This guide covers the Syncro-specific steps for creating API credentials and connecting to Strategy Overview. For the common setup steps that follow, see Configuring Your PSA Integration.
If your Syncro environment requires IP whitelisting, add the Strategy Overview IPs before starting. See the IP Allow List article.
Create an API Token
Go to Admin > API > API Tokens > Custom Permissions
Name: StrategyOverview
Expiration: Leave blank
Permissions: Check all for Assets, Customers, Vendors, and Warranties
Click Create API Token
Copy your Key. It won't be visible again after you leave this page.
Click Done
Add the Integration in Strategy Overview
Go to Settings > Integrations > Add Integration > Syncro
Server Domain Name: The part of your Syncro URL before the dot (e.g., if your URL is yourmsp.syncromsp.com, enter "yourmsp")
API Key: Paste the key you copied in step 6
Once the integration is added, follow the common steps in Configuring Your PSA Integration. Note that Syncro does not support Markets sync and does not support Company Types (types sync only through imported companies).
Next step: Configuring Your PSA Integration