PSA Data Export guide
Create Syncro API credentials for backup
Set up least-privilege Syncro read access using custom-permission API token, with tenant and regional details checked before backup.
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Before you create credentials
Sign in as an administrator authorized to create integrations. Decide who owns rotation and revocation. Confirm the account plan exposes the modules you need and use a dedicated integration identity rather than a person's everyday login.
Create the Syncro credential
Create a named token under Admin › API › API Tokens, choose read permissions, set expiration, and retain the tenant subdomain. The current native model is custom-permission API token. Follow the Syncro official documentation in the live tenant because labels, available scopes, and regional hosts can change.
Choose read access
Request read access only for tickets and ticket comments, customers and contacts, estimates and appointments, and invoices and payments. Do not grant create, update, or delete permissions when the vendor offers separate scopes. Some products attach visibility to the underlying user role even when a token itself exists.
Record connection details safely
Keep the credential secret together with the tenant identifier, subdomain or base URL, region/data center, expiration date, and granted scopes. Do not paste secrets into tickets, screenshots, source control, browser localStorage, or this marketing site.
Validate the connection
Call a harmless documented read endpoint, confirm the expected tenant, then list a small sample from each selected record group. Record permission failures and unavailable modules. Use Custom Permissions rather than granting an unnecessarily broad token; preserve the Syncro subdomain and token expiration date.
Rotate or revoke access
Create the replacement first, validate it, update the consuming application through its secret store, then revoke the prior credential. Recheck scheduled captures after a role, license, region, or owner changes.
Plan your independent PSA archive
Keep source history available after your move. Join the waitlist for invitation-only BackupPSA access, or contact us about your platform.