A step-by-step guide to getting your Syncro MSP account connected with Gradient MSP.
- 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.
- Login to Sycnro MSP.
-
Navigate to More > Admin > Administration > API > API Tokens.
-
Create a New Token.
- Under Custom Permissions, give the App Integration a Name and leave Expiration blank.
-
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
-
-
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.
Congratulations, you've successfully connected your PSA!