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SyncroMSP Integration

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​

  1. Within SyncroMSP click on More in the toolbar
  2. Click on Admin
  3. In the left menu click on App Center
  4. Click on the FreePBX / Asterisk card
  5. Under Required Security Token * enter a string of letters and numbers. Save this in a secure location.
  6. Click Save

Configure PBX SyncroMSP Integration First User​

  1. In the Manager Portal, click on the Integrations item at the top menu
  2. Click on the SyncroMSP icon
  3. Under Select User select any user you wish to configure for this integration
  4. At the right, configure the following:
    1. Dial Configuration:
      1. On Ring will perform the call popup as soon as your device is ringing.
      2. On Answer will perform the call popup as soon as you answer the call
    2. 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.
    3. Token: Enter the token you recorded from the first section
    4. Enabled: Change to Enabled for any user you wish the popup to work for.
  5. 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