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Syncro

Jonas Rasschaert

GETTING STARTED GUIDE: How to set up a new connection?

ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.

Syncro is a combined PSA + RMM + Remote Session platform designed specifically for MSPs.

Below you'll find detailed information, specifically for Syncro integrations:

Supported Syncro Integrations

Authorizing Syncro

To authorize Syncro, we need your Domain and API Key. If you access the Syncro platform and try to locate the API Key, you'll need to create a new one.

You can do this by doing the following:

  1. Click the avatar/name in the top right-hand corner of the screen.
  2. Select Profile/Password from the drop-down menu.

  1. Go to API Tokens > New Token > Custom Permissions.
  2. Name the API Token whatever you want, such as, PieSync.
  3. Don't set an expiration date on it.
  4. Check off the following permissions:

Syncro API Permissions PieSync

Combined Shape

When creating a custom API key, you'll need to check "on" the above appropriate conditions in order to make it function with PieSync.

  1. Click, Create API Token.
  2. Copy the API Key and paste it into the authorization pop-up box in PieSync to authorize Syncro!

If you already authorized Syncro account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.

[IF] Supported Conditions/Filters

  • No Email - Of Any Kind
  • Opt Out of Email Marketing
  • SMS Service Enabled
  • Field values (INCLUDING CUSTOM FIELDS)
  • Already existing in the app you sync with

[THEN] Supported Actions

  • Update No Email - Of Any Kind
  • Update Opt Out of Email Marketing
  • Update SMS Service Enabled
  • Update field values (INCLUDING CUSTOM FIELDS)

Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Syncro fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

You have the ability to disable default mappings and reuse them in the custom mappings section.

Customizable Field Mapping

You can custom map your Syncro Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.

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More info about Syncro custom fields can be found here.

Additional Options

Syncing Deletions

Currently, there are no Syncro integrations on the PieSync platform that support our deletions sync.

Syncing Unsubscribes

Currently, there are no Syncro integrations on the PieSync platform that support our unsubscribes sync.

You have the ability to sync unsubscribed contacts by setting up a particular rule:

The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.

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Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  Don't forget to read our blog for the latest in productivity, apps, and technology!

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