1. Create required settings on Syncro platform
Go to the 'Settings' section, scroll down and click on 'API Token'
Click '+ New'
Go to the 'Custom Permissions' tab
Provide the new token with a relevant name (expiration can be left empty)
Grant all permissions
Scroll down and click on 'Create API Token'
2. Setting up the Integration
Open Guardz platform, and navigate to 'PSA Integrations'
Select the Syncro option
Copy the API Key from the newly created entity in Syncro (step 1) and insert the string properly
Retrieve and copy the 'Subdomain' from your Syncro account
Insert the domain to its proper place
Retrieve and copy the 'Base URL' from your Syncro account
Insert the domain to its proper place and click 'Testing Connection'
Define the sync strategy (Sync behaviour & Sync Start Point) and click 'Next'
3. Assign the Organizations
Create the customer mapping according to your preferences
The list on the left shows all your tenants in Guardz, while the list on the right displays your organizations in Syncro
4. Select the Mapping Strategy
Set the desired strategy according to your business preferences
You may set the following:
Priority mapping
Default status mapping
Default ticket type
And others