What are WiseSync & WisePay?

Powerful ConnectWise solutions that streamline payment processing and automate data synchronization between your business systems.

Integrated Payment & Sync Solutions

WiseSync automates data synchronization between your PSA system and various business applications, eliminating manual data entry and ensuring consistency across all platforms.

WisePay provides seamless payment processing integration, allowing customers to pay invoices directly through secure payment gateways while automatically updating your PSA system.

Key Benefits:

  • Automated data synchronization across systems
  • Secure payment processing with multiple gateways
  • Real-time updates and notifications
  • Reduced manual data entry and errors
  • Improved cash flow and customer experience
  • Comprehensive reporting and analytics
WiseSync & WisePay

Core Features & Capabilities

Comprehensive payment processing and data synchronization features designed for modern MSPs.

Data Synchronization

Automated bi-directional sync between PSA systems and third-party applications, ensuring data consistency and eliminating manual entry.

Payment Processing

Secure payment gateway integration supporting multiple processors including Stripe, PayPal, and Authorize.net for seamless transactions.

Real-Time Updates

Instant synchronization and payment notifications ensure your team always has the most current information across all systems.

Security & Compliance

Enterprise-grade security with PCI compliance, encrypted data transmission, and secure API authentication protocols.

Analytics & Reporting

Comprehensive reporting on payment trends, sync performance, and system health with customizable dashboards and alerts.

Custom Workflows

Flexible configuration options to match your business processes with custom sync rules and payment workflows.

Our Implementation Process

A proven methodology that ensures seamless integration with minimal disruption to your operations.

01

Discovery & Assessment

Comprehensive review of your current systems, payment processes, and integration requirements to design the optimal solution.

02

Integration Setup

Configure data synchronization between your PSA and payment processing systems with secure API connections and authentication.

03

Sync Configuration

Set up automated data synchronization rules, schedules, and mapping between different systems and data formats.

04

Payment Gateway Setup

Configure payment gateways, processing workflows, and customer payment portals with security and compliance measures.

05

Testing & Validation

Comprehensive testing of sync processes, payment flows, and error handling to ensure reliable operation.

06

Training & Go-Live

User training, documentation delivery, and coordinated go-live with ongoing support to ensure successful adoption.