Syncro integration instructions

Randy White
Randy White
  • Updated

This article provides instructions on how to integrate Syncro to Lifecycle Manager.

Note: As you connect integrations, review which clients will sync into the platform.
Imported clients count toward your purchased account limit, and many integrations may sync all clients by default.
We will notify you when you are close to exceeding your client limit.		  

Who can use this feature?

  • ScalePad Hub Administrators
  • Users with Manage Sync Settings permissions in their ScalePad Hub account.
  

What you'll need:

  • Master User credentials for your Syncro account
  
Note: For the integration to sync properly, please ensure the user you use to generate the API Key is a full-time agent.  

Integration steps in Syncro

Create API Key/Token

  1. Sign in to Syncro as the Master User.

  2. Within the Syncro account menu (top-right of the page), navigate to Profile name Profile/Password.

  3. From the Password / ApiKey / Login-Pin section, click the API Tokens hyperlink

  4. Click the + New Token button.

  5. From the New Token screen, click the Create Token button to create a prebuilt app integration token.

     

  6. The permissions required for the API Key are pre-selected.

    1. Assets - View - View Details

    2. Assets - List/Search

  7. From the Confirm Permissions screen, click the Create API Token to generate an API Key. You can change the name of the API token to something that is more relevant to you.

  8. Take note of the API Key value, as this value is required when adding the integration to Lifecycle Manager.

    1. Note: Keep the API Key in a secure location, as full API Tokens are not stored in plain text and are not recoverable once navigating away.

  9. Click Done.

In case you forget your API credentials, return to the API Tokens screen (Navigate to Profile name Profile/Password, and from the Password / ApiKey / Login-Pin section, click the API Tokens hyperlink), click the Edit button, and then click Update API Token. Any previously generated API keys will be invalidated. Similarly, deleting any API Keys revokes access altogether.

Integration steps in Lifecycle Manager

Add Syncro API credentials into Lifecycle Manager

  1. From Lifecycle Manager, navigate to Integrations and click the Add integration button.

  2. The Add integration page will open. Search for and select SyncroMSP.

  3. Enter the API Key and your Hostname into the add integration page

    1. Your hostname should look something like lifecyclemanager.syncromsp.com

  4. Click Connect now.

Syncro_integration_NEW.png

When you click Connect now, Lifecycle Manager performs a full sync. When finished, you should be able to view your hardware assets in your account.

What's next

:sparkles: NEW :sparkles: Join our MSP Power-Ups - Free 15-minute micro-workshops + live Q&A with our Lifecycle Manager experts. Sign up here to reserve your spot.
Any questions? Reach out to our Lifecycle Manager support team by submitting a support ticket.

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