Prepare for a switch
Keep useful Syncro history available while teams learn a replacement system.
MSP PSA · Vendor guide hub
Syncro export, import and migration guides
Explore native tools for moving Syncro records, preparing a usable archive and recovering deleted information.
Scope here is Syncro PSA/helpdesk/billing records; endpoint and RMM device backup belong to a separate product.
Choose a native Syncro workflow
Work through an outage
Look up a previously captured ticket, customer, or billing record while the source is unavailable.
Review an absent record
Open the last captured version of a record after it no longer appears in a later successful backup.
Records to assess
Syncro business-record context
- Tickets and ticket comments
- Customers and contacts
- Estimates and appointments
- Invoices and payments
Syncro exposes more than 30 API entities; each must be checked independently instead of treating one report as an account archive.
Backup preparation
- Create custom-permission API token using least privilege.
- Add the tenant, region, or subdomain details described in the credential guide.
- Validate the connection and choose supported record groups.
- Run a manual backup, then review collection results before relying on the snapshot.
Plan the full data lifecycle
Choose a native export method, check the destination importer, and validate a sample before cutover. Preserve readable source history for later client questions.
Invitation only
Keep Syncro history within reach
BackupPSA is invitation only. Join the waitlist and we’ll contact you about your invitation.