SyncroMSP Integration
Table of Contents
Scope
Intended Audience: All End Users
SyncroMSP is a combined RMM and PSA platform for modern MSPs. Send new call notifications right into the Syncro platform with a quick link to the customer's record.
Requirements
- SyncroMSP Subdomain
- SyncroMSP Account Token
- Office Manager Access to Manager Portal or higher
Obtain Security Token
- Within SyncroMSP click on More in the toolbar
- Click on Admin
- In the left menu click on App Center
- Click on the FreePBX / Asterisk card
- Under Required Security Token * enter a string of letters and numbers. Save this in a secure location.
- Click Save
Configure PBX SyncroMSP Integration First User
- In the Manager Portal, click on the Integrations item at the top menu
- Click on the SyncroMSP icon
- Under Select User select any user you wish to configure for this integration
- At the right, configure the following:
-
Dial Configuration:
- On Ring will perform the call popup as soon as your device is ringing.
- On Answer will perform the call popup as soon as you answer the call
-
Subdomain: Enter only the subdomain of your SyncroMSP instance. For example: mspdemo122921.syncromsp.com would be mspdemo122921
NOTE: If you have enabled HIPAA compliance, include your subdomain.shield in this field. - Token: Enter the token you recorded from the first section
- Enabled: Change to Enabled for any user you wish the popup to work for.
-
Dial Configuration:
- Click Save
Configure Additional Users
For additional users you only need to select the user, select Enabled, and click Save. You will see a checkbox next to each enabled user.
How to Use
When you receive or answer a call (per your configuration), we will send a notification to your SyncroMSP instance. Inside SyncroMSP you will see a popup with the customer name and any tickets associated. It will match based on the 10 digit caller ID.
Further Documentation
Further documentation from SyncroMSP can be found here https://help.syncromsp.com/hc/en-us/articles/115002530013-FreePBX-PBX-Integrations