Integrate Syncro with IT Glue

 Use this article as a guide to create and maintain an RMM integration with Syncro, which is their RMM solution. This gives you information about Manufacturer, Model, Serial No., IPs, and connected MAC Addresses in IT Glue.

It should only take about an hour to get up and running with your RMM. This is a rough estimate based on our experience with several partners who integrated with their RMM.


The Syncro sync described below will do the following:

  • Discovers all organizations and machines in Syncro
  • Matches Syncro organizations to organizations in IT Glue using the Syncro Company field
  • Suggests organizations based on name and pattern recognition
  • Matches devices to configurations in IT Glue using a MAC address or serial number
  • Suggests configurations based on exact name

    For more information about the device mappings, see RMM Field Mappings.

Prerequisites

  • Manager or Administrator level access to IT Glue.
  • 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.

The following information will ensure a successful Syncro integration. This includes:

  • Set up a secure connection
  • Configure an RMM
  • Enter your RMM credentials
  • Sync the information 
  • Organization matching
  • Configuration matching

   Secure connection and Configure the RMM

  • An SSL connection with a valid certificate (not self-signed) to your RMM is required.
  • 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" user account (preferably named itglue) with permission to view the assets for which you'd like us to sync (settings should be in "Role" and "Scope").

     

     Enter your RMM credentials

  1. Open IT Glue.

  2. Navigate to Account > Integrations and click +New.

    add_integrations.png

  3. Click the Syncro option.

    Select_Syncro.png

  4. Enter your Syncro Fully Qualified Domain Name (company.syncro.com) and sign-in credentials and then click Connect.


    syncro_2.png

Sync Data

By default, newly queued syncs are scheduled to take place one hour later.

  1. From the Account Integrations screen, click Actions and then Start Manual Sync to prioritize the sync to start sooner, if desired.

    Syncro_status.png

    start_manual_sync-1.png
     

  2. When the sync is complete, the status column changes from Syncing... to OK.

    Syncing_syncro.png

  3. The initial sync typically completes in under an hour and subsequent syncs will finish within minutes depending on how many new items you have.

Organization Matching

IT Glue discovers organizations and configurations and tries to match them to data in your account. The matching logic is at the top of this article. Anything that isn't automatically matched will need to be manually actioned.

  1. From Account > Integrations, find your RMM in the list and click on Actions and then Matching.

    Matchning_Meraki.png


  2. Start with the Unmatched filter to review unmatched organizations.

    syncro_unmatched_new.png

  3. If you're happy with a suggested match, click Accept Suggestion to accept it. 


    Accept_suggestion_new_syncro.png

    Or, you can search for and choose a different organization using the Match To column, or create an organization. You can also choose to ignore organizations, which means they won't count as unmatched items in subsequent syncs.

    create_organization_syncro.png


    Warning. If you don't see an organization, you can choose the Create Organization action to create (import) it. But make sure there is nothing to match first, so that you don't create a duplicate organization.

  4. Keep going through all your unmatched organizations until they are all matched.

  5. If you change your mind about any of the matches, click Actions, choose Change Match, and then manually search for and choose a different organization.

Configuration Matching

Next, go through the same process to match configurations as you did for organizations.

  1. To begin, click the Matched filter, pick a matched organization, and then choose the Match Devices action.

    match_devices.png

  2. You should first review your matched devices to see if everything looks okay.



  3. Next, click the Unmatched filter and start matching any remaining configurations until all are actioned (matched, ignored, or created).

    Syncro_device_matching_new.png

Before you create configurations, first match any of the devices that we couldn't match 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.

Important. 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.

Repeat for each organization until all configurations are actioned.

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.

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