Connect Syncro

Syncro is where Sinculate reads what you bill. It also applies the quantity changes you approve.

Create an API token in Syncro

1. In Syncro, go to Admin and open API Tokens.
2. Create a new token named "Sinculate".
3. Give it these permissions:
   • Customers: List/Search
   • Recurring Invoices: List and Edit
4. Save, then copy the token. Syncro only shows it once.

Connect it in Sinculate

1. In Sinculate, go to Sync and choose Connect Syncro.
2. Enter your Syncro subdomain (the yourmsp part of yourmsp.syncromsp.com) and paste the token.
3. Select Sync now. Sinculate shows how many customers and recurring invoice lines it found.

Tip

If Sinculate says the token was refused, check the subdomain first. Syncro answers any subdomain, so a typo looks the same as a wrong token.

What Sinculate reads and changes

• Reads: your customers and the lines on their recurring invoices (product, quantity, price).
• Changes: only the quantity on a recurring invoice line, and only after you approve it. Sinculate checks that nobody has edited the line since it last looked, and logs every change.

The token is encrypted and kept in a dedicated key vault. To disconnect, delete the token in Syncro or remove the connection in Sinculate.