Create shortcuts from PSA direct to Sync365 company

We have 2 links that you can create with variables that allow you to link to Sync 365 from your PSA.

1. Link to the company in Sync 365

2. Trigger a contact sync for the company in Sync 365

Get your User ID:

For this you will need to know your UserID with Sync365. You can find this by logging in and going to Tools > Settings.

Your UserID will be displayed in the top right of this page.

Create an API key: Required for triggering contact sync

In Tools and Logs > Settings you will have a "Generate API Key" button.

Click on this to create a new API Key (you can have a max of 10).
Copy this Key as it will be used later and you will not be able to retrieve it again.

Connectwise

You will need admin permissions in Connectwise to set this up.

1. Open System > Setup tables
2. Open the table named "Links"
3. Add a new link
   1. Open company in Sync 365
      1. Name the link what you would like, for example: "Open in S365"
      2. Set the Table reference to "Company"
      3. Set the link definition to the following and put your user id where it says <yourUserID>:
         https://sync.s365l.com/user/openCompany?user_id=<yourUserID>&id=[companyrecordid]
      4. Save   
4. Add a new link again 
   1. Trigger a contact sync
      1. Name the link what you would like, for example: "Sync Contacts from Microsoft"
      2. Set the Table reference to "Company"
      3. Set the link definition to the following and put your user id where it says <yourUserID>: and put your API Key where it says <APIKey>
         https://sync.s365l.com/user/contactSync?user_id=<yourUserID&id=[companyrecordid]&apikey=<APIKey>
      4. Save

Now when you open a company in Connectwise, you will have these option in the Links menu

Autotask

These links are called LiveLinks in Autotask. (Documentation available here: https://ww1.autotask.net/help/Content/4_Admin/3Automation/AutoformsLiveLinks/LiveLinks/CreateLiveLink.htm)

You will need admin permission to set these up. Autotask originally only gave the owner access to live links and the owner needs to provide access to other users to configure live links.

1. Open the Autoforms Designer page by going to   > Admin > Automation > AutoForms & LiveLinks
2. Click LiveLinks Designer 
   1. If this is missing, you do not have permissions to access it and will need the Autotask owner account to grant this from the same location. Or contact Autotask support

3. From the main screen of the Autotask LiveLink Designer, click New to create a new LiveLink

   1. Complete the following fields:

      LiveLink Name: Open in Sync 365

      Label: Open the company in Sync 365

      Active: Checked

      Category: Accounting

      LiveLink Application Name: Leave blank

      Entity: Organizations

      Base URL: https://sync.s365l.com/user/openCompany

      QueryString Values: ?user_id=<yourUserID>&id=<COMPANYID>

4. Add another livelink for contact sync
   1. Complete the following fields:

      LiveLink Name: Sync Microsoft Contacts

      Label: Sync the Microsoft contacts to Autotask

      Active: Checked

      Category: Tech tools

      LiveLink Application Name: Leave blank

      Entity: Organizations

      Base URL: https://sync.s365l.com/user/contactSync

      QueryString Values: https://sync.s365l.com/user/contactSync?user_id=<yourUserID&id=[companyrecordid]&apikey=<APIKey>

5. These live links will now be available on the organization screen