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> Use this file to discover available pages before exploring further.
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# How to Integrate Syncro - Help Center - SyncSpider

## TABLE OF CONTENTS

* [Description](#Description)
* [Entities](#Entities)
* [Steps](#Steps)
* [Step 1.](#Step-1.)
* [Step 2.](#Step-2.)
* [Step 3.](#Step-3.)
* [Step 4.](#Step-4.)

---

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## Description

Start, run, and grow your MSP business with an all-in-one RMM, PSA, and Remote Access platform. Save time managing your client's needs and reduce operational overhead so you can focus on closing new deals and providing top-tier solutions. With Syncro, you get unlimited PC and Mac agents (no per-device fees), contract management with integrating billing, policy inheritance, built-in remote access, and integrations with top-tier partners to create an all-in-one solution for your customers.

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## Entities
| Source | Target |
| --- | --- |
| List Appointments Type | Add Appointment Types |
| List Appointments | Add Appointment |
| List Assets | Add Asset |
| List Contacts | Add Contact |
| List Customers | Add Customer |
| List Contracts | Add Contract |
| List Estimates | Add Estimates |
| List Tickets | Add Leads |
| List Events | Add Invoices |
| List Invoices | Add Portal User |
| List Leads | Add Product |
| List Line Items | Add Product Serial |
| List Payment Methods | Add Purchase Order |
| List Portal Users | Add Schedule |
| List Products | Add Ticket |
| List Products Serials | Add Vendor |
| List Purchase Orders | Add Products To Order |
| List Schedules |  |
| List Vendors |  |

**Possible Task Triggers are**: Schedule ( Hourly, Daily, Weekly and Monthly )

On Event ( Task Succeeded event)

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## Steps
### Step 1.

Either while **Creating a Task** or in the Integrations menu.

Enter the name of the integration in the search bar.
![Selecting the Syncro integration](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/4/eb84c90fa95e1000/689c6895-b55c-462a-baff-0be68c_1nr316c.png)

### Step 2.

Enter the Name of the Integration.

You can optionally also enter a description.

![Naming the Integration](https://storage.crisp.chat/users/helpdesk/website/-/7/9/b/9/79b9c5e77dac0800/3a613779-54ea-43da-9ed7-3e7448_18zqyam.png)

### Step 3.

You will be prompted for the **Base URL and API Key****.**

****

![Inserting the Base URL and API Key](https://storage.crisp.chat/users/helpdesk/website/-/4/c/0/b/4c0b3075ad74dc00/55779d8d-e707-42c8-b090-c02563_5vjgq6.png)

### Step 4.

To get your Base URL, With this example: [https://your-subdomain.syncromsp.com/api/v1](https://your-subdomain.syncromsp.com/api/v1)  
In place of "your-subdomain", place your unique subdomain.

To obtain the API Key, go to your Syncro Dashboard To view or manage your existing API tokens or to create a new one, you'll want to head to the 'Profile/Password' section in your user menu, highlighted below:

![Selecting the Profile/Password panel inside Syncro](https://storage.crisp.chat/users/helpdesk/website/-/a/1/d/c/a1dc0509f0272000/45dc3905-4fab-445e-a266-72408c_glouni.jpg)

Next, you'll want to select the **'API Tokens'** option:

![Navigating to the API Tokens section](https://storage.crisp.chat/users/helpdesk/website/-/f/d/0/1/fd01246a01b40000/12e631ad-dd7b-4568-b9d1-fe2ccc_uk7352.jpg)

**Generating New API Tokens**

Select the **'New Token'** option at the upper-right to generate a new API Token:

![Adding new API Token](https://storage.crisp.chat/users/helpdesk/website/-/8/5/3/a/853a1950df451000/88448b3a-3e4e-44ad-b0eb-00d075_mrnz4e.jpg)

Next, you'll be presented with the option to generate a pre-built API token with prebuilt App Permissions for our native Syncro integrations.

Or, you may select the 'Custom Permissions' tab to create an API Token with permissions that you define:

![Selecting the Custom Permissions tab](https://storage.crisp.chat/users/helpdesk/website/-/a/3/b/7/a3b7760c05bd1000/6b29c09a-6206-40bc-92e4-228754_gmh66y.jpg)

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**Syncro** is just one of the tools we support!

To check the list of the tools and features we support please click [here](https://syncspider.com/integrations/)!

If you don't see your favorite tool on our list, please take the time and send us the request [here](https://roadmap.syncspider.com/boards/integrations?sort=cached_votes_up) to create an integration for you or UP-vote if it's already on the list :)

We develop integrations based on the requests and up-votes :)

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [[email protected]](/cdn-cgi/l/email-protection#a0d3d5d0d0cfd2d4e0d3d9cec3d3d0c9c4c5d28ec3cfcd) or our chat widget!