How to integrate Syncro

Created by Igor Galic, Modified on Fri, 19 Aug 2022 at 09:11 AM by Igor Galic

TABLE OF CONTENTS



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.


Step 2.


Enter the Name of the Integration.

You can optionally also enter a description.


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!

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