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CyberCNS supports SyncroMSP PSA integration to add value using existing ticketing system functionality. It can be used to notify and manage security assessments reported by CyberCNS. |
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This screen will likely change as we add more integrations. |
Navigate to Global Settings(⚙🌐) > Integrations and choose SyncroMSP from the integrations listed here.
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In the depicted image, can add credentials for your SyncroMSP Instance instance. Please provide details as requested.
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Enter Credential Name: Choose a name of your choice for the credential to be added.
Enter Domain: Enter the SyncroMSP Domain for the credential to be added. i.e.
xxxxx.syncromsp.comEnter API Key: Enter the API Key key for the credential to be added.
The below image shows the API Permissions permissions required by CyberCNS for API users in SYNCROMSP. Once these permissions are set correctly for API users, CyberCNS will be able to capture required data for companies/customers & ticketing and tickets from SyncroMSP.
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Once all the above details are provided, SAVE the data. Likewise, you can add multiple credentials in this section using the '+' sign.
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When the credentials are added, an option to add the default template is seen.
Instead of selecting each time for ticket creation in the integration action, we can add a default template here for a particular integration.
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In the Default template, Select status for Ticket Creation, Select Status For Ticket Closing, Priority Id, Problem Type, Tech User, and Select Ticket Form.
Click on Save once all the fields are selected.
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Company Mapping
The next step is to map local companies in CyberCNS to SyncroMSP companies corresponding to the selected domain.
In New Company Mapping, choose the SyncroMSP Credential of your choice from the dropdown.
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One of these two options could be selected,
🔸Bulk Import Companies from SyncroMSP:- To import multiple companies at a time.
🔹 Map Individual Existing Company to Local a SyncroMSP company:- To map an existing company to the SyncroMSP company.
To import multiple companies from SyncroMSP, choose Bulk Import Companies from SyncroMSP, and click on Next.
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The company can be searched in the below image using the search option given.
The Page value shows the number of pages that can be displayed as a search result.
Click on Get Companies to show the list of the companies as requested in the search column.
Once searched as per the choice or the requirement it displays the search result in the Select Companies dropdown.
In case you want to manually search the company, can simply click on the drop-down of SyncroMSP Companies and it will list all companies available under SyncroMSP.
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In case the local company is already created to be mapped with SyncroMSP company, then select Map Individual Existing Company to Local a SyncroMSP company and click on Next.
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As shown in the below image, select the Local company and SyncroMSP company by using a dropdown or with the search bar as per the requirement.
Once the company is selected click on ‘+' Add to select the company and click on Finish to map all the selected SyncroMSP companies.
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In the below image, selected companies can be seen with the details such as Integration Name, Source Existing Company Name, Destination Company Name, and Mapping Mapped Date.
There is an option to Delete the integration mapping using the Action column. Any company mapping can be deleted if needed.
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Confirmation of Delete will be asked. In the Delete message Dialog Box click on Yes to remove the company from the mapping list. Successful deletion is indicated by, Removed Successfully, message.
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This completes the documentation of SyncroMSP Integration.