PSA Connection Guides
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      Syncro MSP Connection Guide

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

      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 a 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.

       

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

       

      Congratulations, you've successfully connected your PSA!