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:
- Creating an API token in Syncro
- Creating a PSA integration in MSP Process, and configuring that PSA integration to use that API token
Creating an API token in Syncro
- Login to your Syncro account
- Click on the Admin button that's on the right-hand side of the menu bar
- At the very bottom of the page, under the API section, click on API Tokens
- Click the New Token button
- On the Custom Permissions tab, specify the following permissions:
- Click the Create API Token button
- Copy the API Token; you'll be providing it to MSP Process in the next section
- Click Done when you're ready to proceed
Configuring MSP Process to Communicate with Syncro
- Login to the MSP Process UI (https://app.mspprocess.com)
- Navigate to the Integration -> PSA Integration page
- Click on the Add new PSA button
- Choose Syncro
- Fill in the fields - the domain of your Syncro environment and the API Token from the earlier part of this KB article
- Click Submit when ready
- 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.