Syncro Integration Guide

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. Then select the Create API Token button at the bottom.
   
   

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

Return to the App and input your API Key and Domain Prefix into the Setup Wizard, then select Save and Test. The wizard will run the initial sync, which may take a few minutes, before prompting you to continue to your dashboard.

Congratulations, you've successfully connected your PSA!