1. Create API Token

To establish a secure connection between CYRISMA and Syncro, you will need to create an API token with the appropriate permissions.

Steps to Create a Token:

Navigate to API Tokens:

• In the Syncro user interface, go to Admin > API Tokens.

Create New Token:

• Click the ‘New Token’ button to initiate the token creation process.

Configure Token Permissions:

• On the ‘New Token’ page, navigate to the ‘Custom Permissions’ tab.
• Give the token a meaningful name.
• (Optional) Assign an expiration date for the token if desired.
• Grant the new token the following permissions:
  • Customers: List/Search, View Detail
  • Tickets: All
  • Ticket Comments: New

Finalize Token Creation:

• Click the ‘Create API Token’ button at the bottom of the form to finalize the process.

Securely Save the Token:

• Once the token is created, ensure you save the full key (not just the partial key) in a secure location. Note that the full key will not be displayed again, so it is crucial to keep it safe.

Conclusion

By following these steps, you will successfully create an API token within Syncro, allowing CYRISMA to communicate effectively with the Syncro PSA platform. Make sure to securely store the token for future use. If you have any questions or need further assistance, please consult Syncro's documentation or reach out to their support team.