Setting up the Syncro/MSP Process Integration

 

Introduction:

Setting up the integration between Synco and MSP Process is quick and easy; you'll be completing the following steps:

  1. Creating an API token in Syncro
  2. Creating a PSA integration in MSP Process, and configuring that PSA integration to use that API token 

Creating an API token in Syncro

  1. Login to your Syncro account
  2. Click on the Admin button that's on the right-hand side of the menu bar
  3. At the very bottom of the page, under the API section, click on API Tokens
  4.  Click the New Token button
  5. On the Custom Permissions tab, specify the following permissions:
  6. Click the Create API Token button
  7. Copy the API Token; you'll be providing it to MSP Process in the next section
  8. Click Done when you're ready to proceed

 

Configuring MSP Process to Communicate with Syncro

  1. Login to the MSP Process UI (https://app.mspprocess.com)
  2. Navigate to the Integration -> PSA Integration page
  3. Click on the Add new PSA button
  4. Choose Syncro
  5. Fill in the fields - the domain of your Syncro environment and the API Token from the earlier part of this KB article
  6. Click Submit when ready
  7. Fill in the Ticket Default values; a Ticket Default is used when MSP Process creates a ticket in Syncro

 

Congratulations! You've now successfully integrated MSP Process with your Syncro environment.