sync

Syncro Integration Guide

Connect your Syncro PSA account to automatically import customers, contacts, and assets into MSPDock.

Prerequisites

Before you begin, make sure you have:

checkAn active Syncro account with Admin access (required to generate API tokens)
checkYour Syncro subdomain (the part before .syncromsp.com)
checkAn MSPDock account with Owner or Admin role

Generate API token in Syncro

aLog in to your Syncro account at https://yoursubdomain.syncromsp.com
bNavigate to Admin → API Tokens in the top menu
cClick Generate New Token
dGive the token a descriptive name, such as MSPDock Integration
eCopy the generated token immediately — Syncro only shows it once. Store it in a secure location.

Required permissions

Syncro API tokens inherit the permissions of the user who creates them. The generating user must have read access to:

checkCustomers — required to import client company names and details
checkContacts — required to import client contact names, emails, and phone numbers
checkAssets — required to import hardware and software inventory for reporting

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Warning

We recommend creating the API token from a dedicated admin account rather than your personal account. If a user is deactivated in Syncro, any API tokens they created will also stop working.

Configure in MSPDock

aIn MSPDock, go to Settings → Integrations → Syncro
bEnter your Syncro subdomain. This is just the subdomain portion — for example, if your Syncro URL is acmemsp.syncromsp.com, enter acmemsp
cPaste the API token you generated in Step 1
dClick Save

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Screenshot: Syncro integration settings in MSPDock

Test connection

After saving your credentials, click the Test Connection button. MSPDock will attempt to reach the Syncro API using your subdomain and token.

If the test succeeds, you will see a green confirmation message showing how many customers were found in your Syncro account. If it fails, see the Troubleshooting section below.

Select customers to sync

Once the connection is verified, MSPDock displays a list of all customers from your Syncro account. You can choose which ones to import:

checkSelect All — imports every customer
checkSelect individually — check the box next to each customer you want to import

Click Sync Selected to begin the import. Depending on the number of customers, this may take a few seconds to a couple of minutes.

After syncing, the imported customers appear in your MSPDock Clients list with their Syncro data pre-filled: company name, primary contact email, and phone number.

What data is synced

MSPDock pulls the following data from Syncro for each selected customer:

Syncro Field	MSPDock Field	Notes
Customer Name	Client → Company Name	Required
Email	Client → Email	Primary contact email
Phone	Client → Phone	Business phone number
Business Name	Client → Company Name	Used as fallback if Customer Name is blank

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Tip

Data flows one-way only: Syncro → MSPDock. Any changes you make to a client in MSPDock will not be written back to Syncro.

Sync frequency

Currently, Syncro syncs are manual. You trigger a sync by clicking Sync Now on the Syncro integration settings page.

Automatic scheduled syncing is coming soon. When available, you will be able to configure:

scheduleFull sync daily at 2:00 AM (your timezone)
scheduleIncremental sync every 4 hours

Troubleshooting

If the connection test fails or a sync does not complete, check the following common issues:

`401 Unauthorized`

Cause: The API token is invalid or has been revoked.

Fix: Go to Syncro → Admin → API Tokens and verify the token is still active. If it has been revoked or you lost it, generate a new token and update it in MSPDock Settings → Integrations → Syncro.

`403 Forbidden`

Cause: The API token does not have sufficient permissions to read the requested data.

Fix: Ensure the Syncro user who generated the token has read access to Customers, Contacts, and Assets. You may need to ask a Syncro Admin to adjust the user's role.

`Connection Timeout`

Cause: The subdomain is incorrect or Syncro's servers are temporarily unreachable.

Fix: Double-check your subdomain. It should be only the subdomain portion (e.g., acmemsp), not the full URL. If the subdomain is correct, wait a few minutes and try again — Syncro may be experiencing a temporary outage.

`0 customers found`

Cause: The connection succeeded but no customer records were returned.

Fix: Verify that your Syncro account contains customer records. Also check that the API token user has access to view customers (some Syncro roles restrict visibility by customer group).

If you continue to experience issues, contact us at support@mspdock.com with the error message and your Syncro subdomain (do not send your API token).