Use this article as a guide when integrating your account with Syncro.
At any time, you can come back to the Integrations page (Settings > Integrations) to make changes to the integration.
The field mappings are set up automatically when you follow the instructions below. For more information, take a look at this article.
Prerequisites
API Token has been created for Quoter with the permissions required for the Quoter Syncro Integration. See our Syncro API Token KB article for more information.
Integration Overview
When a Quote or Person is created in Quoter, the Person information will be pushed as a Syncro Customer or Contact. The Customer/Contact will be matched by email.
When a Quote is created or updated in Quoter, the Quote information will be pushed as a Syncro Estimate.
When a Quote is accepted in Quoter, the associated Syncro Estimate can be converted into a Syncro Invoice, or this option can be disabled.
Depending on how Syncro is configured for you, you can opt to include taxes in the Line Item Totals pushed from Quoter (UK standard) or not (USA standard).
Integration Limitations
Due to Syncro API limitations, Quoter is unable to support the following:
Customers: Unable to retrieve country and state/province when using Person Search. Country will default to the country set on the account address.
Estimates:
Unable to associate a Contact (an Estimate will only be associated with a Customer)
Unable to push Taxes
Unable to upload the Quote PDF as an Attachment
Vendors: Search results are not guaranteed if you have over 100 Vendors.
Setup Instructions
Navigate to Settings > Integrations to select Syncro under Professional Services Automation (PSA):
You'll be navigated to the Add Syncro Integration dialog that will allow you to enter your credentials before clicking Connect to Syncro:
Once connected to Syncro, you can choose to enable Push to Syncro Products & Vendors under Product Settings. Enabling this will create a Syncro Product and Vendor when a Line Item is pushed.