Setup takes about 30 minutes for most MSPs. You'll need admin access to your PSA and to at least one place you buy licenses from.
1. Sign in
Section titled “1. Sign in”Go to the sign-in page and choose Sign in with Microsoft. Use your work account. Your organization's MFA applies. See Sign-in and MFA.
2. Add your company details
Section titled “2. Add your company details”Enter your company name, your billing currency and the day of the month you send recurring invoices. Sinculate uses the invoice day to tell you how much time you have to fix a gap.
3. Connect where you bill
Section titled “3. Connect where you bill”Connect Syncro first, so Sinculate knows your customers. See Connect Syncro.
4. Add where you buy
Section titled “4. Add where you buy”Add each place you buy licenses from:
5. Match your clients
Section titled “5. Match your clients”Sinculate matches vendor tenants to PSA clients by name and domain. Check the suggested matches and fix any it got wrong. You only do this once per client.