very supportive in helping us improve our financial processes. Highly recommend the product and the team behind the brand.
  Date: 11/8/2016 9:38 PM
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• Eddie Borg, ALINK
  Paul and his team have been instrumental in implementation of our CW financial data integration with XERO. Not only the implementation was a complete process overhaul and improvement, but a key factor in our path to complete invoicing and client direct debiting automation.
  Date: 11/8/2016 9:36 PM
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• Greg Gardiner, Priority Networking Pty Ltd
  Great product, works seamlessly and saves us a heap of time
  Date: 11/8/2016 8:42 PM
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• Andrew Smith, Cool Chilli, Canberra Australia
  We setup our Quosal/CW and moved to Quickbooks in 2010 to automate the flow of financials from quoting to General Ledger and haven't looked back. It has saved admin $ and improved accounts accuracy. We wanted to move away from QB On Prem in 2015. Xero was the obvious choice for us as an accounting package and Wise-Sync has been excellent right from the start. Their support and reliability made the change really smooth and a no-brainer. Andrew Smith Managing Director Cool Chilli
  Date: 11/8/2016 8:36 PM
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• David Birk, Network Doctor
  Its been a great tool for us. Much easier to implement than expected. Since starting to use it, can't imagine going without it.
  Date: 11/8/2016 8:33 PM
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• Steve Wemyss, Calibre One Pty Ltd
  We've been using Wise-sync now for 6 months to sync between ConnectWise and Xero. The product does everything expected of it, its easy to use and has been a robust solution for us. The implementation process was great with Paul and the team providing excellent support and a great experience. We'd recommend it to anyone! Steve Wemyss CEO/ MD Calibre One
  Date: 11/8/2016 8:16 PM
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• Jawid Dadarkar, Lindentech
  Wise-Sync saves you tonnes of time. Previously we used to do this using excel sheets and had errors after errors. Since using Wise-Sync our lives have been very easy! Highly recommended for anyone that uses CW and Xero
  Date: 11/8/2016 8:08 PM
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• Dave Kenney, Kinetics Group
  WiseSync has been a very reliable product for us integrating Connectwise Invoices with XERO. For the few times we have needed support from WiseSync they have been responsive, professional and easy to communicate with. All in all a great product and company. Dave Kenney Kinetics Group
  Date: 11/8/2016 8:05 PM
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• Daven Michaud, Fully Managed
  Paul MacNeill & the team at Wise-Sync are phenomenal. We have been using Wise-Sync to integrate with Xero for 1+ years now, and we're very happy. Wise-Sync provided guidance when converting from QuickBooks, and even helped implement some suggestions for improvement (e.g., ability to hide Sync-All button). Thanks Paul & Wise-Sync! Daven Michaud, B.Comm. Staff Accountant @ Fully Managed Technology
  Date: 11/8/2016 8:02 PM
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• Ben Love, Grassroots IT
  We had long identified the need to move off our legacy accounting package onto one of the newer generation cloud based options. Once we discovered Wise-Sync the decision was made, and we haven't looked back. The integration between Connectwise and our accounting package is seamless, and far deeper than any previous or native integrations we have used or assessed. Since implementing Wise-Sync we have been able to automate and streamline more parts of our business than ever before.
  Date: 11/8/2016 8:01 PM
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• James Sutton, Office Solutions IT
  Fantastic product and support from Wise-Sync!
  Date: 11/8/2016 7:49 PM
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• Kent Forster, Centre Red IT
  We have been using Wise-Sync for over 18 months and it is an excellent product. We use Wise-Sync every day. Kent Forster centreRED IT
  Date: 11/8/2016 7:45 PM
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• Adam Garnaut, Core IT Solutions
  We previously used MYOB and manually entered connectwise generated invoices into the application. But after consulting with Wise-sync we decided to move to Xero and utilise Wise-sync to remove the manual work we were previously doing. The support team during the integration were fantastic and very helpful. I would recommend wise-sync to anyone currently using Xero or thinking of moving to Xero.
  Date: 11/8/2016 7:45 PM
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• Tim Brocket, CommArc Consulting Limited
  We have been using ConnectWise for a while now and moved from Reckon to Xero for our accounting package with the move we started using Wise Sync and have seen huge benefits in time saving and double handling that occurred prior to the move. The team that supported us through the move were great and our understanding of ConnectWise has only increased with the help of Wise Sync. Easily the best integration tool we have used. Tim Brocket General Manager CommArc Consulting Limited
  Date: 11/8/2016 7:35 PM
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• Tanya McCaw, Royal IT
  Love this integration with QuickBooks it has made our lives so much easier and works seamlessly with ConnectWise. Highly recommend.
  Date: 11/8/2016 7:34 PM
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• Jon Paior, Geek Pty Ltd
  ***BUSINESS OWNER PERSPECTIVE*** All I know is that since switching to Wisesync from a competitor The screams of frustration coming from the accounts team office are vastly reduced. I no longer get knifed by angry accounts people every time I need to upgrade / return equipment that has already been sold and invoiced to a customer. They have taken down the photo of me that was stuck to the dart board on the back of the door and replaced it with Ingram Micro's Corporate Logo.
  Date: 11/8/2016 7:32 PM
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• Daniel Williams, PowerNET IT Consultants
  Wise-Sync has been a huge time saver for us and enabled us to focus our efforts and resources where they are bestutilised. The tool is simple and effective. The team are great and we feel well supported.
  Date: 11/8/2016 7:21 PM
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• Nimisha Kalimuthu, 360 Consulting Pty Ltd
  I have a review below but thought I would update with how things are going now that we have been with Wise-Sync for a couple of years- we still love it! Anytime we do have an issue the support is prompt- although the system just works with very little management and the issues normally come from either user error or connectwise updates not wise sync!
  Date: 11/8/2016 7:17 PM
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• Hayden McMaster, Synapse IT Consultants
  We went from manually copying and pasting entries from ConnectWise into our accounting package (ridiculously time consuming!) to deploying a different integration package which screwed up our accounts. Since we deployed WiseSync everything has just worked. It saves so much time and effort. Our accounting system is always up to date, always accurate, and we've probably saved 2 full time admin days per week.
  Date: 11/8/2016 6:51 PM
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• John Hood, C3 Group
  After using a very cumbersome MYOB to CW system that only addressed invoicing when Paul at Virage IT mentioned moving to Xero with Wyse-Sync integration I was hopeful. I am happy to say that this system has exceeded my expectations. Using Xero with the added benefit of the SLI layout has improved our reporting. We have been using Xero for procurement and payroll as well since inception earlier this year. Extremely happy. Wyse-sync works well and helps fix any setup issues in CW during Sync
  Date: 11/7/2016 6:43 PM
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• Fabio Suffell, Qbit Computers
  Having our invoices sync from CW to Xero and then direct debited for the correct amount is fantastic. It has reduced mistakes, reduced the hours it takes to process our invoices by about 20 hours per month. Having direct debt as reduced the debtor days. Our ageing receivables drop to below 5% on 30 days and above. We no longer have to spend hours chasing money each month. Thank you, Paul Fabio Director Qbit
  Date: 10/30/2016 5:34 AM
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• Vince Kent, cloudIT
  We have been using Wise-Sync since July 2015. First I have to say it would not be possible to use Xero and ConnectWise without this tool. It simplifies our lives and the functionality is top notch. Any issues we come across support is super responsive and 90% of the time they have already created a step by step KB to walk us through resolving it ourselves. I would highly recommend this product.
  Date: 10/24/2016 1:51 PM
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• Nathan Belling, Insync Technology
  Top tool! Saves us a bucket load of time each week
  Date: 10/23/2016 2:14 AM
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• Troy Gauthier, Gauthier Business Technologies
  Hello Wise-Sync goodbye Mobius! Not only was the transition to the Wise-Sync / Wise-Pay platform painless, working with Paul McNeill and his team was a pleasure. Thanks for solving the problems we had with our previous integration and solving the problems we didn't know we had!! :) Syncing Ninja, Troy Gauthier | President | Gauthier Business Technologies Ltd. @gauthiertech #MSP
  Date: 10/20/2016 6:10 PM
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• David Park, Xterra Solutions Inc.
  Virage is the bomb! QuickBooks to Xero Migration - Check! Wise-Sync Ease of Use - Check! MSP Knowledgeable Team - Check! SLI and HTG Reporting - Check! Solid Services Team and Fantastic Support - Check! I love this team and what they do. -David J. Park, CEO Xterra Solutions, Inc.
  Date: 10/19/2016 1:06 PM
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• Kathy Bowe, Central Victorian Technology Services
  Great Support from the crew at Wise-Sync Ease of transition for Sales & Purchasing Efficient allow more time for other tasks
  Date: 10/13/2016 11:14 PM
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• Yvonne Bauermeister, Qbit Computers
  Best decision ever! We moved to Xero 2 weeks before EOFY, can you believe? Then also started using Wise-Sync and Wise-Pay. The transition was as smooth as you can get. With the help of Paul, Di & the team at Wise-Sync, I felt at ease and very confident with the move. They know this product so well and can handle any question or query you have for them.' Sync with sales and purchases is seamless and so quick. Auto-payments in Wise-Pay is a breeze. Thank you very much, guys.
  Date: 9/28/2016 2:49 AM
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• Reyad Homaidan, Juncture IT
  First of all, I will say, fantastic product. We were up and running with Wise-Sync within 24 hours after starting the onboarding procedure. The product seems Bullet Proof and easy to use. So 100% this product is the way to go for QuickBooks Online connectivity to ConnectWise. Second, Paul and his team are amazing, wonderful service and support. They know their product well and can offer tips and advice too. Can't go wrong! Reyad Homaidan Managing Director Juncture IT
  Date: 9/20/2016 3:15 AM
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• Jenny Ung, Xterra Solutions Inc.
  I have been using Wise-Sync for a little over 9 months now and I have to say, I’m loving every bit of it. The Wise-Sync support team is phenomenal and responds quickly to requests. Paul worked closely with me during the entire migration. He knew the product well and understood what our business needs. It was an absolute pleasure to work with Paul and the Virage team. I would not hesitate to recommend their services and the Wise-Sync product. Jenny Ung Operations Manager
  Date: 9/14/2016 4:32 PM
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• Mathew Taylor, Shift Computer Solutions
  Long story short, we decided to migrate our back office to Xero and use Wise Sync (and Wise Pay) to integrate with Xero. While my impressions of Xero are not glowing (some really whacky stuff we've had to deal with), Wise Sync has been excellent, pushing data across without a hitch and turning our invoicing from something we dreaded doing to a total breeze.
  Date: 7/29/2016 5:02 AM
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• Peter Jonsson, Smile IT
  We had used a number of other products to sync invoices from CW to Xero and they were all extremely painful to use and manage. We have been using Wise-Sync now for 18 months without any complaints or issues. The application has an abundance of additional features to any of the other products that integrate to Xero. Including syncing all invoices, purchases / procurement, expenses, and payments from Xero. Awesome product and we highly recommend this to any Xero user. Worth the monthly fee.
  Date: 7/22/2016 2:52 AM
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• Melissa Spencer, Mangano IT Solutions
  I have been with Mangano IT since February 2016 who were already using both Wise Sync and Wise Pay. These systems streamline the invoicing/accounting/payment process. If there is ever a problem, the team are available and work with me to fix the issue quickly. If you are looking for a company with great support and a vision to minimise unnecessary double entry, this is the company for you.
  Date: 7/17/2016 10:04 PM
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• James Healey, Air-IT
  Wise-Sync is simple to use and has saved used numerous hours per week. During implementation we purchased onboarding services, which was worth every penny. Wise-Sync consulting team quickly understood our requirements and helped us to make best use of ConnectWise with a particular focus upon the Inventory module. I highly recommend Wise Sync for any ConnectWise partner and if you are not already using Xero. It will be one of the best business decisions you have ever make! – it was for us.
  Date: 6/14/2016 8:06 AM
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• Robert Georgievski, Genisys
  We have been using Wise-Sync to integrate between ConnectWise and Xero and couldn't be happier with the product. It does exactly what it is meant to do It saves us a considerable amount of time each month with 100% accuracy. Equally so, the support provided by Paul and the Wise-Sync team is world class. They take ownership of any requests and provide swift action to resolve any issues. I couldn't ask for more from a product and integration partner. Keep up the great effort team.
  Date: 6/14/2016 7:49 AM
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• Matthew Smart, JEM Computer Systems P/L
  Having implemented Wise-Sync twice at JEM and the last company I worked for, and I would do it again and again. Words cannot express how awesome the team at Wise-Sync are I would highly recommend everyone takes the leap to using Wise-Sync for integration with CW and Xero. The integration has given my team the ability to invoice out all chargeable jobs and invoice on a daily basis with ease and accuracy. The after implementation support and knowledge have ensured a smooth transition.
  Date: 5/17/2016 6:39 PM
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• Ray Kantor, Shearwater Solutions
  We have implemented Wise-Sync and XERO which has been running for over a year now. This has transformed Connectwise and saved us hours in the month. its accurate, reliable, has a strong knowledge base and responsive support team Paul and his team assisted us with the implementation. We have a number of complexities within the business and Paul's deep knowledge was a key to ensuring the project success. I highly recommend Wise-Sync and the team at Virage IT
  Date: 5/13/2016 5:04 AM
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• Annette Wright, InfoGenesis Pty Limited
  As an early adopter of Wise-Synch, I have seen this product evolve over time. It performs all promised integration tasks with precision. Wise-Synch is the ideal "glue" for ConnectWise / Xero users. But to be fair when when you sign up, that's what you expect. The real differentiator for these guys is their outstanding customer support, personal, prompt and proactive. Five+ stars for me!
  Date: 2/23/2016 8:05 PM
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• Chris Day, Fully Managed
  Like many MSPs, Fully Managed was running on QuickBooks Enterprise (on-prem) for a very long time. We chose Xero & Wise-Sync for two key reasons: - Nearly real-time (daily) reporting on our sales & expenses, versus reporting that used to take about 15-20 days from month-end, allowing us to make much better business decisions based on accurate, timely data - Automation of key processes that originally were consuming about two full-time employees reduced to less than a single employee
  Date: 2/2/2016 7:50 PM
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• Adrian Swaim, Atlas Professional Services, Inc
  We use Wise-Sync to transfer our invoices over to Quickbooks Online and our payments back from Quickbooks online. After a small amount of setup and configuration, Wise-Sync has been working perfectly for us. We especially like the single record batching as it makes it much easier to go back and adjust something after the fact.
  Date: 1/29/2016 11:50 AM
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• Andre Dowding, Net Intellect Pty Ltd
  We moved from Quickbooks to Xero 5 months ago and started using Wise-Sync to synchronize ConnectWise to Xero. The transition to Xero was seamless thanks to Wise-Sync. Our day to day processes are now a breeze and my accounts person has clawed back 1.5 days a week single record batching saved her life. WiseSync is #%$@ing AWESOME.
  Date: 10/28/2015 12:32 AM
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• Kim Engelbrecht, Cloudwize
  Working with Wise-sync is just a dream. Nobody has put up with my level of stupidity as brilliantly as Paul and his team have. I probably would have smashed my computer by now if it wasn't for his useful links and videos. I can honestly say that I am progressively getting smarter each day because of Wise-sync. No mistake is to big - Thanks guys we love you!
  Date: 10/22/2015 12:06 AM
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• Matt Cann, Max. I.T. Consulting Services Pty. Ltd.
  We had been thinking of making the transition from MYOB to Xero for some time although had been putting it off thinking it would be a long, tedious and painful process. Following some last minute end of financial discussions, we finally decided to make the move to Xero. Part of this decision was to implement Wise-Sync to reduce the amount of double handling our bookkeeper was undertaking on a daily basis. I decided to give the team at Wise-Sync a call and after discussions with Paul, I handed off the conversion process to them which was turned around in just days. We imported the previous 12 months of data from MYOB to Xero and everything came across very smoothly. I've just finished the onboarding session with Paul MacNeill and not only did he know Xero and ConnectWise like the back of his hand, he was more than willing to offer advice and guidance in respect to the way we could possibly do things better within our business. Its still early stages for us although I can foresee so many benefits with using CW, Wise-Sync and Xero. It will reduce the amount of data entry currently being performed, allowing us to focus on the business. Thanks again to Paul and the team, its been a pleasure! Matt Cann Managing Director MaxIT Consulting Services
  Date: 7/13/2015 6:12 AM
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• Shane Wiseman, Peak Computer
  We have been using Connectwise for years and with the integration into MYOB being provide by another 3rd party company we had been frustrated and often felt we were missing out on so many features. With the decision to move towards Xero we decided we would attempt to export more data out of Connectwise to provide increased information and accurate data to help us run our business, After weighing up the benefits that Wise-Sync could offer compared to their competitors they don't even come close. Paul MacNeill is terrific to work with and is a true professional. He explained the process and also the benefits of Wise-Sync. By changing to Wise-Sync we can control our integration properly. We had transactions that were in the batch and our previous integration was unable to complete these correctly. Within 5 minutes of going live we had the whole system working 100% I highly recommend any Connectwise Partners looking for true integration to contact Paul and his team at Wise-Sync Shane Wiseman MD Peak Computer Pty Ltd
  Date: 7/8/2015 8:28 AM
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• Belinda Godby, CTG Technology Services
  We have only been using for 2 months, and there are so many benefits, I wish we had started using Wise-Sync sooner! Invoice amounts are sent across to Xero with no data entry errors and no 1 cent discrepancies, and single record batching makes it incredibly easy to adjust individual invoices. I love that payment syncing marks the invoices as paid in ConnectWise, so all our staff have up to date information about who paid, even staff without access to Xero, so fewer awkward phone calls. Now that we are set up, we are saving hours every week.
  Date: 7/1/2015 11:09 PM
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• Rachel Cicero, United Digital Computing Services
  UDIT has only just started using the Wise Sync software and we have already seen a great change in eliminating manually creating invoices, bills and expenses in our accounting software. UDIT setup the software integration independently by following documentation provided by CW and Wise Sync. With the assistance of email support we were able to setup Wise Sync with ease and patience from the support team answering all questions.
  Date: 6/29/2015 7:45 PM
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• Adele Pickering, CentreRED IT
  We converted from MYOB to Xero just one week ago. We made this decision after Paul MacNeill showed us some of the features of Xero that have revolutionized his business. There was no question about implementing Wise-Sync simultaneously. The setup with Wise-Sync was quick, easy and professional. We were syncing invoices and payments within a matter of days and with ease. We have no hesitation in recommending this product to anyone thinking about making the move.
  Date: 6/15/2015 8:54 PM
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• Jason Volmut, CPU Rx, Inc.
  We're a small firm of 10 staff and have been using ConnectWise for 4 years. We recently migrated from QuickBooks on-prem to QB Online. We've had our eye on Wise-sync since IT Nation 2014 and after completing a successful integration with ConnectWise, QBO, Wise-Sync & Wise-Pay, I'm delighted to finally feel we've unlocked the full potential of CW as our business operating system. Wise-Sync does more than save clicks and improve operational efficiencies, their solutions are backed by a world class team of consultants (thanks, Paul!), with a genuine desire to help build leaner, more profitable businesses. I'm amazed at how simple the management of finance has become.
  Date: 6/11/2015 4:51 PM
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• Thomas Werry, Techtonics Group Ltd
  We've been using Xero for years, so we were very happy to find a way integrate ConnectWise to Xero. In fact WiseSync was the decider in moving our organisation over to the ConnectWise PSA – there was no way we’d have convinced our finance team (and board) to move to another accounting system so we could use ConnectWise. WiseSync is a great SaaS tool. It just works. Their documentation and knowledgebase are great, with good step-by-step set-up instructions, with plenty of screenshots and checklists. We’ve got a complex chart-of-accounts and they had all the steps to help setup all the GL mappings in ConnectWise. They support Xero tracking codes so we could make our finance teams life a lot easier, posting stuff into the right place in Xero. Paul and his team have always been ninja fast with answering all our stupid questions! Highly recommend (even if they are Aussies ;) Thanks
  Date: 6/5/2015 1:28 AM
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• Thomas Werry, Techtonics Group Ltd
  We've been using Xero for years, so we were very happy to find a way integrate ConnectWise to Xero. In fact WiseSync was the decider in moving our organisation over to the ConnectWise PSA – there was no way we’d have convinced our finance team (and board) to move to another accounting system so we could use ConnectWise. WiseSync is a great SaaS tool. It just works. Their documentation and knowledgebase are great, with good step-by-step set-up instructions, with plenty of screenshots and checklists. We’ve got a complex chart-of-accounts and they had all the steps to help setup all the GL mappings in ConnectWise. They support Xero tracking codes so we could make our finance teams life a lot easier, posting stuff into the right place in Xero. Paul and his team have always been ninja fast with answering all our stupid questions! Highly recommend (even if they are Aussies ;) Thanks
  Date: 6/4/2015 11:47 PM
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• Peter Carboni, PC Computing & Consulting
  We called Paul in need of assistance to stop the pain and frustration of double entering transactions in our accounting package and Connect wise. Ten days later we are live and only entering once Thanks Paul you have saved unless a lot of time Peter Carboni
  Date: 5/20/2015 10:33 PM
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• Bryan Lachapelle, B4 Networks Inc.
  For years I was using Quickbooks as my accounting software, however I was never quite happy with how it worked. It simply took far too long often months to get all the information I needed to make business decisions. When I started looking at all the options, I quickly realized Xero would be a better alternative for us. The only worry I had was integrating Connectwise with Xero properly. When I found Wise Sync I was very excited. Not only was this going to allow me to move to a superior accounting software with hundreds of integration, the actual CW to Xero integration was going to be so much better than the CW to QB integration. My largest problem with the CW to QB integration was the fact that I had to "Batch" multiple invoices out to QB, or go through the hassle of batching individual invoices one at a time which I often did in batches of 5 "just in case". The problem with multiple invoice batches, is that if there was an error or a customer dispute on one invoice, the entire batch had to be reversed, manually deleted from QB, the invoice in question corrected, and then everything re-batched. This caused even greater issues if one of the invoices in the batch was already paid in Quickbooks. Often my solutions was to issue a credit invoice instead, as that was much faster, but resulted in a lot of work. Wise Sync fixes all that. With single record batching, done automatically with one click, now if a client has a problem with an invoice, that invoice can be un-batched in CW, fixed, and then re-batched out to Xero without ever having to touch Xero. Wise Sync will just update the exsiting invoice in Xero. The integration simply works. Period. My experience with Wise Sync has also been great. When I was thinking of moving to Xero, I reached out to Wise Sync to ask a few questions, and within a few hours I was speaking with Paul MacNeill. Paul took the time to explain to me the process, and how it worked, and how Xero helped his business gain the 20:20 vision he talks about in his post here. It's been about 2 months now since I've made the switch, and I can say I don't regret it one bit. Thanks Paul and to your whole Wise Sync team. Bryan Lachapelle B4 Networks Inc. www.b4networks.ca
  Date: 5/8/2015 10:49 PM
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• , NexNow
  Wise-Sync works great! I was able to get it fully set up and syncing transactions in less than an hour. What's more, is that it has allowed us to leave the stone age (QuickBooks) and finally re-join the future (Xero). Paul and team have been super helpful and responsive as we've had questions. I'd recommend all MSPs look into ditching QuickBooks and move to Xero using Wise-Sync to connect Xero with ConnectWise.
  Date: 4/28/2015 2:35 AM
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• Craig Vickers, Stratus IT Group
  I have been a Connectwise User for years and a Quickbooks user for almost as long. The built-in Connectwise Accounting Interface was never as reliable as we wanted it to be. By switching to Xero and signing up with Wise-Sync, we have finally found the solution we have been looking for. Wise-Sync simply does the accounting integration the way it should be done. Each invoice is batched to Xero as a single Batch in CW. This means that if you need to delete an invoice, you aren't having to delete the entire batch in CW. Wise-Sync support has been an excellent resource in helping us transition to Xero and teaching us the best practices for CW and accounting integration.
  Date: 4/23/2015 12:36 PM
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• Nick Shmakov, RESQ Pty Ltd
  Brilliant support! Great improvement to our workflow. But again, the support was outstanding!
  Date: 2/23/2015 9:18 AM
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• Alex Yon, Evolve IT Australia
  I cannot speak more highly of this product. WiseSync has delivered on EVRYTHING it promises and more, which is so rare in business these days. So Why Change? This is a question we asked ourselves on numerous occasions. We lamented the need to change from the Native (ConnectWise Supported) QuickBooks Enterprise, to an external integration tool. Like many business it was imperative that we see the ‘direct benefits’, as this change would require paying for a third-party integration subscription as well as higher-cost accounting package than we were paying for QB. In order for this application to really serve our business needs, it needed to deliver a significant improvement to our accounting processes; as well as provide a capability that could not be achieved with the QB integration; a tough act to follow. The resulting outcomes were nothing short of Amazing, every facet of the application has been built with the MSP in mind, delivering several process efficiencies that we would not even have thought of. Single Record Batching is just one of those marvels. A few key areas in which our business has greatly benefitted: • Increased productivity - improved efficiencies with features like the seamless daily bank account reconciliations, and direct integration from WHMCS billing platform into Xero, has afforded us the freedom not to hire another accounts resource. • Instant financial snap shots – with everything synching, we have been able to make more informed ‘real time’ business decisions knowing our current state of play at all times. • Time Savings – the ease of preparation of the Service Leadership reports with the new formatted report and accounts that automatically align to SLI, has been a huge time saver. • Support – error messages that actually mean something! For end users this is invaluable. Also, providing near instant resolution to issues encountered makes the WiseSync Support team a pleasant and impressive feature. In short, this product has delivered not only on the promise of substantial time savings, but in real terms has saved us in the vicinity of $50k a year in improved efficiencies. It is one of the best financial and business decisions we have made.
  Date: 2/10/2015 6:59 PM
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• Diana Watts, Alink Network Services
  Wise-Sync has made our lives so much more productive. Paul did our implementation along with the assistance of another couple of his staff when needed. He is a life saver and has the patience of a saint. I am not the easiest person to do an implementation with and admit freely to that fact, but Paul was very patient with my multitude of questions, sometimes the same question asked more than once if I happened to forget the answer or needed it explained in a different way. Being able to sync the data from ConnectWise to Xero has made things flow so much better than they did from ConnectWise to QuickBooks that we were using till the changeover in July 2014. I had started the implementation myself, but once Paul realised the depth of information that we really wanted from the data he suggested scrapping the original set-up and going with a new one almost from scratch. We were moving to Xero as newbies so took his advice and I am so glad that we did. He knows his stuff that is for sure. I couldn't recommend Paul and his team highly enough. Help is only an email away and the response times are brilliant too. Aside from the expertise of their work, they are also a very friendly bunch of people to work with. Thank you from a very happy Wise-Sync client.
  Date: 2/9/2015 10:13 PM
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• Diane Talmadge, DEVsource
  Doing monthly invoices via templates in QuickBooks Online was a time saver (over manually entering every single invoice) – but I still had to be sure the number matched my invoice number in Connectwise and be sure any other fields were updated appropriately. Then the other invoices still had to be entered line by line manually and was susceptible to errors. With Wise-Sync – it’s fast, easy, and accurate. The other times aver was getting payments back into Connectwise from QuickBooks Online. I would update the payments manually in Connectwise if it was required for some reason, but otherwise, all the receipts for accounting was done in QBO and if the owner was looking at the billing done in Connectwise – he didn’t know that if the client owed us money or not. Now payments flow back into Connectwise and everyone is kept up to date – and the only manual process is to click the “SYNC” button! The WiseSync team took extra time to be sure the unique way we use tracking classes and HTG account numbers in QuickBooks Online were addressed properly in Connectwise and that things ran smoothly from the beginning. It’s just as simple as the integration with the desktop version of QuickBooks! I would encourage anyone using QuickBooks Online and Connectwise to try Wise-Sync! 5 Stars from me – a REAL time saver!
  Date: 2/4/2015 5:20 PM
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• Robert Mangano, Mangano IT Solutions
  We have recently moved from using a system that integrated ConnectWise with MYOB to Wise-Sync integration with Xero. Paul MacNeill and the team at Wise-Sync have provided outstanding support. The depth of knowledge that Paul and the team have in Xero and Connectwise is amazing. Paul was able to provide guidance and training to staff that has improved several of our accounting processes. No hesitation in recommending this incredibly advanced Connectwise to Xero integration package that is executed simply and reliably. Robert Mangano Director Mangano IT Solutions
  Date: 1/3/2015 9:25 PM
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• Lynda Gaiao, Cloud VBS
  Wise Sync has been a great addition to our business, helping with streamlining our accounting process. I have found their service and support to be excellent and would highly recommend all CW users considering Xero to use Wise Sync.
  Date: 11/24/2014 5:30 PM
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• Nat Wallis, Wallis Computer Solutions
  We were recommended Wise-Sync by our integration specialist. From everything that I have seen and talking to others, wise-sync is one of the "killer" features of CW. Every other product which does GL mapping to various other packages just seems to be hit-and-miss. It's easy to use, and it just works. We couldnt ask for more!
  Date: 11/16/2014 1:46 AM
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• Erika Layton, Saxons Group
  I can highly recommend wise-sync as an integration tool for ConnectWise and Xero. We moved from another integration program and the move was seamless and extremely quick. Paul was extremely helpful and had an in-depth knowledge of both programs. Using wise-sync is simple and quick and we have had no issues since it's installation.
  Date: 11/6/2014 11:00 PM
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• Richard Andrews, Aurora IT
  We have saved at least a day in invoice duplication work per week by using Wyse Sync. Works perfectly and always abreast of any CW updates. Paul and his team offer superb support and assistance whenever needed. A must when using Xero and I have to ask, why are you still using MYOB or QB...
  Date: 11/6/2014 5:18 AM
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• Graeme Ison, Westtek Solutions Ltd
  Wise-Sync was not the easiest product to setup due to the depth of integration with ConnectWise and Xero. The support during and after setup has been excellent however, so the challenges were overcome and we even helped in the product development in a minor way! The results of having integrated invoicing and payments between the two systems means we can cut down on doing lookups separately and we can see at a glance what state the account is in from ConnectWise. Great product, with an even better support team behind it. Could not recommend them more highly.
  Date: 11/6/2014 4:56 AM
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• Mike Reid, Calvert Technologies
  After using Connectwise for 12 months and double handling all of our invoicing to an existing accounting package, we have just recently completed our implementation of Wise Sync and are now in full swing with Connectwise, Xero and Wise Sync. In the short time we have been live with this implementation, much of the pain, double handling and most importantly, staff angst, is now a thing of the past. The greatest attribute of Wise Sync from my point of view is its simplicity in its operation - once configured, it just works. My only regret is not doing this conversion 6 months ago when urged to by others. I would personally like to thank Paul for all his efforts with our less than typical implementation - a thorough professional in his approach and delivery. No hesitation in recommending this to any other partners that are looking for a simple and reliable solution. Mike Reid General Manager Calvert Technologies
  Date: 11/6/2014 2:59 AM
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• Sluv Yerusalimsky, Sluv Yerusalimsky, Ace InfoTech
  We have been using Wise-Sync with Xero for over 4 months now. It's a fantastic product that simplified our sync process and more importantly reduced the human-error element. The support for Wise-Sync is brilliant, particularly Paul MacNeill, who assisted with the initial setup. My only regret is not getting on board earlier. Sluv Yerusalimsky Director Ace InfoTech
  Date: 11/6/2014 1:58 AM
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• Jackie Barnes, Precision IT PTY Ltd.
  Wise-sync has saved me hours of data entry, hassle free and fantastic personalised support if you need it. After other products failed here Wise-sync was a great choice. If your not using it, you should be.
  Date: 11/5/2014 11:40 PM
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• Alanna Constantinou, PowerNET IT Solutions
  We moved to ConnectWise, Xero and WiseSync in February 2014. WiseSync was the one piece of the puzzle that allowed us to seamlessly integrate our business management platform with our accounting package. Without WiseSync, I can’t imagine the administrative overhead and inefficiencies our business would experience. WiseSync in conjunction with ConnectWise and Xero have resulted in the redundancy of many time consuming and labour intensive accounting processes, which have consequently taken our business from strength-to-strength. Not only is WiseSync easy to use, but their online support is the best I’ve experienced. In addition, their knowledge base is incredibly well updated, meaning you can often find the answer you’re looking for without having to log a support call. If you're using ConnectWise and Xero then you have to have WiseSync.
  Date: 11/5/2014 11:17 PM
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• Paul Keenan, Swerve Limited
  Great product that saves us time and money. Does exactly what it says it will do, and its Simple to use. Integrates brilliantly with Connectwise and the support is Awesome!
  Date: 11/5/2014 11:12 PM
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• Nigel Moore, Vision3 IT
  We used to have one of the competitors nasty and expensive integration in place before moving to Wise-Sync. If only we had moved earlier and put all that time into Wise-Sync we would have saved 50 hours and a pile of heartache. Just make sure you allocate a good amount of time to setup and map your GL codes properly from your quoting system, right through to Xero. Once it's done, it works a treat! A must have piece of software for any ConnectWise and Xero user.
  Date: 11/5/2014 10:43 PM
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• Barry Thompson, Foundation IT Services Pty Ltd
  At the start of this financial year we took a bold move and implemented both ConnectWise & Xero at the same time. I know this is not a normal IT story but it is true to say, the easiest part of the implementation of both systems was the integration using Wise-Sync. Many months later, we are still trying to get the most out of ConnectWise and Xero but the Wise-Sync integration just works a treat! This is a well thought through service that exceeded our expectation. Barry Thompson Managing Director Foundation IT Services
  Date: 11/5/2014 9:49 PM
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• Reena Parbhu, Chelmer Ltd
  Since we have implemented wise-sync we have been able to cut back on one full time resource! Paul and the team - you are amazing Reena
  Date: 11/5/2014 9:40 PM
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• Nimisha Kalimuthu, 360 Consulting Pty Ltd
  After spending many many hours over many many years of manually entering our Connectwise invoices into MYOB we finally had enough! We decided to move to Xero Accounting based on Paul's presentation at one of the LAN Down-under forums last year. It was a daunting task and one that we did not know where to start, a quick email and phone call with Paul gave us the courage to make the move. Below is a guide of the process we experienced of moving from MYOB to Xero to integrating with Connectwise using Wise-Sync. Step 1: Convert from MYOB to Xero You can do this youself and it is quite easy if you start at the beginning of the financial year, however we were midway through the year and just wanted it to work - so we got a company called Click to Connect to do the conversion. They promised to have it done within 2 days or your money back. A communication error resulted in it taking longer than 2 days - but they stood by their terms and refunded the conversion cost. The work was done very well and while there are a few transactions that need our accountants attention come year end, everything was there from the current year and last year and it was almost seamless. 2. Get your bank accounts linked to Xero This can take some time but once its working its magic! Entering bank transactions and reconciling is a breeze! 3. Setup Wise Sync to link Connectwise and Xero We enlisted the help of Paul to setup our GL Mapping and Procurement, paying for this to be setup was one of our best decisions as Paul was very helpful, he did all the hard work and spent a lot of time helping me to understand the process so that I could make future changes myself. We had to consider the way we had our system setup and make sure that it was configured correctly before we started the mapping to ensure that the transaction processing flowed smoothly, Paul's experience and advise regarding this was invaluable. On top of this we decided to get the procurement module from Connectwise and although I paid for consulting hours from connectwise I ended up getting Paul to help me set this up, his knowledge of Connectwise is so extensive and he understands how we run our business which is sometimes not what Connectwise recommends as best practice. 3 months on: The first 3 months were really tough but there were a lot of changes happening at the same time including implementing Quosal, relocating the business as well as major business operational changes and this all added to the stress. It was all starting to come together. Integrations were happening almost as soon as Paul completed the mapping and it was just the little teething issues with learning a new system. Paul monitored the system for us and when he saw errors coming up he helped me resolve them. He promptly responded to any queries and would call me to resolve the issues rather than trying to do it via email which was excellent. 6 months on: Things just work - monthly invoicing that used to take me days to process happens in a matter of minutes, hardware invoicing that was prepared in MYOB is now done through Connectwise and the ability to reference back to service requests and quosal quotes is invaluable. Invoice past due reminders automatically go out with no effort at all. One of the features I love the most about Wise-Sync now is that I dont even have to leave Connectwise to log-into Wise Sync. I hit a button and its all ready to go! Our business has grown so much and as the only administrator I am now able to handle a much higher workload because so much of it is automated. I cannot even imagine how we did it before. Paul, thank you very much seeing this hole in the market and filling it with an amazing product that just makes life so easy. Nimisha Kalimuthu Operations Manager 360 Consulting Pty Ltd
  Date: 10/22/2014 11:50 PM
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• Shaun Moore, Planetiware
  We have just started to implement connect wise and xero . Wise sync is the only way to go if you want things to just work . Paul MacNeill was very helpful and made sure we were up and running in no time at all . Highly recommend wise sync for your xero integration Shaun Moore Director
  Date: 10/21/2014 5:59 AM
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• Grant Klaaysen, GPK Computers Pty Ltd
  Wow. What a great solution. Absolutely love Wise-Sync and Xero. Anyone not using these products is seriously missing out. I thought I had a great setup before and had everything setup well and also thought that I had enough knowledge about Xero to dismiss this solution being a good fit for GPK. Boy was I wrong. The software and support from Wise-Sync has been world class and it seriously makes me feel like I have one fully integrated solution now, with ConnectWise and Xero working in harmony thanks to the magic that Wise-Sync does. The move to Xero with Wise-Sync has been one of the best things we have done. Just wish we had made the move sooner. Highly highly recommend this solution. Even if you are happy with what you have now you should seriously look at this solution. Grant Klaaysen Director GPK
  Date: 9/6/2014 3:03 AM
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• Anthony Tsesmelis, Premier Network Support Management P/L
  We have been using Wise-Sync for a month now and couldn’t be happier with the way it syncs information from ConnectWise to Xero. We made the decision to move from QuickBooks to Xero months ago but couldn’t go live until July this year. This gave us the opportunity to do a fair bit of testing so when it came to go live the process was quite easy. Knowing that Paul / Wise-Sync was just a call / email away was definitely reassuring and I must confess that he was called upon on a couple of occasions. The documentation library is fantastic, covers pretty much everything that you need to know. His knowledge of ConnectWise and Wise-Sync is great, his able to explore all areas of ConnectWise to ensure that the syncing process between ConnectWise and Xero works. Highly recommend this product especially if you need the gateway to sync information between CW and Wise-Sync. Anthony Tsesmelis Business Improvement Manager
  Date: 7/24/2014 12:32 AM
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• Ziggy Tavan, Aftershock Solutions
  We have recently moved from using a ConnectWise integration with to MYOB, to Wise-Sync integration to Xero. Paul MacNeill has been an awesome resource in the migration period. This process has been a breeze thanks to Paul's expert knowledge and ultimate understanding of ConnectWise procedures and processes, as well as the needs of financial program users requiring more than average basic integration software. My queries have been responded to promptly and thoroughly and the sync documentation is easy to understand. Wise-Sync is an up-to-date comprehensive integration tool that makes our systems now feel seamless as opposed to cumbersome with constant checking of data between CW and MYOB back and forth scanning for import errors. No more. I highly recommend Wise-Sync and Paul's team support hands down. Ziggy Tavan Financial Controller
  Date: 7/20/2014 6:58 PM
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• Shane Maynard, Onsite2u
  We spent a bit of time with Paul tonight with such a success in getting wise-sync installed and working to our companies requirements, all around they are very useful and absolutely knowledgeable and we would suggest this product to everybody. Wise Sync does several things that i was not aware of before they where pointed out by Paul today, such as individual tracking codes on locations to track your income by automatically adding tracking codes to the exported invoices. The level of information that gets transferred is perfect and concise and the sync process has been well thought out in a workflow manner to prevent any issues, this was a big change for us as our old sync program for another program had haunted us for years with errors. The assistance given was late at night for them and was much appreciated as now we do not need to spend on extra data entry time to get our information from Connectwise to Xero. We will look forward to many years of great service from Wise-Sync.
  Date: 5/27/2014 8:45 AM
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• XCentral Accounts, XCentral Pty Ltd
  We have been using Wise-Sync for a couple of months since moving to Xero. It is a great product - nice clean interface, effortless to use and, once you get the set-up correct, it does just what you want it to do. Paul and his team have been very helpful throughout and are dedicated to making this tool the best it can possibly be. Two days ago we encountered a rare glitch with our syncing of invoices. We sent a support request and within a day they had investigated it, identified the cause and rolled out an update to fix it. Simply can't get better than that.
  Date: 5/7/2014 9:44 PM
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• XCentral Accounts, XCentral Pty Ltd
  We have been using Wise-Sync for a couple of months since moving to Xero. It is a great product - nice clean interface, effortless to use and, once you get the set-up correct, it does just what you want it to do. Paul and his team have been very helpful throughout and are dedicated to making this tool the best it can possibly be. Two days ago we encountered a rare glitch with our syncing of invoices. We sent a support request and within a day they had investigated it, identified the cause and rolled out an update to fix it. Simply can't get better than that.
  Date: 5/7/2014 8:57 PM
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• Murray Huband, Vitelcom
  Great product, this really does solve the issues with getting your data out to Xero without having to double handle everything, support is fantastic, happy to answer questions & solve any issue super fast.
  Date: 5/6/2014 4:22 AM
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• Greg Lipschitz, The Summit Group
  Wise-Sync closes the loop for our Xero billing integration. Quick, seamless, just works. Great support from a friendly bunch of fellow Connecwisers :) Greg Lipschitz Director The Summit Group
  Date: 5/6/2014 1:54 AM
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• Leon Black, Inspired Techs PTY LTD
  We were initially skeptical about the price increase moving from Quickbooks to Xero. Xero was going to increase our yearly accounts software costs by more than 3 times (due to xero cost and integration costs with Wise-Sync). However we have made the change and we have not been happier! Although the accounts costs are higher, having Xero and Wise-Sync we have saved numerous hours per month which greatly outway the additional costs! This has been a great move! The Wise-Sync team have been extremely helpful and very responsive (even contacting me within an hour after logging a support request at 6:30pm) We had a sync issue with a certain item and within 2 days Wise-Sync had fixed the code and released a new version to resolve the issue and let me know. I would highly recommend getting Xero and Wise-Sync. If you have any hesitations and you currently use Quickbooks or MYOB, MAKE THE MOVE NOW!
  Date: 5/2/2014 3:39 AM
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• Gregory Olczyk, Reliable Networks
  We have just started using Wise-Sync and IT-IS-GREAT. if you spend a little time on proper preparation of Connectwise you can you will get exactly what you need out of it. Support dusring the setup process is phenomenal and pretty much instant. Cannot recommend it enough.
  Date: 4/11/2014 12:58 PM
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• Aaron Hawke, Xari Group
  A small step for man, a Giant step for Connectwise! It certainly couldn't be hard to improve on the QB batching process but WOW... this stuff just works. It has the attention to detail and actual requirements programmed into this nifty little app that make a real difference and you can tell the developers really listen to their clients. Support for our teething issues have been nothing but positive. I have no questions to the value this has added to the efficiencies of our business. Thanks guys.
  Date: 2/13/2014 5:46 PM
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• Nick Gole, PowerNET IT Consultants
  I have often wondered if I could conceptualize and create something and hence have immense admiration for those who not only come up with a concept but then take it to it's completion. Paul is one such visionary. We recently implemented a Quosal, ConnectWise and Xero environment (50 users) and without Paul and Wise-sync we would have ended up with a failed project or one that simply did not do what was expected. Brilliant in his understanding of business systems, Paul's consulting expertise was second to none. He has a deep understanding of CW and Xero and Wise-sync as a product is revolutionary. It is a product that will grow from strength to strength and it will become an indispensable part of any CW+Xero roll out. I will be watching keenly as the product evolves and more and more functionality is added. I thank Paul for his brilliant "invention" and I would say it to anyone - if you want an exceptional CW and Xero experience get Paul on your team. It will be the best decision you would ever make. regards Nick
  Date: 2/6/2014 2:00 AM
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• Phillip Paradiso, Knowledge Plus Technology
  Wise-Sync has solved my ConnectWise and Xero marriage to the point that I no longer need to stress about it! I made my move from an MYOB solution which was clunky and unreliable to Wise-Sync - and it just works! It's easy to use, does everything it says it does (especially the payments sync which is great for those who utilise the CW portal) and the single record batching is a blessing in disguise (for me, who is new to CW and makes the odd mistake - single batching means I just fix the one error and re-sync the one batch - it doesn't effect anything else I did that day!). Support is fantastic, and fast too! Awesome solution and awesome people!
  Date: 2/5/2014 7:12 PM
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• Joshua Lewis, Dorks Delivered
  Fantastic Product, made the whole integration straight forward and was a very thought out implementation.
  Date: 2/5/2014 6:40 AM
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• Reena Parbhu, Chelmer Ltd
  We started using ConnectWise mid 2013 and at the same time moved onto Zero. We very quickly realised we required integration between the two systems and Paul worked with us to implement WiseSynch. Paul is very knowledgeable, proactive and patient. His training even extended to helping us with both the Zero and the ConnectWise apps to get the required result for our business. His understanding in this area is fantastic and he's very passionate about what he does. We have found WiseSynch setup, knowledge base and documentation really good and easy to understand. I recommend anyone who is using ConnectWise to use the team @ Virage IT.
  Date: 1/13/2014 5:54 PM
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• Reena Parbhu, Chelmer Ltd
  We started using ConnectWise mid 2013 and at the same time moved onto Zero. We very quickly realised we required integration between the two systems and Paul worked with us to implement WiseSynch. Paul is very knowledgeable, proactive and patient. His training even extended to helping us with both the Zero and the ConnectWise apps to get the required result for our business. His understanding in this area is fantastic and he's very passionate about what he does. We have found WiseSynch setup, knowledge base and documentation really good and easy to understand. I recommend anyone who is using ConnectWise to use the team @ Virage IT.
  Date: 1/13/2014 5:44 PM
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• Geoff Boyce, Precision IT PTY Ltd.
  We have been using Wise-Sync for nearly 6 months now and can easily say that it is the best accounting package sync tool we have used to date. Invoice and PO data transfers are 100% accurate every month, and the support we have received to date has been excellent. Our accounts process is now simple, quick and painless since switching from the archaic MYOB product range to Xero and Wise-Sync and the best thing is that some of the upcoming features from Wise-Sync are going to make my life even easier!
  Date: 12/30/2013 6:07 PM
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• Ben Steel, Ben Steel Consulting
  After making the move to connect wise 5 months ago, and using MYOB as our accounting package, we had been in the process of double entering all invoices from Connect wise whilst we decided upon an appropriate sync tool. We had trialed a few products on the market for sync into MYOB and did not feel comfortable with the level of flexibility/complexity. Given that our transition was close to the end of financial year we decided to shift to Xero for our Accounting, which then opened the door to a few additional products compatible with CW. After the experience we had with the MYOB sync tool, it was an absolute pleasure to deal with Paul and the team at WISE Sync. From the moment I registered, the team were attentive and helpful with the entire process. Being time poor, which I am sure most people can relate to in this industry, I asked the Wise Sync team for assistance with the setup – this was the best decision we could have made. Paul made a time with me to discuss our particular situation: • A few months’ worth of data prior to June 30 in Connect wise to come across into Xero • Outstanding invoices in MYOB prior to CW roll over to come into Xero • Basic training on setup • Configuration of accounting table setup in CW required Paul tackled each of these tasks with precision and understanding of our situation. The sync tool setup documentation is thorough and easy to follow for those that want to undertake the setup themselves. It has been such a pleasure dealing with the team, and I could not recommend them highly enough. Our billing system has become such a pleasure given that from batch emailing our invoices to sending statements in Xero – everything is a breeze. If you are using CW, and have not spoken to these guys about your billing platform, you need to now! I am happy to speak directly to anyone that is after a one to one regarding our particular migration on bensteel@gmail.com
  Date: 8/27/2013 1:57 AM
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• Mark Churchward, Stuff That Works
  We are using Wise-Sync to sync two companies. It all works great! Once setup we have not had any issues. This is a must if you are using xero or thinking about using xero. Mark Churchward Director Stuff That Works
  Date: 7/7/2013 9:39 PM
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• Michael Felder, IT Medic Australia P/L
  We have been using wise-sync for 3 months. I had been wanted to move from MYOB to Xero for about 12 months, but it wasn't until Paul MacNeill from Wise-Sync showed me the difference it had made to his business and how easy it was to setup Wise-sync. We have needed some help along the way to get the setup right and Paul has been very helpful. After 1st July we will be taking up the procurement offering in Connectwise, so our purchases will be pushed straight to Xero, and we wouldn't be able to this without wise-sync. I am very happy to be using Xero now and the partnership with wise-sync has been great.
  Date: 6/26/2013 3:25 AM
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• Paul MacNeill, Virage IT
  As the technical author of this integration software, all we can say is that this integration goes to the very needs of our MSP business. Virage IT's need was for an integrated solution which ensured that all of the data transferred to xero (as our accounting package) was 100% accurate. Generating over 200+ invoices, and 300+ purchase in three different Billing Locations every month, we needed a system that simply worked - matching billing location to our xero organisatiom each and every time we synced. What makes our system great is not the efficiency or speed at which it posts records to xero, it is the simplicity of the very application that we seek to integrate with, Xero. Without doubt xero has revolutionised our business, bringing AR days down by some 60%, by merely being able to send fully reconciled statements some 7 days after our monthly invoice run. Coupled with the ability to ensure that every transaction line on our credit card and bank statement is reconciled daily, it has delivered 20:20 vision into our cashflow, and financial reporting, something that has rarely been able to be achieved. All of these processes have seen that even though our business has over doubled in size, the effort required for our admin and accounts staff has reduced to under half what it was before our rapid growth even started. I hope that our integration partners who use wise sync gain from the integration. Wise-Sync is committed to improving the application, as it is after all used heavily by our businesses. Check out some of the sample records created by Wise-Sync http://bit.ly/19pb11C Feel free to drop me a line if you would like to discuss further how xero and wise-sync might be able to deliver more value through integration with ConnectWise Accounting Data. Paul MacNeill Managing Director Virage IT
  Date: 6/23/2013 5:10 PM
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