Setting up the Syncro Integration

  • Updated

Before starting to connect an integration, please read:

The Syncro integration allows you to sync over:

  • Companies
  • Contacts
  • Assets

You will need from Syncro:

  • API key (make sure you have the correct permissions)
  • Domain (example: exampleco.syncromsp.com)

Permissions needed from Syncro

When creating the key in Syncro, you will need to allow the Hudu Integration some permissions:

  • Assets - View Details
  • Assets - List/Search
  • Customers - List/Search
  • Customers - View Detail
  • Contracts - List/Search

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Matching

Before contacts and configurations will be added into Hudu, you must have an Asset Layout for both of them already created. Make sure the Asset Layout is active. Otherwise, the Asset Layout will not be displayed in the companies.

Matching companies

Hudu's import works in two stages. First, Hudu will look for companies to match in to Hudu. We will attempt to match them with companies already in the system. Then, you will need to match companies before attempting to bring in any company information.

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