Syncro MSP Connection Guide

A step-by-step guide to getting your Syncro MSP account connected with Gradient MSP.


Syncro MSP Connection Checklist

If you haven't already registered, you can open a Gradient MSP account here 

You've registered and are on your way to officially becoming part of the flock! Take the following steps to get Syncro MSP connected with Synthesize billing module.

  1. Upon initial registration of your new Gradient MSP account, you will select Syncro MSP 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 MSP.
  2. Login to Sycnro MSP.
  3. Navigate to More > Admin > Administration > API > API Tokens.

  4. Create New Token.

  5. Under Custom Permissions, give the App Integration a Name and leave Expiration blank.
  6. Edit API Permissions and select the following permissions for Least Privileged Access:

    • Customers - List/Search 

    • Customers - View Detail

    • Products - List/Search

    • Invoices - List/Search 

    • Invoices - View Details

    • Invoices - Create

    • Invoices - Edit

    • Recurring Invoices - List

    • Recurring Invoices - New

    • Recurring Invoices - Edit 

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

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


HubSpot Video

Congratulations, you've successfully connected your PSA!

Please sit back, have a coffee, and let our hamsters (or flamingos in this case) get to work synchronizing your data. You can close the Setup Wizard now if you like, and we will email you when the synchronization is complete.