Step 1: Understand Integrations & Marketplace Apps

An integration is a connection between two systems that allows them to work together seamlessly. This can involve syncing data, automating workflows, or enabling additional features or services automatically as license counts change.

A marketplace app is an integration that Syncro resells, and many of these work with Universal Billing so you can pass these charges along to your clients for the additional features or services. 

Integrating Syncro with other systems can improve your operational efficiency, enhance service delivery, and ultimately drive growth for your business. More specific benefits include:

• Improved Financial Management: An accounting platform like QuickBooks or Xero allows for automatic syncing of invoices, expenses, and payments. This simplifies bookkeeping, enhances financial reporting, and eases tax preparation.
• Enhanced Security: Systems like Threatdown and Bitdefender help you deliver comprehensive security, increase profitability, and give your clients the peace of mind they deserve.
• Workflow Automation: Tools like Zapier can automate workflows between different applications, reducing the need for manual data entry. This minimizes errors and saves time.

Both Integrations and Marketplace Apps can be found in the Syncro App Center, which you'll find under Admin > Integrations - App Center. You set up integrations and marketplace apps the same way; you'll have the opportunity to do this in Step 5.

 Navigate to the Syncro App Center and explore the full list, noting any that you might want to set up later.

Step 2: Consider Popular Marketplace Apps 

The following marketplace apps and integrations are popular choices for both MSPs and internal IT teams because it allows you to bring even more third-party data and functionality into Syncro, making Syncro the hub of your business.

• Acronis: Delivers fast, reliable, and automated backup and recovery for servers, workstations, and cloud workloads—all managed from a single console. It ensures business continuity by protecting data across any environment and restoring it in minutes, minimizing downtime and eliminating complexity.
• Bitdefender: Provides a robust, multi-layered defense against a wide range of cyber threats, including sophisticated malware and ransomware with minimal impact on system performance.
• Proofpoint: Proofpoint Essentials provides enterprise-class protection against spam, phishing, business email compromise (BEC) and imposter emails, ransomware and malware.
• Splashtop: With Splashtop Work From Home, you can give your End Users consistent, reliable access to their devices through Syncro's End User Portal. Or, add Splashtop SOS so your Technicians can give assistance to End Users using instant, on-demand access to devices.
• Threatdown: Threatdown gives you a single, multi-tenant dashboard to manage all your clients' security, from endpoint protection to advanced threat hunting. 

 Choose one of the marketplace apps that you want to work with in the next few steps. We'll be using Proofpoint as our example.

Step 3: Consider Popular Integrations

• IT Glue: Centralize, organize, and automate the management of IT information like configurations and procedures so you can reduce time spent searching and increase productivity by standardizing processes.
• Zapier: Build workflows that connect different online tools based on triggers and events to automate repetitive tasks and reduce human error. 
• Twilio: Gain more control over inbound SMS through multiple in/outbound numbers, custom autoresponders, and automations based on your needs.
• Domotz: Monitor, manage, track, troubleshoot, and resolve issues with your network and devices.
• ScreenConnect: Control assets, copy session details into Tickets, and make remote support a breeze.

 Choose an integration you want to set up in the next few steps, or come back to later.

Step 4: Know the Prerequisites

• Setting up an integration must be done by a Global Administrator.
• Depending on the integration you choose, there may be additional prerequisites. 

 If you haven't already, open your selected marketplace app's documentation hyperlink from Step 2 into a new browser window. Make sure you understand any other prerequisites before continuing.

Step 5: Set Up an Integration

Setting up an integration is easy. Just follow these steps:

1. If you're not already there, navigate to Syncro's App Center as described in Step 1.
2. Use the search bar and/or click a category link to filter the list and easily locate the integration/marketplace app you're interested in:
   
3. Click on its App card. 

 Follow the instructions displayed on the page (and in the detailed documentation for your integration) to set up the integration. If you don't have time now, block some time on your calendar to come back to this.

Step 6: Leverage Universal Billing

Once you've set up a marketplace app, you can easily configure Universal Billing to charge your clients for supported marketplace vendors through Syncro's Recurring Invoices feature.

First, on the App card you'll see a toggle for Universal Billing. Switch it to the On position:

Enter your credentials: either API keys or a username/password:

Then use the Customer Mapping tool to map Vendor Customers to Syncro Customer Organizations:

The Vendor Usage Report helps you verify which SKUs and quantities of each vendors' products your clients are using:

Finally, create (or edit an existing) Recurring Invoice to add a Vendor Usage Counter for the app:

 Create a new Recurring Invoice with the Vendor Usage Counter line item type. (Bonus: Read up on Universal Billing.)