How to integrate Syncro

Created by Maja Bradonjic, Modified on Mon, 6 Mar, 2023 at 1:54 PM by Ivana B

Description
Entities
Steps

Description

Start, run, and grow your MSP business with an all-in-one RMM, PSA, and Remote Access platform. Save time managing your client's needs and reduce operational overhead so you can focus on closing new deals and providing top-tier solutions. With Syncro, you get unlimited PC and Mac agents (no per-device fees), contract management with integrating billing, policy inheritance, built-in remote access, and integrations with top-tier partners to create an all-in-one solution for your customers.

Entities

Source	Target
List Appointments Type	Add Appointment Types
List Appointments	Add Appointment
List Assets	Add Asset
List Contacts	Add Contact
List Customers	Add Customer
List Contracts	Add Contract
List Estimates	Add Estimates
List Tickets	Add Leads
List Events	Add Invoices
List Invoices	Add Portal User
List Leads	Add Product
List Line Items	Add Product Serial
List Payment Methods	Add Purchase Order
List Portal Users	Add Schedule
List Products	Add Ticket
List Products Serials	Add Vendor
List Purchase Orders	Add Products To Order
List Schedules
List Vendors

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

On Event ( Task Succeeded event)

Steps

Step 1.

Either while Creating a Task or in the Integrations menu.

Enter the name of the integration in the search bar. Selecting the Syncro integration

Step 2.

Enter the Name of the Integration.

You can optionally also enter a description.

Naming the Integration

Step 3.

You will be prompted for the Base URL and API Key.

Step 4.

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.

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 the request here to create an integration for you or UP-vote if it's already on the list :)

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

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!