Connecting Your PSA
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      1. DNSFilter PSA Integration KB
      2. Getting Started
      3. Connecting Your PSA

      Syncro Integration Guide

      A step-by-step guide connecting Syncro

      1. Upon initial registration of your new account, you will select Syncro and click Next. You will then be presented with a connection checklist. Please gather these items before progressing to the next page.  Let's head over to Syncro.
      2. Login to Syncro.

      3. Navigate to More > Admin > Administration > API > API Tokens.

      4. Create a New Token.

      5. Under Custom Permissions, give the App Integration a Name and leave Expiration blank.

      6. Edit API Permissions and select the following permissions for Least Privileged Access:

        • Customers - List/Search 

        • Customers - View Detail

        • Products - List/Search

        • Invoices - List/Search 

        • Invoices - View Details

        • Invoices - Create

        • Invoices - Edit

        • Recurring Invoices - List

        • Recurring Invoices - New

        • Recurring Invoices - Edit 

      7. Copy your API Key and have your Domain Prefix (subdomain) ready for the next step.

       

      Note: Your Domain Prefix (subdomain) can be accessed from More > Admin > Account Profile > Subdomain.

       

      Congratulations, you've successfully connected your PSA!