Syncro Documentation Center

Webroot

Published November 21st, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. This MAV product gives you the awesome power of Webroot at your fingertips for an amazing price. Webroot offers Webroot AV, Security Awareness Training, and DNS Protection. These features can be added individually and cost $1 per endpoint per month each, up to

CloudRadial Integration

Published November 20th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. What it Does Matches Syncro companies to CloudRadial companies Syncs contacts between Syncro and CloudRadial Updates Syncro contacts from Office 365 API submission of tickets Ticket viewing and searching Ticket updates with feedback User notes viewing User fil

Customer Reports

Published November 17th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. In the Admin > Reports > Customers section, here is what data each Customer Report contains. Credit Balance By Customer This report will show you all customers in your account that currently have a credit on their record. This is a good way to get a snaps

Third-Party Patch Management with Ninite

Published November 21st, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. We're going to setup a simple script to do patch management with Ninite Pro Classic (their command line tool). First, download your .exe and stick it in the "Script Shared Files" in your account. Now create a new script and make it a PowerShell, run as system,

RMM Reports

Published November 21st, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. This is a breakdown of what data the RMM Reports section contains. Access via Admin > Reports > RMM. Asset Activity Audit This report allows you to view asset activity history at a global level. The asset activity history can be filtered by text contained

Refurbs - Resell Purchases

Published November 18th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Our Refurbs Module is an expansion of Customer Purchases, to let you track inventory usage while you get items purchased from customers ready for sale. What it Does Send a Customer Purchase into the Refurb workflow Add parts/labor/notes/etc to things you buy so

Employee Reports

Published November 17th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. This is a breakdown of what data the Employees Reports section contains. Access via More > Admin > Reports > Employees section. Credential Access You can store documentation credentials and customer credentials. This report allows Admins to view who ha

Sales Reports

Published November 17th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Head over to Admin > Reports to access the below reports in the Sales section. Discounts This report shows you all discounts made to line items. There are links to specific invoices so you can see the context of each discount. Select your date range, then cl

Tax Reports

Published November 17th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. This is a breakdown of what data the Tax Reports section contains. Access via Admin > Reports - Tax section. Sales Tax This shows all paid invoices where the money was received in the month specified. Partial payments aren't included. The default Basis is Ca

Syncro’s Backups & Uptime

Published November 22nd, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. We're hosted in live replication server facilities on both the East and West Coast of the United States. Heroku, the server platform we use, backups constantly to Amazon's s3 servers. We also run our own independent, external backups. At any time you can export

Printing Details

Published November 18th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. We have a few different sizes of print jobs we can send to your printers. US Letter (8.5" x 11") Receipt (80mm) Label (1.125" x 3.0") (and another label, 1"x1") We have the jobs named by what they print, or when they print - here are our categories; Invoice - L

Invoice Reports

Published November 17th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Recurring Invoices This report will display all your currently recurring Invoices. You can link directly to the customer from any of these. You will get a snapshot of the details of the recurring invoices, and can see a total revenue from them all at the bottom

Topaz Signature Pad

Published November 18th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Buy a Signature Pad We recommend the mid-range model that supports the e-ink so people can see what they were writing. Download the second installer below for it. It will ask what model/series you have, and ask you to reboot. Download Plugin If you want to just

Star TSP100 Printer Setup

Published November 18th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Setup We have had success getting users' Star TSP100 series printers (including the TSP143III USB and LAN models) set up in Windows, but we haven't fully tested this yet with any other Star printer models. Download the Star TSP100 driver and follow the install

Email and SMS Reports

Published November 17th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Communications Summary The Communication Log will show you all communication from your account aside from Ticket Comments. It will have snail mail, SMS, Mailer, caller id logs, and Invoice/Estimate emails that were manually sent. The communication log currently

Predefined Bundles

Published November 22nd, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Syncro has a full bundles module. This is especially useful for custom builds where you want to track inventory but don't want to show the details of what's included in a line item to a customer. To start, navigate to Products & Services > Inventory Modu

RMA / Returns - Tracking

Published November 18th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Overview The Returns Manager is where you can track products that have been returned that have not yet been added back to inventory or need to be sent back to vendors for various reasons like RMAs. To start, head to the Products & Services tab, then in the

Estimates Settings

Published November 22nd, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Enable Estimates Module: Allows you to create and use Estimates as part of your workflow in the application. Last Estimate Number: Changing this will reset your Estimates numeric order to the new number that you choose. Enable Upsell Opportunities: Allows you t

Migrate to VAT/GST Tool

Published November 18th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Syncro is moving to an ex VAT/GST model in our invoices, estimates and purchase orders for UK users. This will make using our invoice system feasible. We are offering a migration tool to help transition to this. Note: This article and feature is for the followi

POS Settings Reference

Published November 18th, 2024 by Dee Zepf

Navigate to Admin > POS - Preferences to find all your POS-related settings in Syncro. This document describes what each setting does. Enable POS Module: Check this box to enable use of the POS Module. See About the POS Tab/Page for more information. Enable Upsell Opportunities: Check this box to be able to offer upsells to your end users. Don't

Refunding

Published November 17th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. You can do full or partial refunds and with merchandise do things like restock it or create an RMA request. What it Does Allows you to refund money back to a credit/debit card (WorldPay Payments and Authorize.net only). Generates a refund invoice listing everyt

Inventory Reports

Published November 17th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Inventory Valuation This report will display a list of your entire inventory, and break down QTY, total cost, and total value. At the bottom of the report you'll be able to see totals. Inventory Stockout This report will show you all of your low quantity invent

Migrate from RepairShopr to Syncro

Published November 21st, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Pre-Migration Understanding IMPORTANT: Read this entire document thoroughly to make sure you understand what happens during a migration, and what will require touches and authorizations after migration. Notes: Migrations are ONE WAY. Once an account has been mi

MailChimp Integration

Published November 20th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. MailChimp is a great email service, although we have Mailer - sometimes you just like the tools over at MailChimp - and that's understandable! What it Does Automatically adds your customers to a selected MailChimp "List" Automatically opt them out of MailChimp

About Syncro's AI Features

Published July 30th, 2024 by Dee Zepf

Who Can Access Syncro AI Features The Guided Resolution and AI Sentiment Analysis features are only available to users of Syncro's Team Plan. The Smart Ticket Search feature is available to all Syncro users. About Security Permissions Syncro AI features are accessible by Users within your organization as long as those Users have access to the under

Introduce Techs in Appointment Emails

Published November 22nd, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Our email template system allows you to add the images and bios you upload for your team in appointment emails to customer. To set up images and bios, Navigate to Admin > Users. Click Details by a user. Fill in the Picture URL of an image you have uploaded s

Spiffs and Commissions

Published November 17th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. The options found at More > Admin > Products & Services - Spiff and Commission and the "Spiff and Commission" field in Products are related and planned for future use. For now, please use the Sales and Commission Report to calculate spiffs and commiss

Reports - Differences in totals

Published November 17th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. You may notice when you use the different reports like daily sales, tax reports, sales summary, you get different totals. Here is a little background on what makes those reports. Tax Report For when it's time to pay your tax agency, we think most people want th

Syncro REST API - Build Custom Extensions/Apps/Add-ons

Published November 21st, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Our API is very simple, it is RESTful, which means it is centered around data and simple operations to manage the data. Our API documentation uses Swagger which allows you to easily create and test our various web requests. We have documented more than 30 API e

QuickBooks Desktop Setup and Help

Published November 22nd, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. This document describes how to connect Syncro to QuickBooks Desktop (QBD). Prerequisites Review this document to learn what is and isn't supported in QBD. Additionally: The QB integration does not support use of "Discount" type items in inventory due to Intui

Zapier Integration

Published November 20th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Zapier is a web based software that allows you to connect various online tools and web services together — an event in one service can trigger an event in another. For example, "When a customer is created in your account, create a contact in Google Contacts" Wh

Slack Integration

Published November 20th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Slack is a cool team chat app. Check them out at slack.com. Go get a free account and your whole team can have a proper chat app with rooms, permissions, integrations, a mobile app that doesn't suck, and oh yeah — it integrates with your Syncro account. Set up

Disable/Delete or Restore/Undelete Users

Published November 22nd, 2024 by Dee Zepf

Delete/Disable a User You can disable a user in your account, which is equivalent to deleting them. Head to Admin > Users. Next to the desired user, click Disable User. Select the reason you are disabling them and click Disable User Account. Head to Admin > API - API Tokens to delete any tokens they use or created. This is very important becau

Estimates - Quotes

Published November 22nd, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. The Estimates module allows you to create brand new Estimates and email them to your customers for review. Your customers can also Approve/Decline the Estimates in the Customer Portal, and you can then create a Ticket or Invoice from the Estimate once that happ

Warranty Reports

Published November 17th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Warranties by Expiration This report shows you all listing warranties. You can link directly to the customer record, or to the invoice that the warranty was sold on.

Lifecycle Insights Integration

Published November 20th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. What it Does Integrate with your existing Lifecycle account or start fresh Pulls all asset lifecycle data Pulls user data Builds dashboard based on warranty and EOL dates Creates budget forecast Full functionality with integration Automated nightly sync with a

Ad-hoc Bundles

Published November 22nd, 2024 by Dee Zepf

Syncro's Ad-hoc Bundles feature allows you to build bundles on the fly when putting together an Invoice or Estimate. You can track all the inventory items and (including the labor) that goes into a bundle, but show the bundle as a single line item so the end user doesn't see everything that goes into it. Notes: You can't save Ad-hoc Bundles for re-

Migrate Data from One Site to Another Using LibreOffice

Published November 21st, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. This article covers exporting data—customers, inventory (AKA products & services), tickets, invoices and assets—from one site and importing it into another. Both the source and destination sites can be RepairShopr or Syncro. A few things to note. For custom

Inventory Import CSV Breakdown and Bulk Update

Published November 18th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. When you have many edits or additions to make to your inventory, the best way to do that is to export your inventory to CSV, make the changes in Excel (or another spreadsheet program), and then re-import it back into our application. The buttons for exporting a

Employee Time Clock

Published November 22nd, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. All Syncro users can access the Employee Time Clock feature in Syncro to: Clock in and out for their day as well as lunch. Run a Time Clock Report to help with managing payroll. Set a requirement to clock in when you log in. Note: You cannot use this feature t

Simplesat Integration

Published November 20th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. What it Does This integration works by embedding an HTML Simplesat survey into Syncro email notification templates. After your client clicks a rating icon in their email, the response is instantly saved in Simplesat with ticket details. Getting Started The Simp

Huntress Integration

Published November 20th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Overview To get started, head to Admin > App Center and click on the Huntress app card. The next screen will display a field asking for a Huntress Account Key Huntress Account Key To get your Huntress Account Key, login to Huntress, then in the upper right c

Warranty Master Integration

Published November 20th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. The Warranty Master integration talks directly to your SyncroMSP account via API to pull down the list of your devices. Once you set it up it will automatically sync your data and you will be able to manage your warranties in Syncro from inside Warranty Master.

AutoPrintr - Printing in Syncro

Published November 18th, 2024 by Dee Zepf

Note: This is a legacy integration. Syncro is no longer providing updates or support for this integration, and it may be deprecated in the future. Automatic printing based on triggered events originated in Syncro. What it does Automatically send print jobs from Syncro to your printer based on triggered events within Syncro. Can download and save P

Documentation Center

Published November 22nd, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. The Documentation Center in Syncro allows you to store free-form text like help documents, customer information, user guides, and more. It: Gives you a place to put content for your team with a nice HTML editor so you can create all kinds of nice-looking conten

Ticket Reports

Published November 17th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. This is a breakdown of what data the Tickets Reports section contains. Access via More > Admin > Reports > Tickets section. Created Similar to the Tickets Resolved, report, you can select a date range, and then see two different charts showing how many

Export All Data

Published November 17th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. There is not a single button or module that exports all of your data. This document covers the various methods to export most of it. The links below take you to the section that shows how to export that particular data set. Note: If you are planning to import a

QuickBooks API Errors

Published November 22nd, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. These are some of the errors that the Intuit API will give us. Note: Before you look into anything like a connection error, or general error, you can see if Intuit's systems are down here: https://status.quickbooks.intuit.com/ Area/Entity Subject/Message Detail

Purchase Orders - Restocking Inventory

Published November 18th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. You can create and receive Purchase Orders in Syncro. Vendors are companies that you can source parts and inventory from. You can create Vendors and assign them to Inventory Items as well as Purchase Orders to better track where your parts are coming from. Firs

GDPR - General Data Protection Regulation

Published November 22nd, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Syncro is committed to being compliant and providing our clients with the tools they need to also be compliant. GDPR can be broken down into some primary categories that you should address to be compliant: Specific and Unbundled Consent Data Portability Right t

Tier 2 Tickets Integration

Published November 20th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Integration Details This integration with Syncro PSA works by installing your custom Tier2Tickets agent as an MSI on your client’s devices. When the user wishes to communicate with your helpdesk team, they trigger the software through a hotkey (F1-F11), desktop

Customizing Invoice Templates for non-US users

Published November 17th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Users outside the United States may require different data to show on Invoice PDFs. Some need the information to be presented Tax Inclusive, others need Tax Exclusive, and others No Tax shown at all. You can customize the way your invoice table displays by usin

Security FAQs

Published November 22nd, 2024 by Dee Zepf

Syncro is committed to maintaining the security of its products and is aware of the risk associated with remote management. See our Security and Reliability Safeguards page for an overview. To better address any concerns you may have, this document provides answers to additional FAQs. What security precautions are in place internally? We have many.

TeamViewer Integration

Published November 21st, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Log in to your client's devices using your TeamViewer account. It installs TeamViewer on devices automatically. Overview To get started head over to the App Center and look for the TeamViewer App Card. Note: The TeamViewer integration is only compatible with t

Stock Take - Inventory Reconciliation

Published November 17th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Overview Our Stock Take module can help you go through and verify your actual stock on hand matches the on-hand value shown in the Inventory tab. It will also allow you to update the on-hand value in the system to match your inventory count when discrepancies a

Toggl Integration

Published November 20th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. We have integrated with the coolest time tracking app out there! What it does Record time entries in Toggl on their website or mobile app. Import those time entries into Syncro tickets. What it doesn't do This integration only supports one Toggl account per Syn

Dropbox Integration

Published November 20th, 2024 by Dee Zepf

Note: This is a legacy integration. Syncro is no longer providing updates or support for this integration, and it may be deprecated in the future. You can automatically sync new tickets to Dropbox, and if you'd like, you can also sync new invoices. This will give you the convenience of having backups of these PDFs outside of Syncro, and will let y

Domotz Integration

Published November 20th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. What it Does Connect your Syncro account with Domotz under Shared Alerts so your MSP business can start actioning network and device issues immediately. Improve your MSP customer support processes by actioning critical issues and events faster and more efficien

Parts Orders

Published November 18th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. The Difference between Products & Services and Parts The Products & Services (AKA Inventory) module tracks all sorts of physical/electronic devices, labor, deposits, prepay hours, quantities, when to refill stock, etc. This is the normal equipment you w

API Tokens

Published November 18th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. We've updated how API Tokens are generated and managed in SyncroMSP to ensure the utmost security. You'll now have the ability to define permissions and set expirations of the tokens you generate. By allowing one-time access to the full token at generation and

GDPR - Syncro and Your Business

Published November 22nd, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Syncro is committed to compliance with the General Data Protection Regulation (GDPR) and providing our clients with tools to help them comply. This page is about how Syncro is compliant in our relationship with you (our users). If you are looking for informatio

Splashtop Integration - BYO

Published November 21st, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. This is the "bring your own" paid version of Splashtop—a paid account owned by the MSP, and handled through Splashtop's portal. It be accessed from within Syncro (when integrated) as well as outside of Syncro. Simultaneous connections to the same machine by mul

GDPR - Your Business and Your Customers

Published November 22nd, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. This page is about the tools Syncro offers to help you comply with the GDPR. If you are looking for information on how we are GDPR compliant with YOU (our users), please visit GDPR - Syncro and Your Business . This article describes several principles of the GD

ShipStation Integration

Published November 20th, 2024 by Dee Zepf

Note: This is a legacy integration. Syncro is no longer providing updates or support for this integration, and it may be deprecated in the future. What it Does Ship products to clients and bill them for the shipping costs Sends Customer Address info from a ticket over to ShipStation Creates a ticket comment containing the ShipStation order number

Mission Control Integration

Published November 20th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Mission Control NOC and HelpDesk is the world’s elite NOC and HelpDesk company with a direct integration into SyncroMSP! With the best reputation of any NOC and HelpDesk company in the MSP channel, Mission Control’s services deliver the quality that SyncroMSP P

FreePBX / PBX Integrations

Published November 20th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. The FreePBX Caller ID Integration works with many other services besides FreePBX such as Trixbox, Anveo, PIAF, Vonage, FusionPBX/FreeSwitch, RingCentral, 3CX, and more. Instructions in this article supersede those on the App Card. Set up To get started, first s

Profit and Loss Reports

Published November 17th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Profit and Loss Summary This report will show you a sales summary of your entire business within the date range you select. This is on a cash basis and will not show money still owed to you. Charts This page will give a wide variety of charts that you can inter

Microsoft Teams Integration

Published November 20th, 2024 by Dee Zepf

The Microsoft Teams integration allows you to configure an incoming webhook and copy that URL into Syncro notification rules. About Retired Office 365 Connectors IMPORTANT : Per this MS Developers Blog Post, webhook-based Office 365 Connectors will be retired on January 31, 2025. You will need to create new workflow URLs to be applied to your Syncro

Payments Reports

Published November 17th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Payments Summary This report will give you a list of each payment that has been processed on your account by date. You have options to sort if the payment was successful, and/or if the payment was synced to "Accounting Integration". You are also able to view th

Customer Purchases

Published November 18th, 2024 by Dee Zepf

Note: This document has been imported from the former KB and has not yet been verified. Overview Customer Purchases allows you to buy devices from Customers, and then track the Item's status if any refurbishing is needed before adding it to your Inventory as a ready-to-sell Item. Enable customer purchases First, you'll need to enable the feature.