Integrate with ConnectWise (IT CRM / ERP software)
ConnectWise is a IT CRM / ERP software for IT Solution providers. We are looking at rolling this out amoungst out nationwide franchise group (30+ franchisees) and need this to integrate into Xero for back end accounting. Thanks.
Wise-Sync have now been certified as an official Xero Add-on partner and provide an in-depth integration with ConnectWise PSA: http://www.wise-sync.com/xero-add-on/
As usual for 3rd party integrations, we will leave this request open as ‘started’ – other applications may be certified as an Add-on partner in the future.
Wise-Sync [HQ] commented
For those that are still watching this thread. The team over at Wise-Sync have released Wise-Pay an enhanced integration to Xero and Global Payment Providers including IntegraPay, Stripe and Braintree, to streamline payment processing and deliver even more value to partners that have moved from 'Slow Books' to Xero.
· Automated Payment Scheduling - Wise-Pay offers flexibility in managing scheduled payments, by automatically scheduling payments based on invoice terms for customer with standing debit agreements.
· Pass on the Credit Card Processing Surcharge - Want to charge a convenience fee, but the administration of the charge makes it not economically viable? Wise-Sync allows you to charge a service fee for online transactions. Even giving you the option to name it at will, and pass on the cost of accepting payments online.
· Automatically Create Pre-Payment Transactions - Wise-Pay automatically creates pre-payment transactions in your accounting system, no more fumbling to find un-reconciled transactions information - It's already done.
Multiple Merchant - flexibility to process using preferred merchant by payment Type (Credit Card and Bank Account)
· Connect to Multiple Customer Portals - With direct integration to both ConnectWise and Quosal, Wise-Pay provides even greater levels of integration through to accept payment at more touch-points than any other.
More Information on the ConnectWise marketplace: https://marketplace.connectwise.com/p/234/advanced-payment-solutions-by-wise-pay
Wise-Sync [HQ] commented
It's been a while since we've update this thread. That's not to say that we haven't been busy. In the last 12 months we've launched support for:
• Multi Level GL
• US Tax Types
• Xero Tracking
• And More:http://bit.ly/JSooA4
Wise-Sync is continually voted 5 stars from our users on the ConnectWise market place. http://bit.ly/12TlBxH
We're just started development on integration for partners who use Inventory in ConnectWise and wish to sync balance sheet movements. bit.ly/1bx6sAN
Our continual investment in making Wise-Sync the best sync tool for ConnectWise partners to maximise the value in Xero is what makes our partners so happy.
So whether you're on CW cloud, or in premise, have 2 staff or 100; Wise-Sync is the best solution to trust your accounting data integrity to.
Any questions just contact the team at Wise-Sync.
Wise Sync [HQ] commented
Wise-Sync is now certified as an official ConnectWise integration, with the integration listed on the ConnectWise Marketplace (http://bit.ly/11SXk5L).
Want to see it in action, sign up for one of our walk through webinars, and hear how xero and wise-sync delivered change for Virage IT in their accounting and cashflow management, from no visibility to real-time.
Register for one of our Webinars: http://bit.ly/19ovrIb
Wise Sync [HQ] commented
Syncing ConnectWise with XERO just became easy. http://www.wise-sync.com/, no software to install, get syncing in a few simple steps. Follow @wisesync for signup discounts.
Seamlessly integrating Connectwise and Xero.
Stay tuned to the XERO add-on page for the Wise-Sync partner integration coming soon.
I've been using Mutant Coders solution for Yr and a Half. The product started out with a very basic feature set but worked. They have added some great functionality to it like 2 way contact syncing. They have also added deeper intergration with sub accounts so that you can categorise your income for reporting purposes. I'm based in Brisbane ... send me an email if you have any other questions,
Now the mutatcoders.com come up with new prices. Visit our website www.sync-connector.com and enjoy the new and handsome prices
Mark Churchward commented
We have been using Connectwise 2 Xero (from Paul MacNeill, Virage IT) for 3 months now. we have just signed a second location with a new xero account as well.
Works with out any issues once setup. Setup is very easy if you have used the GL stuff in CW in the past.
Virage IT have been great to work with and it so much better than manualy copy over the inovices one by one.
Does anyone have any positive/negative experiences to share with any of the third party products?
Is there a Connectwise Xero connector backed by Xero as an official addon?
And my email is email@example.com
Over the past three months, the development of the connectwise2xero application has matured through to a stage where we're confident it's ready to make a difference to more than just our business.
We are opening a Private Beta Program to select members, who will be able to take advantage of our application in it's current iteration.
About Connectwise 2 Xero
Connectwise 2 Xero is an easy to use and secure online tool that provides synchronisation from Connectwise into XERO. It will allow you to synchronise detailed invoices, company details, product details, purchase orders* and more.
The application provides direct integration from the Connectwise Accounting API into XERO, synchronising detailed invoices and purchase orders* through to XERO. Additional data is retrieved from multiple Connectwise API's due to the limited information provided through the Accounting API. Additional info includes Company Details and Product Details.
We've been focusing on creating a robust and secure syncing solution and so the private beta will not be the most good looking application, we're saving the pretty designs for last. We know however that it's functionality will save you valuable time!
The following can be achieved with the Private Beta of Connectewise 2 Xero:
• Multi Level Company (Sync to different XERO Companies)
• Client Contact information, Name, Address and eMail
• Detailed Invoices
• Detailed Purchase Orders, including product detailed descriptions (not even Connectwise has this).
• Sync Payments applied to XERO Invoices against Connectwise Invoices.
We've also got a few improvements already in the pipeline for future release:
• Expenses Sync
• Configuration Items
• Integrated Member Login for Accounting API Sync
• Fancy new user interface
*purchase order sync requires CW Procurement Module.
This is a pilot program, namely to provide you with the benefits we're experiencing right away. Having used the application now for almost 6 months, we know how much more streamlined it has made our business.
The only requirement for you to take up this opportunity and access this private beta is your commitment to provide us with valuable feedback to help us shape the final product.
If you would like to take us up on this offer simply register your interest by sending us an email and we can send through pricing information.
Rob Burdett commented
ConnectWise now has workflows to automatically chase unpaid invoices! Useless without Xero Intergration though
How is this coming along?
MutantCoders Sales commented
AdminXero API (Admin, Xero API) commented
I understand two companies are working on 3rd party integrations between ConnectWise and Xero. As they are being developed by third parties, I can't make any promises as to ETA, but I will update as soon as one is live.
Any update on this integration?
George apostolidis commented
any news on this? I would also like this.
Farrukh S Malik commented
Hello Jack and Robert,
We've developed a solution which integrate Xero and Connectwise. It imports all closed invoices from CW and add them to Xero Drafts for further processing. It then update the payment status back in Connectwise for Paid invoices.
Besides, it also integrates Companies/Contacts.
Let me know if you would like to see it in action. You may contact me at firstname.lastname@example.org
Farrukh S Malik
Robert Burdett commented
This would make my life so much easier!
If it was able to work two ways and mark off invoices in Connectwise as paid it would be amazing !!
We will be developing an API in the coming months for CW, I will post back when we have more development on the integration works.
Feel free to email me at email@example.com if you are interested in the integration services, as we may be able to accomodate further requirements during the initial scoping stage.