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Integrating with Syncro - Connect IT Community | Kaseya
<main> <article class="userContent"> <p>Introduction</p> <p>Use this article as a guide to create and maintain two integrations between Syncro and IT Glue. Syncro is a combined RMM and PSA platform, so these two integrations will independently pull data from the other platform.</p> <table><tbody><tr><td> <p>The two integrations described below will do the following:</p> <ul><li>Discover all organizations and machines in Syncro</li> <li>Match Syncro Customers to IT Glue Organizations</li> <li>Suggest organizations based on name, email, and phone number</li> <li>Suggest configurations based on exact name</li> <li>Add new assets from Syncro to IT Glue</li> <li>Add a link to IT Glue in the asset overview in Syncro</li> <li>Mark instances in IT Glue "inactive" if an asset is deleted in Syncro</li> </ul></td> </tr></tbody></table><p>For more information about the device mappings, see <a rel="nofollow" href="https://kaseya.vanillacommunities.com/kb/articles/aliases/itglue/hc/en-us/articles/360004934137">RMM Field Mappings</a>.</p> <p>Prerequisites</p> <ul><li>An SSL connection with a valid certificate (not self-signed) from a trusted authority is required.</li> <li>Manager or Administrator level access to IT Glue.</li> <li>If you're integrating with a PSA and an RMM, you will want to first sync your RMM to your PSA and your PSA to IT Glue to make sure that the required data is available for matching.</li> <li>A Manager role will only be able to see RMM matched/unmatched data for organizations that they have explicit access to. To grant access to RMM data for all organizations, refer to <strong>Step 7</strong> of our <a href="https://kaseya.vanillacommunities.com/kb/articles/aliases/itglue/hc/en-us/articles/360004938478-Adding-and-removing-users" rel="noopener nofollow">Adding and removing users</a> KB article.</li> </ul><p>Instructions</p> <h3 data-id="configure-syncro-integration">Configure Syncro integration</h3> <ol><li>Log in to Syncro, navigate to <strong>More > App Centre</strong>, and click on the IT Glue icon. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/28M94HCX02V6/apps-itg-software-inc.png" alt="Apps___ITG_Software_Inc_.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>On the next page, click <strong>Configure Integration</strong>. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/NW8XCK81H5LL/apps-itg-software-inc-2.png" alt="Apps___ITG_Software_Inc_-2.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Enter your IT Glue API key and click <strong>Continue</strong>. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/JL4RS134J0UV/itglue-settings-itg-software-inc.png" alt="Itglue_Settings___ITG_Software_Inc_.png" width="473" height="149" class="embedImage-img importedEmbed-img"></img></p> </li> <li>On the <strong>How it works</strong> page, click <strong>Start Syncing</strong>. Wait for the initial sync to complete. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/VA8ISA32YFHI/itglue-settings-itg-software-inc-2.png" alt="Itglue_Settings___ITG_Software_Inc_-2.png" width="473" height="112" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Map your Syncro Asset device types to your IT Glue configuration types in the <strong>Desktop</strong>, <strong>Laptop</strong>, and <strong>Server</strong> fields. Click <strong>Next</strong>. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/2CTLUR2CKOCD/itglue-settings-itg-software-inc-3.png" alt="Itglue_Settings___ITG_Software_Inc_-3.png" width="475" height="282" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Review that your IT Glue organizations are matched to your Syncro customer names and click <strong>Next</strong>. If they are not matched, you can manually update the name by clicking the refresh icon in the <strong>Change</strong> column. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/ELQS9FGC0DDD/itglue-settings-itg-software-inc-4.png" alt="Itglue_Settings___ITG_Software_Inc_-4.png" class="embedImage-img importedEmbed-img"></img></p> <img src="https://us.v-cdn.net/6032361/uploads/migrated/EXCB2WW12KM3/itglue-settings-itg-software-inc-5.png" alt="Itglue_Settings___ITG_Software_Inc_-5.png" width="474" height="163" class="embedImage-img importedEmbed-img"></img></li> <li>Check the <strong>Enable integration</strong> box and click <strong>Finish</strong>. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/A154UAB83COG/itglue-settings-itg-software-inc-6.png" alt="Itglue_Settings___ITG_Software_Inc_-6.png" width="479" height="87" class="embedImage-img importedEmbed-img"></img></p> </li> </ol><h3 data-id="configure-your-it-glue-integration">Configure your IT Glue integration</h3> <p>IT Glue talks to Syncro via API to monitor for devices so we can perform our routine sync. We recommend that you create a new Syncro "Master" account (preferably named <em>itglue</em>) with permission to view the assets for which you'd like to sync (settings should be in "Role" and "Scope").</p> <ol><li>Log in to IT Glue and navigate to <strong>Account > Integrations</strong>. Then, click on the green <strong>+ New </strong>button and then on the <strong>Syncro</strong> icon. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/R3KW3JCN01RL/choose-a-platform-to-sync-your-data-with-it-glue.png" alt="Choose_a_platform_to_sync_your_data_with___IT_Glue.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Enter your Syncro Fully Qualified Domain Name (company.syncro.com) and API key (your login credentials) and then click <strong>Connect</strong>. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/VSGS6TGR87TN/syncro-2.png" alt="syncro_2.png" width="474" height="317" class="embedImage-img importedEmbed-img"></img></p> <ol type="a"><li>To obtain the API Key, navigate to <strong>Administration > Users</strong> in Syncro. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/IZO6V97XDEP1/administration-itg-software-inc.png" alt="Administration___ITG_Software_Inc_.png" width="170" height="385" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Click on your username in the <strong>Users</strong> screen. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/X46EZAUNNFI9/administration-itg-software-inc-2.png" alt="Administration___ITG_Software_Inc_-2.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Scroll down to the bottom of the page, copy the API key, and paste it into IT Glue. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/76DH5XIUNFGT/administration-itg-software-inc-3-2.png" alt="Administration___ITG_Software_Inc_-3-2.png" width="454" height="533" class="embedImage-img importedEmbed-img"></img></p> </li> </ol></li> </ol><h3 data-id="sync-data">Sync Data</h3> <ol><li>From the <strong>Account Integrations</strong> screen, click <strong>Actions > Start Manual Sync</strong>. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/NFGF3X7CIJBT/integrations-it-glue.png" alt="Integrations___IT_Glue.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>When the sync is complete, the <strong>Status</strong> column changes from <strong>Syncing...</strong> to <strong>OK.</strong> </li> </ol><h3 data-id="organization-matching">Organization matching</h3> <p>IT Glue discovers organizations and configurations and tries to match them to data in your account. The matching logic can be found in the <em>Introduction</em> section of this article. Anything that isn't automatically matched will need to be manually actioned.</p> <ol><li>From the <strong>Account Integrations</strong> screen, find your RMM in the list and click on <strong>Actions > </strong><strong>Matching</strong>.</li> <li>In the <strong>Unmatched </strong>tab, review the unmatched organizations. <ol type="a"><li>If you're happy with a suggested match, click <strong>Accept Suggestion</strong> to accept it. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/6JAKD8FN2GMH/rmm-customer-unmatched-screen-accept-suggested-match-3-54-31-pm.png" alt="RMM-customer-unmatched_screen_accept_suggested_match_3.54.31_PM.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>If there is no suggested match, or it is incorrect, you can search for and choose a different organization using the <strong>Match To</strong> field.</li> <li>If no organization exists in IT Glue, you can choose to create an organization. You can also choose to ignore groups, which means they won't count as unmatched items in subsequent syncs.<br><div> <strong> Warning.</strong> Before creating an organization from the matching screen, ensure that no corresponding organization already exists, otherwise a duplicate will be created.</div> </li> </ol></li> <li>If any matches are incorrect, click on <strong>Actions > </strong><strong>Change Match</strong> and select a different organization to match to.</li> </ol><h3 data-id="configuration-matching">Configuration matching</h3> <p>Once all organizations have been matched, the same process should be followed for any unmatched configurations.</p> <ol><li>From the <strong>Matched</strong> tab, choose any organization that has unmatched configurations, click the <strong>Actions</strong> button, and select <strong>Match Devices</strong>. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/NLNZFWL9GDXQ/rmm-customer-matched-screen-match-devices.png" alt="RMM-customer-matched_screen_match_devices.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>For any unmatched configurations, you can either accept the suggested match, search for an IT Glue configuration by entering the name in the <strong>Match To</strong> column, or create a new configuration by clicking <strong>Actions > Create Configuration</strong>.</li> <li>Before you create configurations, first match any of the devices based on MAC addresses or serial number, for example, virtual servers. When you're done matching, you can create (in bulk or individually) any of the remaining devices coming in from your RMM. <div> <strong>Important.</strong> We don't recommend that you create configurations from your RMM if you'd like to then have them populate from IT Glue to your PSA. New items created from such data will not sync with your PSA unless you choose to do so manually by editing and saving each and every item. This is absolutely manual and is not recommended.</div> </li> <li>Repeat for each organization until all configurations are actioned.</li> </ol><p>Once everything is matched, the RMM setup is complete. At any time, you can come back to these instructions to discover and match new organizations and configurations from your RMM.</p> <h3 data-id="rmm-logic">RMM logic</h3> <p>Before an organization, site, location, or company in an RMM tool can sync with IT Glue to create an IT Glue organization, you must add at least one configuration to it. If there are none and the organization does not already exist in IT Glue from any other source, then it will <strong>not</strong> appear in IT Glue. In this case, you will need to create it manually.</p> <p>Only RMM companies that have at least one RMM record will sync into IT Glue.</p> <p>Related articles</p> <ul><li><a rel="nofollow" href="http://kaseya.vanillacommunities.com/kb/articles/aliases/itglue/hc/en-us/articles/360004938098">Overview of client onboarding steps</a></li> </ul> </article> </main>