Continuous record sync. Multi-Xero-organisation mapping. Force-sync + audit log. Exception alerts. Payment matching. Each pillar handles one slice of the ConnectWise-to-Xero reconciliation problem.
Four record types flow continuously between ConnectWise Manage and Xero. Invoices. Procurements. Payments. Credit notes. Each one gets mapped to the right Xero organisation, the right account, the right tracking category. Default schedule is every six hours; configurable per record type.
Customer invoices in ConnectWise land in Xero as draft or approved per your settings. Line items, taxes, and tracking preserved.
Bills against suppliers land in Xero as draft purchase bills with the right account and tracking. Approvals stay in Xero.
Customer payments received against ConnectWise invoices match to Xero invoices automatically.
Credit notes in ConnectWise land in Xero with the right tax treatment and customer match. Refunds tracked separately.
Six-hour default. Adjustable per record type, down to hourly. Manual force-sync available any time from the dashboard.
If a record edits after it has synced, the next cycle picks up the change and writes it through. Nothing falls behind.
One ConnectWise tenant can feed any number of Xero organisations. Routing is per-location, per-staff, or per-tag on the ConnectWise record. Common case is a multi-site MSP with separate Xero books for each office. Mapping is set at setup, bulk-importable from CSV, and editable any time.
No tier limit on the Scale plan. Each org gets its own credential, scope, and rollup view.
Adelaide office records go to Adelaide Xero, Sydney to Sydney. Set the mapping once.
Tag-based routing for unusual cases (project-specific entities, holding companies). Tags resolve at sync time.
Force-sync any record from the dashboard with one click. Useful when a record edited mid-cycle needs to flow now rather than at the next scheduled run. The audit log retains every request and response across both APIs for at least ninety days. Searchable, filterable, exportable.
From any record in the dashboard, force a sync now. Bypasses the schedule for that record only.
Filter by date, record type, customer, status. Every request and response captured.
CSV export of any filter view. Audit log retention from 30 days (Starter) to 365 days (Scale).
If a record cannot be mapped (no matching Xero contact, missing tracking category, tax-code mismatch) the exception lands in your configured email within the next sync cycle. You see the broken record before anyone notices in the data. The alert links to the audit-log entry with one-click force-sync once you have fixed the underlying mapping.
Missing Xero contact, tracking category, account code. Emailed at the next cycle.
OAuth expiry, rate limit, transient API errors. Retries automatically; alerts on persistent failures.
Alert immediately or batch into a daily digest. Per-record-type configuration.
Customer payments received against Xero invoices match back to ConnectWise. The ConnectWise invoice gets the payment applied so the open-balance report stays accurate. Useful for MSPs whose finance team works in Xero but whose ops team reports against ConnectWise.
Payment match by invoice number, amount, customer. Handles partial and overpayments.
ConnectWise open-balance report stays accurate without manual reconciliation.
Payments that cannot match cleanly raise an exception. Resolve in Xero and the next cycle reflows.
The live demo runs all five pillars against synthetic data. Click through invoice sync, multi-org mapping, the audit log, an exception alert, and a payment match.
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