The following settings must be configured in ConnectWise PSA. 



Accounting Package


This is a one off setting to prepare Connectwise to send information to Xero in the correct format.


In ConnectWise PSA, navigate to Setup > Setup Tables > Accounting Package. Configure the following settings:


  • Accounting Package Setup – Other
  • Export Invoices – Yes
  • Sales Tax Option – Yes
  • COGS Option – Yes
  • Segment 1 Caption – Account
  • Segment 1 Type – Account




ConnectWise PSA GL Accounts Setup


This is where you will configure the GL income account and expense account to be applied to invoices and purchases respectively exported to Xero.

To access the ConnectWise PSA GL Accounts Setup navigate to Setup > Setup Tables > GL Accounts

This is your mapping list. Edit or add mappings as per your needs. Connectwise offers a wide variety of mapping rule options. Following are some of the most common mapping rules that you can use as a guide. You can refer to your Connectwise Manual or training to explore all other options available.

Map Income Accounts for Service Tickets
This mapping type is good for invoicing service tickets where you will be applying a different income account per ticket service type.

Below is an example of a service ticket with service type: Proactive.

Proactive Service Type


Say we want to map invoices for service tickets of this type to revenue account #201 in Xero:


Then add a new mapping with the following settings:
  • Account Type: Revenue
  • Table: Service: Type
  • Record: Pick up Professional Services - Proactive from the list
  • Account: Enter the mapping account number. In this example: 201. This account must exist in Xero. 


This will result in an invoice like the one shown below:



Map Income Accounts for Products
This mapping type is good for invoicing products. Connectwise allows you to map a revenue account for every product category or for every subcategory.

If your invoice contains a product 10ft Patch Cable which belongs to the Hardware category; and in Xero we have a revenue account for products in this category:


Then we create a mapping entry with the following settings:

  • Account Type: Revenue-Product
  • Table: Products: Category
  • Record: Pick up the category. Example: Hardware.
  • Account: Enter the mapping account number. In this example: 203. This account must exist in Xero. 


This revenue account number will be applied to all products in this category when exported to Xero. Example:




Map Expense Accounts for Procurements
When exporting procurement for products we will need to set up the expense GL account for products. Similar to the setting above, Connectwise allows you to map them against the product categories.

If for the same product category above we want to use expense account # 401:


Then we use the same mapping we created for invoices and enter the expense account number in the COGS field.


This will result in the purchase order using expense account 401 when exporting products in this category.


These represent the most common mapping rules. Explore all other mapping options that will allow you to map based on projects, agreements, products as part of agreements, etc. depending on the nature of your business.

Please make sure you avoid creating duplicated mappings as they may cause unexpected results in the integration process.