HowTo: Integrate CyberHoot with SyncroMSP (Power Platform)

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This guide walks you through setting up and managing the CyberHoot–SyncroMSP integration using the CyberHoot Power Platform.

1. Generate API Token in Syncro MSP:

  • Go to your login name > Settings > API Tokens.
  • Click “Add New Token”.
  • Click on “Custom Permissions” and check:
    • Select All Contacts
    • Contacts – Import
    • Customers – List/Search
    • Customers – View Detail
    • Customers – Edit
  • Name the token (e.g., “CyberHoot”).
  • Scroll down and click on “Create API Token”.
    • Important: Copy the API Key so you can paste it on step 3 below.

2. Set Up Custom Fields in Syncro MSP:

  • Go to Settings > “Customer Custom Fields”.
  • Add a custom field named “CyberHoot -Customer-Id” (case sensitive) in the customer section.
  • Go to Settings > “Contact Cusom Fields”.
  • In the contact section, add a custom field named “CyberHoot-Trained” as a checkbox (default off).

3. Connect to CyberHoot via Power Platform:

  • On the Cyberhoot Power Platform, navigate to Admin > Integrations.
  • Select Syncro and click to connect.
  • Click on “Get Started”.
  • Enter the Syncro MSP domain URL and the generated API token from Syncro MSP.

 Example:

                  Syncro Domain URL: “https://MyMSP.syncromsp.com”
API Key: (Paste the API Key you generated)

  • Click “Connect to Syncro MSP”.

Please note:

4. Map Customers and Sync:

  • On the same page, click on “Map Customers”, this will map Syncro customers to CyberHoot customers.
  • Select the customers using the down arrow to synchronize the data and click on “Map Customers”.

Note: In the example below, the 3 bottom Syncro customers on the left were mapped to the chosen CyberHoot customers on the right.

  • Click on “Sync Now” to perform the first synchronization. The Sync Log will show you the status of the synchronization.

Note: When looking at the users within the CyberHoot’s customer now, it will show the user “Type” as “Syncro”.

5. Ongoing Management:

  • To train a user, ensure the “CyberHoot_Trained” checkbox is checked in Syncro MSP.
  • To exclude a user from training, uncheck the “CyberHoot_Trained” box.
  • Manage the mapping of new customers in CyberHoot as needed.

6. Removing a Customer:

  • In CyberHoot, go to Admin > Integrations and select Syncro.
  • Choose “Map Customers” and click on the “X” to remove the mapping on the selected customer.
  • When the customer is removed, click on “Map Customers” to update.
  • Choose “Map Customers” and click on the “X” to remove the mapping on the selected customer.
  • Choose “Sync Now” to complete the synchronization to remove the customer.

Note: When removing the customer using the steps above, you can easily add them back by mapping them back up.

7. Disconnecting Integration (If needed):

  • In CyberHoot, go to Admin > Integrations and select Syncro.
  • Choose “Disconnect”.

Note: Choose the option below carefully.

If you want to continue using CyberHoot without the integration with Syncro, choose “Disconnect & Set Local“. This will set all users to be locally managed within CyberHoot.

If you plan on archiving all users within CyberHoot after disconnecting, select “Disconnect & Archive“.

The post HowTo: Integrate CyberHoot with SyncroMSP (Power Platform) appeared first on CyberHoot.

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