The Atera (PSA) Importer makes it simpler for you to bring Atera data into your Syncro account. This is a one-time process to get you set up.

The following data is imported from Atera:

• Customers: Name, phone, address, notes (domain)
• Contacts: Name, Email, Title, Phone
• Tickets: ID, Title, Status, Ticket Type, Contact, Priority, Resolved At
• Ticket Comments: Body

Notes: 

• Atera Invoices are NOT imported.
• Tickets imported from Atera include the Status that Atera had them in. However, they may initially show a blank status in Syncro until you add Atera's statuses to your Ticket Settings. Common Atera Ticket Statuses to add include: Closed, Merged, Pending, and Open. No Atera tickets will import under the Resolved status, so all will technically still be open in Syncro.

Start the Process

To start your migration from Atera, follow these steps:

1. Navigate to Admin > RMM Settings - Migration Tools.
2. Click the Atera tile.

Import Customers & Tickets

To import your Customers and Tickets, follow these steps:

1. Enter your API Key (obtained from Atera's Admin section).
2. Enter a Rate Limit. (Refer to your Atera plan for your rate limit, or enter 400 if you're unsure.)
3. Click Import.

Get the Script

1. Syncro needs to adjust customer mappings so they can be found by our script. Click Prepare Customer Database to begin this process. 
   Note: This may take several minutes if you have many customers. You can always come back to this page later to continue.
2. Enter your API Key (obtained from Atera's Admin section).
3. Click Get Script.
4. Run the script in Atera. This script mass installs the Syncro agent, attaching to the correct customer.