Syncro integration instructions

Randy White
Randy White
  • Updated

This article provides instructions on how to integrate Syncro to ScalePad.

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 ScalePad.

    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 ScalePad

Add Syncro API credentials into ScalePad

  1. From ScalePad, 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, ScalePad performs a full sync. When finished, you should be able to view your hardware assets in your account.

What's next

Any questions? Reach out to our ScalePad support team by submitting a support ticket.
: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.

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