The following settings must be configured in ConnectWise PSA.
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
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.Map Income Accounts for Service TicketsThis 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.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 ProductsThis 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 ProcurementsWhen 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.