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Syncro PSA - Installation Instructions
Syncro PSA - Installation Instructions
Updated over a week ago
  1. Syncro Integration Overview
    The Syncro integration is designed to create a sync of key Company information to allow you to run reports on important metrics in your MSP.
    Here are the areas that we sync.

    1. Companies: You can map companies between SO and Syncro and sync from Syncro into SO

    2. Company Status: You can map company status between SO and Syncro and changes in Syncro will update SO (active/inactive flag in Syncro equals to Active/Inactive status in SO).

    3. Configurations Status: Syncs from Syncro

    4. Configurations: Syncs from Syncro

    5. Contacts/Managed users: Syncs from Syncro

    6. Tickets: Coming soon

    7. Projects: Coming soon

    8. Agreements: Coming soon

    9. Opportunities: Coming soon

  2. Syncro API Token

    1. Add API Token:
      Admin --> API --> API Tokens --> Custom permissions

    2. Name: StrategyOverview

    3. Expiration: leave blank

    4. Permissions:
      Select all Assets - check
      Select all Customers - check
      Select all Vendors - check
      Select all Warranties- check

    5. Create API Token: press.

    6. Copy Keys: Copy your Key.
      (Once you leave this page you wont be able to see the Keyagain.
      You can always add a new API Key to reenable the integration)

    7. Done: press

  3. Enable Integration in Strategy Overview

    1. Enable Integration: Settings --> Integrations --> Add Integration --> Syncro
      Note: only one PSA integration allowed at once.

    2. Server domain name: This is a part of your Syncro URL until the dot:

    3. API Token (Key): This is the key from the API member you just created

    4. Add Integration

  4. Company Types

    1. Enable bi-directional Company Types sync:

      1. Check for full sync - all list of Types will be always updates:
        Map Companies: Map company types strategically. Syncro will overwrite anything you mapped. For example. If in Strategy Overview you call clients "Client" and in Syncro you call them "Customer", when you map Customer to Client it will update Strategy Overview to "Customer" when you save the mapping

        Create UnMapped button: Click (This will create all Syncro Company Types in Strategy Overview and automap.)


      2. Or skip the step - to sync only Types which will come with mapped companies.

  5. Companies
    Its best practice to import only Managed clients that are in active Strategic Planning. You do not want to clutter SO with all potential leads, vendors, etc.

    1. Import Companies (button on the right part of the table): Click

    2. Types: Please select the type used for your Managed Clients. Strategy Overview accounts can have unlimited users but are limited by number of Managed Clients in the system used for Strategic planning. This allows us to provide fair pricing for any MSP at any size.

    3. Company Statuses: Usually you only want to import Companies that are Active

    4. Integration Status: All

    5. Load Companies: Click Load Companies and select Companies you want to Import into the system to use for strategic planning. If you already had companies in Strategy Overview and they had the exact same company name, it will automatically map. If you did not, you need to press "Create unmapped" to create them in SO.

    6. Save Mapping

  6. Configurations

    1. Enable sync Configurations with Syncro: Check

    2. Fields Selection tab:

      1. Fields to download: Check all fields you want to bring into SO

      2. Fields to map: Map your Syncro fields with SO fields to use all SO features. System shows in dropdown only fields you gave selected in "Fields to download" section:

        1. Configuration type (default mapping)

        2. Status (default mapping)

        3. Site (default mapping)

        4. Serial number (default mapping)

        5. Notes (coming soon)

        6. Purchase date: (coming soon)

        7. Expiration date: (coming soon)

        8. RAM (coming soon)

        9. OS Type (coming soon)

        10. Manufacturer Name (coming soon)

      3. Save mapping: press

      4. Configuration Selection: This is the place where you can select filters for Assets you want to bring into SO.

        1. Mapped Companies: select "All" (means all assets from all companies will be added in a feature, even if you map new companies).

        2. Types: select asset types you want to bring into SO (Servers, Workstations etc.)

        3. Statuses: we recommend to select only "Active"

      5. Import configurations: Click

  7. Configuration Settings

    This is the place where you define rules for your configurations.
    You can find configuration settings using two ways:
    1) Settings - Configurations
    2) Settings - Integrations - Open integration - Configurations - Configuration Selection - "Configurations settings" button.

    1. Create Template Configuration: This is the template your configurations will be associated with.

    2. Add

    3. Grades: Review the default grades that come with the system. Grades allow you to grade configurations and identify which are healthy and which need to be upgraded/retired.

  8. Classes
    Classes are types of configurations. Examples are:
    - Managed Workstations
    - Basic
    - Premium
    - Engineering

    1. Open Classes: Classes Tab/Select Configuration Type (Example: Managed Workstation)

    2. Create Class: Click and name the class (Example: Basic)

    3. Budget: Set budgets (You can select an approximate budget for the hardware, setup and onsite charges if your MSP bills that.

    4. Other Classes: Create any other classes that are useful. Other examples are form Firewall (1-10 Users, 11-20 Users, 21-40 users, etc)

  9. Configurations Template Settings

    1. Open Settings: Template Settings Tab/Click template name

    2. Configuration Types: Only select those that are relevant for asset tracking to show in build mode or Display Mode

    3. Configuration Status: Only select those that are relevant for asset tracking to show in build mode or Display Mode

    4. Configuration Columns: These are the columns that display for the Assets tab. We preconfigured them to show just the right information you may want to show. You can always edit these later. Please note, by default we do not enable recurring budget columns for Assets. If your MSP sells/leases/rents computers on a monthly basis you can enable that.

  10. Create your first report!

    1. Create Report: Companies module/Find the client you want to make a report for. (If you already have a draft open, the assets tab will already show. If you only have completed reports, click New Report icon next to the company name to make a new report.)

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