Auto Payer Creation in WisePay - Now Directly from PSA Contacts

JUST IN—Auto Payer Creation in WisePay  

Managing payer information across systems shouldn’t slow your business down. That’s why we’re thrilled to announce Auto Payer Creation in WisePay, a powerful new capability that lets ConnectWise partners automatically create WisePay payers directly from PSA contacts - with bulk assignment and multi-company WisePay support built in.

This enhancement eliminates manual duplication, reduces errors, and gives partners greater flexibility when managing multiple merchant accounts.

Why This Matters

Until now, partners using ConnectWise PSA for service management and WisePay for payment processing had to manually recreate payer records in both systems. This extra step was time-consuming, repetitive, and increased the risk of data inconsistencies.

With Auto Payer Creation, that friction is gone - and partners managing multiple WisePay company accounts gain even more control over where payers are created and how payments are routed.

What’s New

Automatic Payer Creation

Assign the new “Payer – <Company Name>” contact type in PSA, and WisePay automatically creates the corresponding payer for you.

Bulk Assignment

Apply the payer contact type to multiple contacts at once, making onboarding faster and easier.

Multi-Company WisePay Support

Choose which WisePay company account a payer should be created in - ideal for partners managing multiple merchant accounts.

Near Real-Time Creation

Once assigned, payers appear in WisePay within minutes.

The Benefits

• Save Time - Eliminate manual data entry between PSA and WisePay
• Reduce Errors - Remove duplicate records and data mismatches
• Stay Focused - Spend less time on administration and more time serving customers
• Work Seamlessly - Manage payers and merchants in one connected workflow

How It Works

• In ConnectWise PSA, assign the “Payer” contact type to the contact you want created as a payer in WisePay
• Save the contact
• The payer is automatically created in WisePay under the selected company account

Troubleshooting Tips

If the “Payer” contact type doesn’t appear in PSA:

• Check your security role permissions

If a payer doesn’t sync to WisePay, verify:

• Contact details (first name, last name, email)
• Correct WisePay company account assignment

Need Help?

Visit ConnectWise University for step-by-step guidance 👉  Or reach out through the standard ConnectWise support process.