Setup Instructions for Syncro RMM

  Unify
  User activity monitoring

Syncro RMM Integration

IMPORTANT NOTE: At this time Syncro RMM integration does not generate event alerts and is in place to work with Unify for importing devices. We have requested the ability to monitor activity, but have not gotten a timeline for an enhancement to their API at this time. 

 

Prerequisites

• Create SaaS Alerts API Key with custom permissions

Create SaaS Alerts API Key

1. Inside Syncro, navigate to Admin\API Tokens.
2. Click +New Token.                                                                                                                                                       
   
   
   
3. Click Custom Permissions.
   
   
   
   
   
4. Provide a Name and an Expiration date.
   
   
   
   
   

5. Select the appropriate Permissions. Recommended permissions are:

   
   

       Assets - View Details

       Assets - List/Search

       Contacts - Import

       Customers - List/Search

       Customers - View Detail

       Customers - View Total Invoiced

       Contracts - List/Search

       Contracts - Edit

       Products - List/Search

       Products - Edit

       Products - Create

       Products - Edit Quantities

       Products - View Cost

       Tickets - List/Search

       Tickets - View Details

       Tickets - Create

       Tickets - Edit

       Tickets - Merge

       Ticket Comments - New

       Ticket Comments - Delete

       Ticket Comments - Delete 'Their Comments' (they created)

       Ticket SLA - Edit

       RMM Alerts - List

       RMM Alerts - Create

       RMM Alerts - Clear/Manage
   
   
   

6. Click Create API Token.                                                                                                                                           
   
   
   
7. Copy the API Token and save it in a safe location.   
   
   

Setup MSFT Entra ID for enhanced Unify functionality.

Configure Unify functionality in SaaS Alerts.

Connecting SaaS Alerts to Syncro RMM

1. Find your MSP’s Organization in SaaS Alerts, or create a new Organization for your MSP. You can do that on the SaaS Alerts Organization page.

2. Click on Syncro RMM in the list of products.                                                                                                                                                                                                                                                          Note: you may receive an alert indicating that an existing Syncro RMM integration already exists. Unless you have multiple instances of Syncro RMM, you should cancel, or you will have duplicates.
3. Populate the connection wizard with the Syncro RMM API info you collected earlier. Here is an example:                                                                                                                                                                         
4. Click Next.
5. You are now ready to configure Unify organization mapping.