Syncro Integration Playbook for Channel Vendors

Syncro has gained traction as a lean and agile PSA favored by small and mid-sized MSPs. Its streamlined design and lower cost make it attractive for fast-moving providers who value simplicity and speed. For channel vendors, Syncro presents an opportunity to win partners early with integrations that are lightweight, high-value, and easy to set up.

This playbook provides a roadmap to building, launching, and scaling a Syncro integration that delivers value without overcomplicating the experience.

Why Syncro Matters

• Agile Market Segment: Popular with smaller, fast-growing MSPs.

• Simplicity: Lean PSA design focused on ticketing, billing, and assets.

• API-First Growth: Modern REST API supports quick integration builds.

• Partner Expectations: Quick wins and easy setup are more important than deep complexity.

Core Syncro Integration Patterns

1. Ticket Automation

• Create tickets automatically from product events or alerts.

• Map tickets into the right statuses and queues.

• Auto-close tickets on resolution.

2. Customer & Contact Sync

• Align product customers with Syncro Customers.

• Sync contact data for ticket routing.

3. Asset & Device Sync

• Push devices, endpoints, or assets into Syncro.

• Maintain lifecycle details like serial numbers, warranty, or patch versions.

4. Billing & Invoicing

• Sync usage, licenses, or subscriptions into Syncro invoices.

• Automate reconciliation to reduce manual work.

Syncro API Considerations

• Architecture: REST-based, straightforward and modern.

• Authentication: API keys; ensure secure storage.

• Data Model: Simpler than legacy PSAs, but less flexible.

• Rate Limits: Less restrictive, but efficiency still matters.

• Documentation: Clear and accessible.

Partner Experience Best Practices

• Fast Setup: Emphasize one-click or guided install.

• Sensible Defaults: Pre-map ticket types, statuses, and fields.

• Error Clarity: Plain explanations with easy troubleshooting.

• Workflow Recipes: Provide guides like “Alert to Ticket” or “Usage to Invoice.”

• Lean Enablement: Keep documentation simple—Syncro partners value speed.

Ecosystem Orchestration with Syncro

• Community-Driven: Active peer groups and online forums.

• Marketplace Visibility: Ensure your listing is simple and adoption-focused.

• Success Stories: Highlight how smaller MSPs save time or revenue with your integration.

90-Day Execution Plan

Weeks 1-2:

• Identify top workflows (ticket + billing).

• Define partner outcomes (faster ticket resolution, reduced manual billing).

Weeks 3-6:

• Build MVP integration (ticket + customer sync).

• Publish documentation and setup wizard.

• List in Syncro marketplace.

Weeks 7-10:

• Run office hours or webinars with Syncro community.

• Capture 1-2 early adopter stories.

• Add asset sync workflows.

Weeks 11-13:

• Expand into invoicing workflows.

• Publish workflow recipes.

• Launch integration adoption dashboard.

Metrics to Track

• Installation and activation rate.

• Time to first ticket or invoice sync.

• Active partner usage by workflow.

• Ecosystem-sourced pipeline.

• Retention and expansion impact from Syncro adoption.

FAQ

Is Syncro less powerful than other PSAs?

Yes, but that’s its advantage—simplicity and speed. Build integrations that match this ethos.

What’s the biggest integration opportunity?

Ticket automation and billing. These deliver the fastest partner value.

Do Syncro partners expect advanced features?

Not always. Quick, reliable workflows matter most.

How can Syncro integrations support growth?

By reducing friction for smaller MSPs, you build loyalty that scales as they grow.

Quick Checklist

• Ticket workflows automated.

• Customer and contact sync enabled.

• Asset sync working.

• Invoicing integration complete.

• Setup wizard and workflow recipes published.

• Marketplace listing live.

• Adoption metrics tracked.

‍