This feature enables one-way syncing of invoices created in the CRM to your Wave account, saving you the hassle of manually duplicating them. Follow the steps below to set up the integration and enhance your Lead-to-Payment process.
- Go to Settings > Integration > Wave and select the Manage button to proceed with the integration.
- Select the Integrate option and enter your Wave credentials to log in.
- Once logged in, you will be prompted to allow access. Approve the permissions to enable a one-way sync of invoices from the CRM to Wave.
- After granting access, select the specific Wave account where you would like your CRM’s invoices to sync, then click Save to finalize the setup.
This integration was designed for users who rely on Wave for their accounting needs. By automating the invoice syncing process, you can streamline your Lead-to-Payment flow and eliminate the need to duplicate invoices manually in Wave.
Frequently Asked Questions #
How do I connect Wave Accounting to my CRM? #
Go to Settings > Integration > Wave, click Manage, select Integrate, log in with your Wave credentials, approve the permissions, choose the Wave account to sync to, and click Save.
Does the Wave integration sync invoices both ways? #
No. The Wave integration is a one-way sync that sends invoices created in the CRM to your Wave account. It does not pull invoices from Wave back into the CRM.
Which invoices are synced to Wave? #
Invoices created in the CRM are synced to the specific Wave account you select during setup, removing the need to duplicate them manually.
Do I need an existing Wave account to use this integration? #
Yes. You log in with your Wave credentials during setup and choose which Wave account should receive the synced invoices.
Why should I use the Wave integration? #
It automates invoice syncing for users who rely on Wave for accounting, streamlining the Lead-to-Payment flow and saving time that would otherwise be spent re-entering invoices.
