Seamlessly integrate Wave Accounting with monday.com to streamline your financial workflows.

This guide will help you get set up, explore the core features, and make the most out of the integration.

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Wave Accounting Policy requires a PRO account for third party api integrations to work. Please ensure you have a pro account on Wave before proceeding with the app usage.

It may also take 10-20 minutes for updates from Wave -> monday.com to sync.

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The synced boards for customers and invoices are pre configured with the column names.

Do not change the column names as the columns are used to sync data correctly. You can add/remove columns or use your own workspace name.

The boards are also pre-configured with automation's that help setup our features.

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🚀 Getting Started

Watch the video below to get an overview of all the steps below.

https://youtu.be/2NxCD_C3Wa0

Step 1: Connect Your Wave Account

To start using the integration, connect your Wave Accounting account. You may skip this step if the top right status shows Connected.

1. Open the Configuration Panel board.
2. Click "Connect" button.
3. Log in with your Wave credentials and authorize the connection for the wave business.
4. Once connected (top right corner), you’ll be able to start syncing data instantly.

Step 2: Sync Customers

You can now sync customer data. We support two way syncing. So you can also add/edit customers all in monday.com.

1. Open the Configuration Panel board.
2. Click the Customer Icon -> Sync Customers to Board ->
3. Verify the selected board is [Synced] Wave Customers . You are free to also rename this board but if you use a new board, please clone this board as this board comes with column names and automations to ensure the syncing works correctly.