Syncro

Syncro is the one PSA Revo can import whole customers from. Once it's connected, you can import and link customers, keep their details in sync, create tickets, and compare Syncro's assets with Revo devices.

Connect

In Settings → Integrations, add Syncro with your subdomain and an API token from your Syncro user profile. The token needs read access to customers, contacts and assets, and ticket creation if you use tickets.

Web address for links (optional). Revo links to Syncro customers, assets and tickets. Syncro runs some accounts' web app on another address, such as yourmsp.shield.syncromsp.com. Syncro's sign-in is per address, so a link to the wrong one asks you to sign in (and for MFA) every time. If the address in your browser isn't yourmsp.syncromsp.com, paste any Syncro link into Web address for links: Revo keeps just the address and uses it for every link, including tickets already created. Only addresses that start with your subdomain and end in syncromsp.com are accepted.

Import customers

From the Syncro card in Settings → Integrations, or Customers → Import from Syncro (anyone who can add customers):

1. Search Syncro's customers and tick the ones you want.
2. Choose whether new ones are managed customers or prospects.
3. Check the suggested matches. When a Syncro customer looks like one you already have (same name, ignoring "Inc.", "LLC" and punctuation, or the same domain) the import links it instead of creating a duplicate. You can change that per row.
4. Import. Each row reports what happened: created, linked, skipped (already linked, plan limit reached, archived) or failed (with Syncro's error). What succeeded is kept even if later rows fail.

New customers get Syncro's business name, contact person, email, phone and notes. A primary domain is suggested from the customer's website or email address (never from mailbox providers such as Gmail or Outlook) and added unverified: verify it before active scans (see Scope, domain verification and authorization).

Linking an existing customer only fills fields that are empty. Nothing you entered is replaced.

Keep in sync

With Sync daily on, every linked, non-archived customer and its contacts are refreshed each day; Sync now does it at once.

• A field is only updated while it still holds what Syncro said last time, so edits made in Revo always win. The customer's page lists which fields were edited locally.
• A customer disabled or deleted in Syncro is flagged on its page and you're notified. Revo never archives it or changes its status for you.

A customer's Syncro link

Customer settings → Integrations shows the link (customer number, last sync, Open in Syncro), any notice, Sync now, Unlink (owners and admins; the customer and its contacts stay) and, for an unlinked customer, Link to a Syncro customer.

Syncro assets: find computers without the agent

Below the link, Syncro assets compares Syncro's assets for the customer with Revo devices by hostname (case and domain suffix ignored). The same list appears under the customer's device list.

• Computers in Syncro with no RevoAgent are coverage gaps: install the agent on them.
• Revo devices Syncro doesn't know about are listed too.

Tickets and contact import work as for other PSAs (see PSA ticketing).