Syncro API Permissions

For the dashboards to populate completely, we need the Syncro API key to be configured correctly.

To create an API token, go to this URL in syncro https://yourdomain.syncromsp.com/api_tokens/ or navigate to Admin –> API Tokens

TLDR; on the new API screen, select everything that says “View” or “List” by using Ctrl+F

Alternatively, a full list of required permissions are:

    Assets – View Details
    Assets – List/Search
    Customers – List/Search
    Customers – View Detail
    Credentials – View
    Contracts – List/Search
    Products – List/Search
    Products – View Cost
    Payments – View List
    Pending Orders – View All
    Estimates – List/Search
    Estimates – View Details
    Invoices – List/Search
    Invoices – View Details
    Line Item – View Cost
    Tickets – List/Search
    Tickets – View Details
    Tickets – View ‘Their Ticket’ Details (assigned to them)
    Leads – List/Search
    Marketr – View Campaigns
    Parts Orders – List/Search
    Purchase Orders – List/Search
    Purchase Orders – View Details
    Reports – View
    Recurring Invoices – List
    Vendors – List
    Vendors – View Details
    Warranties – List
    Warranties – View Details
    Ticket Timers – Overview
    RMM Alerts – List

Updated on May 30, 2023

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