How to Integrate Syncro

Erstellt von Ivana B, Geändert am Thu, 21 Jul 2022 um 05:34 PM von Igor Galic

E.G. Save new Syncro customers to rows in Google Sheet

 

Possible entities as a Source are: List Appointment Types, List Appointments, List Asset, List Contacts, List Customer, List Contracts, List Estimates, List Tickets, List Invoices, List Line Items, List Leads, List Payment Methods, List Portal Users, List Products, List Product Serials, List Purchase, List Schedules, List Vendors

 

Possible entities as a Target are: Add Appointment Type, Add Appointment, Add Asset, Add Contact, Add Customer, Add Contract, Add Estimate, Add Ticket, Add Lead, Add Invoices, Add Portal User, Add Product, Add Product Serial, Add Purchase, Add Schedule, Add Vendor, Add Products to Order

 

Possible Task Triggers are: Schedule ( Hourly, Daily, Weekly and Monthly )

On Event ( Task Succeeded event)

If you need any additional functionality or additional entities, please make your request here.

 

Note: You can set up any integration within the Task itself, you do not need to set up the Integration beforehand.

 

Step 1:

First, log in to your SyncSpider account, and click on the option ‘Integrations’ located on the left side of the screen, as shown below:

 


Step 2:

Now, you will see the list of integrations offered by SyncSpider. Select Syncro application from the list, or use the search bar to find it easily.

 


NOTE: You can have more than one integration with one app/tool. E.G. Integrate your Google sheet with business email and WooCommerce. Using descriptions will help you to organize better.

 

Step 3:

After selecting Syncro, enter the integration name and description (optional) then click on the Next button.

 


Step 4:

You will now be prompted for your Base URL and API Key.

 


Step 5.

To get your Base URL, With this example: https://your-subdomain.syncromsp.com/api/v1
In place of "your-subdomain", place your unique subdomain. 

 

To obtain the API Key, go to your Syncro Dashboard To view or manage your existing API tokens or to create a new one, you'll want to head to the 'Profile/Password' section in your user menu, highlighted below:

 


Next, you'll want to select the 'API Tokens' option:

 


Generating New API Tokens

Select the 'New Token' option at the upper-right to generate a new API Token:

 

 

Next, you'll be presented with the option to generate a pre-built API token with prebuilt App Permissions for our native Syncro integrations.

Or, you may select the 'Custom Permissions' tab to create an API Token with permissions that you define:


After you have created the API Key, simply paste it to SyncSpider.

 

 

Congratulations! Syncro is now successfully integrated.

 

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Syncro is just one of the tools we support!

 

To check the list of the tools and features we support, please click here.

 

If you don't see your favorite tool on our list, please take the time and send us a request here to create an integration for you OR Up-vote it if it's already on the list :)

We develop the integrations based on the requests and up-votes :)

 

If you got any questions or need assistance, feel free to contact our support team via the chat widget on our site and within the SyncSpider app.

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