Syncro PSA Integration Guide

Create API Token

To establish a secure connection between Cyrisma and Syncro, you will need to create an API token with the appropriate permissions.

Steps to Create a Token:

Navigate to API Tokens:

• In the Syncro user interface, go to Admin > API Tokens.

Create New Token:

• Click the ‘New Token’ button to initiate the token creation process.

Configure Token Permissions:

• On the ‘New Token’ page, navigate to the ‘Custom Permissions’ tab.

• Give the token a meaningful name.

• (Optional) Assign an expiration date for the token if desired.

• Grant the new token the following permissions:

  • Customers: List/Search, View Detail

  • Tickets: All

  • Ticket Comments: New

Finalize Token Creation:

• Click the ‘Create API Token’ button at the bottom of the form to finalize the process.

Securely Save the Token:

• Once the token is created, ensure you save the full key (not just the partial key) in a secure location. Note that the full key will not be displayed again, so it is crucial to keep it safe.