Configure API Connection to Your PSA

1 - Configure the API connection to your PSA

Connect Sync 365 to your PSA so it can retrieve your customer companies, products or services, and agreements or contracts.

First sign-in: use the setup wizard

Prepare the API credentials for your PSA using the provider instructions below. In Step 1: Connect Your PSA:

  1. Choose PSA Type.
  2. Enter the fields shown for that PSA. ConnectWise requires Company ID, ConnectWise URL, Public Key, and Private Key.
  3. Select Test and Add Credentials.
  4. Wait for validation. A successful connection advances the wizard to the Microsoft Partner step and shows a success message.

The setup wizard after successfully connecting the PSA.

The success message confirms the PSA was saved. Moving between wizard pages with Next is not the same as saving a connection.

If you have already left the wizard, open Tools > Integration Settings > PSA Tools and select Add PSA Tool. Enter the credentials for the chosen PSA and select Test and Add Credentials. Continue setup also links back to the connection settings.

Prepare credentials for your PSA

Use the relevant provider section below. After the connection succeeds, continue with your Microsoft Partner account.

Connectwise Manage

Step 1: Prerequisites

Ensure you have admin or user management permissions in ConnectWise Manage. 

If you self-host ConnectWise and restrict IP addresses or geolocations, make sure to whitelist all IP addresses that Sync 365 may use. IP Addresses to Whitelist

You may either create API keys on an existing user, or you can create a specific API Member account. We recommend using an API member account for tracking and auditing purpose so we will document the process of using a new API user.

Step 2: Creating a New API Member

  1. Log in to ConnectWise Manage.

  2. Navigate to System> Members.

  3. Click on the API Members tab.

  4. Create a new API Member with the following details:

    1. Member ID: S365

    2. Member Name: Sync 365

    3. Role ID: Use "Admin" for simplicity, or create a custom security role with the following permissions:

      1. Custom Role: or you can create a security role with the following access in system> Security roles:
      2. Set the security role permissions as follows
        HeaderItemAccess Level
        CompaniesCompany MaintenanceInquire - All
        CompaniesContactsAdd/Edit/Enquire - All
        FinanceAgreement InvoicingInquire - All
        FinanceAgreementsAdd/Edit/Inquire - All
        FinanceInvoicingInquire - All
        ProcurementProduct CatalogInquire - All
        ProcurementProductsInquire - All  
        Service Desk (for notifications)Service TicketsAdd/Inquire - All
        SystemTable SetupEdit/Inquire - All

      3. Note on Finance - Agreements: If you restrict the agreement types that are allowed access, ensure that any potential parent agreement type is also included.
      4. Note on System Table Setup: You must ensure that these options are selected as a minimum if you are going to restrict access: Agreements/Agreement Type, Agreements/Batch, Contacts/Contact Type, Service/Priority, Service/Service Board, Service/SLA
    4. Under API Members, set the Department to Admin (or another department without restrictions).

    5. Set your Location as required.

    6. Save the API member.

  5. Navigate to the API Keys tab and click + to create a new API key.

  6. Provide a description (e.g., "S365") and click Save.

  7. Note down the public and private keys. You won't be able to access the private key again after saving it.

Step 3: Adding ConnectWise to Sync 365 License

  1. Log in to Sync 365 License athttps://sync.s365l.com
  2. Click on Tools> Integration Settings 
  3. Select Add PSA Tool under PSA Tools
  4. Select Connectwise as the PSA Type
  5. Enter in your company ID

  6. Enter the ConnectWise URL:

    1. For Australia: api-aus.myconnectwise.net

    2. For Europe: api-eu.myconnectwise.net

    3. For North America: api-na.myconnectwise.net

    4. For self-hosted ConnectWise: Use your self-hosted URL.

  7. Enter the public and private keys obtained from ConnectWise Manage.
  8. Select Test and Add Credentials
  9. The platform will verify the details and retrieve your customers, agreements, and products.

Autotask PSA

Step 1: Creating an API User

  1. Follow the Autotask instructions for –Adding or editing an API user (autotask.net)
    1. Navigation: Autotask menu>Admin>Account Settings& Users>Resources/Users (HR)>Resources/Users>New>New API User.
  2. Ensure you select Sync 365 License from the Integration Vendor dropdown
  3. Assign a default system API level to the API user. 
    1. If you need additional security, ensure the user has the following permissions:
    2. Navigation: Autotask menu>Admin>Account Settings& Users>Resources/Users (HR)>Security> Security Levels
    3. HeaderItemPermissions
      ContractsContractsView - All, Add - Yes
      ContractsCan modify Service/Bundle on contract chargesSelected
      ContractsContract VisibilityFull
      CRMCustomer& CancellationsAll
      CRMAccountsAdd - Yes, Edit - Yes
      CRMContactsAdd - Yes
      InventoryItemsView - All
      InventoryProductsView - All
      InventoryProduct notes editAdd - Yes, Edit - All 
      AdminAccounts& ContactsSelected
      AdminProducts, Services& InventorySelected
      AdminContracts& Un-PostingSelected
      Service DeskTicketsView - All, Add/edit - Yes
      Web Services APICan login to Web Services APISelected
  4. Generate aKey andSecret
    1. Record these details to enter later


Step 2: Adding Autotask to Sync 365 License

  1. Log in to the Sync 365 portal atsync.s365l.com 
  2. Click on Tools> Integration Settings
  3. Select Add PSA Tool under PSA Tools
  4. Select Autotask as the PSA Type
  5. Enter the Username and Secret for the API user.
  6. Select Test and Add Credentials
  7. The platform will verify the connection and then retrieve the latest data from Autotask.

HaloPSA

Note: Halo is currently supported for automated azure billing only.

Step 1: Creating an API User

  1. Open Configuration > Teams & Agents > Agents
    1. Create a new Agent to use with the API
    2. Suggested settings:
      1. Username: Sync365
      2. Roles: Administrator
      3. Tick Account active
      4. Tick Is an API-only Agent
      6. Save the user
  2. Open Configuration > Integrations > HaloPSA API
    1. Note the url in Resource Server
    2. Note the "tenant" as well
    3. Click View Applications
    4. Create a New application
      1. Name: Sync 365
      2. Authentication Method: Client ID and Secret
      3. Login type: Agent
        1. Select the Agent you previously created (Sync 365)

        2. Copy the Client Secret
      4. Click the "Permissions" tab
        1. We need the following permissions (Or use "all")
          1. read: customers
          2. read and edit: contracts
          3. read: items
          4. read and edit: quotes
          5. read and edit: sos
          6. read and edit: invoices
          7. read and edit: softwarelicensing
          8. read and edit: software
      5. Click save to create the app

Step 2: Adding HaloPSA to Sync 365 License

  1. Log in to the Sync 365 portal at sync.s365l.com 
  2. Click on Tools> Integration Settings
  3. Select Add PSA Tool under PSA Tools
  4. Select Halo as the PSA Type

  5. Enter the tenant:

  6. Enter your resource URL (we will remove https etc if it is entered)

  7. Enter the ClientID and Secret for the API application.
  8. Click Test and Add Credentials
  9. The platform will verify the connection and then retrieve the latest data from Halo.


Follow these instructions carefully to ensure a smooth setup of your PSA integration with Sync 365. 

If you encounter any issues, double-check your permissions or contact support (support@sync365license.com) for further assistance.

Continue to the next page after successfully adding your PSA.

Continue to configure your Microsoft Partner Account