STEP 1: Login to Syncro
Login to your Syncro instance to begin the process.
Please save your instance's URL, as HighGround will need it as part of adding tool integration.
For example, for the following instance:
You will need to save “highground”.
STEP 2: Generate API Token
From the menu bar click More, and navigate to Admin:
Scroll all the way to the bottom of the page and click API Tokens:
All your previously created tokens will be listed on this page. Click New Token:
You will be presented with the following screen, Click Custom Permissions:
You will be presented with the next screen, please insert a Name and Expiration date for the token:
Name - HighGroundAPIKey
Expiration - 6-12 Months in the future
Please also select the following permissions for HighGround application to work properly:
Assets:
View Details
List/Search
Contacts:
Import
Customers:
List/Search
View Details
View Total Invoiced
Contracts:
List/Search
Products:
List/Search
View Cost
Payments:
View List
Invoices:
List/Search
View Details
Line Item:
View Cost
Tickets:
List/Search
View Details
Create
Edit
Delete
Recurring Invoices:
List
Vendors:
List
View Details
When you are ready to proceed click the Create API Token button:
The token will be created and you are redirected to the next page. Please save the token as you will need it to insert in your HighGround Syncro Integration Window:
STEP 3: Integrate Syncro to HighGround Account
Login to your HighGround account and go to the Integrations tab:
Find Syncro and click Connect:
And fill the pop-out with the values saved from step 2 and click Connect:
Server Type: Hosted or Cloud
Api Domain Url: Your Syncro Instance URL
API Token: Token created in step 2
Congratulations, now Syncro is integrated into your HighGround Account! 🥳