I have added a new customer in ConnectWise but they aren't available in Wise-Pay

I have added a new customer in ConnectWise but they aren't displayed in Wise-Pay.


A Payer will not be displayed in Wise-Pay 'Payer Company Name' auto selector if:

  • You have not synced a record to your Accounting Package
  • If the name in ConnectWise is different to your Accounting Package

Please Note: the match is case sensitive.


Example


If you have not synced a customer record, ensuring you copy and paste the EXACT customer name from ConnectWise into the 'Payer Company Name'


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