CheckCentral integrates with several RMMs, PSAs, and ticketing software, including Syncro MSP, helping you consolidate service ticket issues.
To integrate Syncro with CheckCentral, begin by logging into your CheckCentral account.
From the main menu, click Notifications, then External Ticketing Systems.
Click Add Ticketing System and choose SyncroMSP.
This will bring up the configuration options required for CheckCentral to communicate with Syncro servers via the API.
You can name this configuration anything you'd like.
The other details require you to log into your Syncro account.
Log in to your SyncroMSP account. Copy the URL for your portal and paste it into the SyncroMSP URL field of CheckCentral's integration prompt.
In Syncro, click your name in the top-right corner to access the menu. Click "Profile/Password."
Scroll to the bottom of the left-hand menu and click "API Tokens" within the API section.
In the App Integration list, click "Create Token" for Tier 2 Tickets.
Make sure the following permissions are checked:
- Customers - List/Search
- Customers - View Detail
- Tickets - Create
- Tickets - Edit
- Tickets - View Details
- Ticket Comments - New
To toggle permissions not shown, click "Show all permissions" and search the expanded list.
Click "Create API Token."
Copy the generated token and paste it in CheckCentral's API Token field.
For associating customers with tickets, you can select a specific customer from the list or set the channel to automatically select the account based on the Check Group name.
Finally, choose which Check Groups will use this Syncro ticketing channel. By default, all check groups are selected. To be more selective, disable the All Check Groups checkbox then use the multi-select dropdown field below.
Once you've selected your check groups, ensure the 'Enable this external ticketing system' checkbox is enabled, and click Save.
This External Ticketing System channel will now be available for use with any check under your Check Central account.
To create and match customer-centric check groups, we'll use this new API connection to import accounts directly from Syncro.
From the External Ticketing Systems page, click on the Customer Import icon above your newly-created channel.
If no similar check groups exist, your customers will be listed under Check Groups to be Created.
If you've already created Check Groups using customer names, they will display in the Check Groups to be Updated section, ensuring they match with Syncro.
Existing Groups Already Matched with Syncro will be skipped.
Now click Import to complete the import.
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