GL Connect - How to Configure your CW Invoice Import Rule

Control invoice syncing between ConnectWise and your accounting integration

By creating import rules in FlexPoint, you determine when invoices are synced from ConnectWise. When a rule triggers, FlexPoint imports the invoice and creates a corresponding invoice in your accounting system.

Paid invoices are automatically updated in ConnectWise and your accounting system, including deposit reconciliation.

Step-by-Step Setup 🛠️

Step 1: Navigate to Add Rule in FlexPoint ▶

1. Navigate to Settings
2. Select Integrations
3. Ensure you are on ConnectWise and click Add Rule

Step 2: Add Your Rules ▶

Define rules based on your typical workflow to ensure the correct invoices are imported.

Step 3: Typical ConnectWise Setup ▶

For a typical setup, the following invoice rules should be created on ConnectWise:

⚠️ If another syncing tool is already syncing invoices from ConnectWise to QuickBooks Online, disable that sync before enabling your FlexPoint import rule. Only run one syncing tool at a time.

Learn More About Import Rules

Explore advanced configurations and best practices.

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