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This guide walks you through connecting your Syncro instance to MSPortal.ai using our streamlined setup wizard.

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Prerequisites

  • Active Syncro account with administrative access
  • MSPortal.ai account with integration management permissions

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Part 1: Configure Syncro

Before connecting to MSPortal.ai, you need to create an API token in Syncro with specific permissions.

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Create API Token

1

Access Syncro Administration

Log into your Syncro account and access the administration portal.
2

Navigate to API Tokens

Scroll to the bottom of the administration portal to locate the API Tokens section.
3

Create New Token

Click New Token to begin creating your API token.
4

Configure Token Settings

  1. Name: Enter a descriptive name (e.g., “MSPortal Integration”)
  2. Expiration: Set the expiration date to at least one year in the future
  3. Permissions: Select Custom Permissions and enable all permissions listed below
Save your API token immediately after creation. You cannot retrieve it again once you leave this page.

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Required Permissions

Select the following permissions for the API token:
  • Assets - View Details
  • Assets - List/Search
  • Assets - Edit
  • Assets - Create
  • Customers - List/Search
  • Customers - View Detail
  • Customers - View Total Invoiced
  • Contacts - Import
  • Tickets - List/Search
  • Tickets - View Details
  • Tickets - View ‘Their Ticket’ Details (assigned to them)
  • Tickets - Create
  • Tickets - Edit
  • Tickets - Use Ticket Charges
  • Ticket Comments - New
  • Ticket Canned Responses - Manage
  • Ticket Custom Fields - Manage
  • Ticket SLA - Edit
  • Ticket Worksheets - Manage
  • Ticket Timers - Overview
  • Invoices - List/Search
  • Invoices - View Details
  • Estimates - List/Search
  • Estimates - View Details
  • Estimates - Create
  • Estimates - Edit
  • Payments - View List
  • Recurring Invoices - List
  • Appointments - View All (see-own never restricted)
  • Contracts - List/Search
  • Products - List/Search
  • Pending Orders - View All
  • Vendors - List
  • Warranties - List
  • Warranties - View Details
  • Documentation - Allow Usage
  • Timelogs - Manage
  • RMM Alerts - List

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Part 2: MSPortal Setup Wizard

MSPortal.ai provides a guided setup wizard that walks you through connecting and configuring your Syncro integration in 4 easy steps.

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Starting the Wizard

1

Navigate to Integrations

In MSPortal.ai, go to Settings > Integrations.
2

Start Setup

Find the Syncro integration card and click Setup (or Configure if previously connected) to launch the setup wizard.

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Step 1: Connect

Enter your Syncro API credentials to establish the connection.
1

Enter API Credentials

Fill in the following fields:
Enter only the subdomain portion. For example, if your Syncro URL is acme.syncromsp.com, enter just acme.
2

Test Connection

Click Test Connection to verify your credentials. You’ll see a green “Connected” status when successful.If the connection fails:
  • Verify your subdomain is correct (just the subdomain, not the full URL)
  • Check that your API key is copied correctly
  • Ensure the API token has all required permissions
  • Verify the API token hasn’t expired
3

Proceed

Once connected, click Next to continue to the permission check.

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Step 2: Permissions

MSPortal checks what your Syncro API token is allowed to read, and shows the result for each area of data.
1

Review the results

The check runs automatically when you reach this step. Each area of data is listed as either granted or unavailable.Areas marked Required must be granted before you can continue: Companies, Contacts and staff, Tickets, and Boards and statuses (read from ticket settings). Assets are optional.
2

Grant anything missing

Any area that is not permitted shows the exact token permission to enable, for example Assets - List/Search.Edit the MSPortal token under Admin > API Tokens, enable the permission, then come back and click Re-check.
Syncro returns the same error for an out-of-scope token as it does for an invalid one. If everything comes back unavailable, confirm the token itself is still valid before adjusting individual permissions.
3

Continue

You can continue with optional areas ungranted. Those syncs stay switched off and their toggles are locked on the next step until you grant the permission and re-check.
If a permission is removed later, MSPortal switches off the affected sync and notifies your integration admins rather than retrying against an endpoint it can no longer read.

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Step 3: Sync

Configure what data to sync from Syncro and set up automatic contact import.
1

Configure Data Sync Options

Enable or disable the following sync options:
Syncro does not support opportunity sync. Use the Planner module in MSPortal to manage sales opportunities separately.
2

Configure Contact Auto-Import

If you want contacts to be automatically imported when companies are added:
  1. Enable Auto-Import to automatically create user accounts for active contacts
  2. Select a Default Role for Imported Contacts (e.g., Viewer)
All auto-imported contacts will be assigned the selected role. You can change individual user roles later in Settings > Users.
A toggle appears locked when the permission check found that your API token cannot read that data. Enable the permission named beside it in Syncro, then re-run the check on the Permissions step to unlock it.
When you proceed to the next step, data sync will begin in the background. This may take a few minutes depending on the amount of data in your Syncro account.Syncs are automatically deduplicated - if you navigate back and forth between steps, the same sync will not run multiple times within a 2-minute window.
3

Proceed

Click Next to continue to the import step.

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Step 4: Import (Optional)

Import users, companies, and devices from Syncro. This step is optional - you can skip it and import later from the respective settings pages. The step is organized into Users, Companies, and Devices tabs.
Import users from Syncro to create user accounts.
  1. Select users from the list to create accounts for
  2. Choose a role for imported users
Client contacts are not imported here. They can be managed via Company settings after companies are imported.

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Complete Setup

Click Complete Setup to finish the wizard. Your Syncro integration is now configured!
You can return to the setup wizard at any time by clicking Configure on the Syncro integration card. The wizard will resume with your current settings.

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Managing Your Integration

After setup, you can manage your integration from Settings > Integrations:
  • Configure: Re-open the setup wizard to modify settings
  • Resync: Trigger a manual sync of data
  • Sync PSA Data: Refresh configuration data from Syncro
  • Import Devices: Import devices/assets from Syncro. The device import page lets you map Syncro asset types to MSPortal device types, enable auto-sync, and ignore categories you don’t need. See Import Devices for the full guide.

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Synchronization Process

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Initial Sync

  • Customer data will begin synchronizing within approximately 1 minute
  • Tickets and users will sync alongside customer data
  • Devices and additional settings will sync after customers have been imported

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Manual Sync

To force an immediate synchronization of specific data types, use the refresh button in the integration settings.

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Important Notes

  • Token Security: Store your API token securely. If compromised, immediately revoke it in Syncro and generate a new one
  • Sync Timing: Initial synchronization may take several minutes depending on data volume
  • Dependencies: Devices and certain settings require customer data to be imported first
  • No Opportunities: Syncro does not support opportunities. Use MSPortal’s Planner module for sales tracking

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Troubleshooting