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      Syncro Integration Guide

      A step-by-step guide connecting Syncro

      Set up your accounts Syncro Integration with this quick guide.

      Syncro Integration

      1. Register Gradient
      2. Create Token
      3. Set Permissions
      4. Input Credentials

      Register Gradient

       

      Upon initial registration of your new account, you will select Syncro and click Next. You will then be presented with a connection checklist. Please gather these items before progressing to the next page. Let's head over to Syncro.

      Create Token

       

      Login to Syncro.

      Navigate to More > Admin > Scroll all the way down and select API Tokens on the left and select New Token

      Create a New Token

      Create_New_Token_Button_in_Syncro

      Set Permissions

       

      Under Custom Permissions, give the App Integration a Name and leave Expiration blank.

      Edit API Permissions and select the following permissions.

      1. Customers - List/Search 
      2. Customers - View Detail
      3. Products - List/Search
      4. Invoices - List/Search 
      5. Invoices - View Details
      6. Invoices - Create
      7. Invoices - Edit
      8. Recurring Invoices - List
      9. Recurring Invoices - New
      10. Recurring Invoices - Edit

      Then select the Create API Token button at the bottom.

      Custom_Permissions_tab_of_New_Token

      Input Credentials

       

      Copy your API Key and have your Domain Prefix (subdomain) ready for the next step.

      Note: Your Domain Prefix (subdomain) can be accessed from More > Admin > Account Profile > Subdomain.

      Return to Gradient and input your API Key and Domain Prefix into the Setup Wizard, then select Save and Test. The wizard will run the initial sync, which may take a few minutes, before prompting you to continue to your dashboard.

      Congratulations, you've successfully connected your PSA!

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