HowTo: Integrate CyberHoot with SyncroMSP (Power Platform)

HowTo: Integrate CyberHoot with SyncroMSP (Power Platform)

This guide walks you through setting up and managing the CyberHoot–SyncroMSP integration using the CyberHoot Power Platform.

1. Generate API Token in Syncro MSP:
  1. Go to your login name > Settings > API Tokens.
  2. Click "Add New Token".
  3. Click on "Custom Permissions" and check:
    1. Select All Contacts
    2. Contacts - Import
    3. Customers - List/Search
    4. Customers - View Detail
    5. Customers - Edit
  4. Name the token (e.g., "CyberHoot").

  1. Scroll down and click on "Create API Token".
    1. Important: Copy the API Key so you can paste it on step 3 below.

2. Set Up Custom Fields in Syncro MSP:
  1. Go to Settings > "Customer Custom Fields".
  2. Add a custom field named "CyberHoot -Customer-Id" (case sensitive) in the customer section.
  1. Go to Settings > "Contact Cusom Fields".
  2. In the contact section, add a custom field named "CyberHoot-Trained" as a checkbox (default off).

3. Connect to CyberHoot via Power Platform:
  1. On the Cyberhoot Power Platform, navigate to Admin > Integrations.
  2. Select Syncro and click to connect.
  3. Click on "Get Started".
  4. Enter the Syncro MSP domain URL and the generated API token from Syncro MSP.
                  Example:
                  Syncro Domain URL: "https://MyMSP.syncromsp.com"
                  API Key: (Paste the API Key you generated)
  1. Click "Connect to Syncro MSP".
Please note:

4. Map Customers and Sync:
  1. On the same page, click on "Map Customers", this will map Syncro customers to CyberHoot customers.
  1. Select the customers using the down arrow to synchronize the data and click on "Map Customers".
Note: In the example below, the 3 bottom Syncro customers on the left were mapped to the chosen CyberHoot customers on the right.

  1. Click on "Sync Now" to perform the first synchronization. The Sync Log will show you the status of the synchronization.

Note: When looking at the users within the CyberHoot's customer now, it will show the user "Type" as "Syncro".

5. Ongoing Management:
  1. To train a user, ensure the "CyberHoot_Trained" checkbox is checked in Syncro MSP.
  2. To exclude a user from training, uncheck the "CyberHoot_Trained" box.
  1. Manage the mapping of new customers in CyberHoot as needed.

6. Removing a Customer:
  1. In CyberHoot, go to Admin > Integrations and select Syncro.
  2. Choose "Map Customers" and click on the "X" to remove the mapping on the selected customer.
  1. When the customer is removed, click on "Map Customers" to update.
  2. Choose "Map Customers" and click on the "X" to remove the mapping on the selected customer.
  3. Choose "Sync Now" to complete the synchronization to remove the customer.
Note: When removing the customer using the steps above, you can easily add them back by mapping them back up.


7. Disconnecting Integration (If needed):
  1. In CyberHoot, go to Admin > Integrations and select Syncro.
  2. Choose "Disconnect".

Note: Choose the option below carefully.

If you want to continue using CyberHoot without the integration with Syncro, choose "Disconnect & Set Local". This will set all users to be locally managed within CyberHoot.

If you plan on archiving all users within CyberHoot after disconnecting, select "Disconnect & Archive".

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