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Prepare Syncro PSA before integrating with your ºÚÁϺ£½Ç91Èë¿Ú environment. The Syncro PSA integration is used to Syncro PSA in the Multi-Tenant Portal (MTP) to stay informed on your customers’ product usage, along with being alerted on high priority actionable incidents in the MTP.

Prerequisites:

• An Admin with Billing role is required to set up the Integrations within the MTP.
• A bearer (authorized API) Token from Syncro PSA.
• The Syncro user that creates the API token needs to be a Global Admin, or be added to a Security Group with the following permissions:
  • Customers - List/Search
  • Customers - View Detail
  • Tickets - Create
  • Tickets - Edit
  • Tickets - List/Search

Generate an API Token in Syncro

To generate an API (bearer) token: 

1. Log in to your Syncro PSA account and click on the More dropdown menu in the top right corner. Select Admin from the list of options. 
2. In the left navigation menu, scroll down until you find the section named API, then click API Tokens. 
3. On the next page of tokens, click New Token in the top right corner. ºÚÁϺ£½Ç91Èë¿Ú won’t be listed under the Prebuilt App Permissions so you need to create it. 
4. Click Custom Permissions, then enter a name that you can easily identify with ºÚÁϺ£½Ç91Èë¿Ú (i.e. ºÚÁϺ£½Ç91Èë¿Ú Integration). You can enter an expiration date or leave it open ended. 
5. Next, you need to select all of the options related to Ticketing, Recurring Invoices, Customers and Line Items. Starting alphabetically, find and select Customers - Create, along with all of the other Customer options until you reach Customer - De Duplicate. Then do the same for Line Item - Apply Discount through Line Item - Add Manual Item for Invoices/Estimates. Next, select everything from Tickets - List/Search through Ticket Worksheets - Edit Ad-hoc. And finally, select all the options between Recurring Invoices - List through Recurring Invoices - Delete. 
6. Click Create Api token. Your API token will be displayed on the next page.

7. Once your API token is safely stored somewhere, leave your tab open until you configure the integration in the ºÚÁϺ£½Ç91Èë¿Ú MTP and continue to the next steps.

Setting Permissions 

To make your user a Global Admin:

1. Log in to your Syncro PSA account and click on the More dropdown menu in the top right corner. Select Admin from the list of options.
2. In the left navigation menu, scroll down until you find the section named Syncro Administration, then click Users.
3. Find the User associated with the generated API Token, then select Details.
4. Scroll down to SECURITY PERMISSIONS, select the Global Admin option and click Save. 

To add your user to a Security Group with permissions:

1. Log in to your Syncro PSA account and click on the More dropdown menu in the top right corner, then select Admin from the list of options.
2. In the left navigation menu, scroll down until you find the section named Syncro Administration, then click Security Groups.
3. Create a new or update an existing group with the following permissions:
   • Customers - List/Search
   • Customers - View Detail
   • Tickets - Create
   • Tickets - Edit
   • Tickets - List/Search
4. Navigate to Admin > Syncro Administration > Users.
5. Find the User associated with the generated API Token, then click Details.
6. Scroll down to SECURITY PERMISSIONS, find Security/Calendar Group. Assign the User to the group you just created or updated.
7. Click Save.

Interested in our other Integrations? Learn more:

• Integrate Autotask PSA in the MTP
• Integrate ConnectWise Manage in the MTP

Not seeing an integration you want? You can request one in the Integrations tab in the MTP.