Try it on your Syncro data and decide what is written back
Connecting on its own changes nothing in Syncro.
For the free trial: card up front. We email you the exact amount three days before the first charge, and you can cancel anytime during the trial.
What does Current add to Syncro?
Current is a project delivery and CRM platform that runs on top of Syncro instead of replacing it. It reads your Syncro customers, tickets, estimates, recurring invoices and time, then adds project scheduling, pipeline, business reviews and dashboards, and writes the work your team allows back to Syncro.
The PSA stays the system of record. It just stops being the place everyone has to live all day.
What syncs with Syncro
Syncro has no project record, so a Current project is a Syncro parent ticket and its tasks are the child tickets under it. Each row is a record type and which way it moves.
| Syncro record | Direction | What moves |
|---|---|---|
| Projects as parent and child tickets | DirectionTwo-way | What movesCurrent tracks the parent tickets it created and the ones an admin picks. Nothing is adopted for you unless you turn on the rule for the Project issue type. |
| Customers | DirectionTwo-way | What movesName, email, phone, address and custom fields move both ways; the most recent edit wins. |
| Contacts | DirectionTwo-way | What movesSaving a contact in Current sends it to Syncro right away, its address included. |
| Leads | DirectionTwo-way | What movesLeads in a sales status, or with an amount above zero, become opportunities in your Current pipeline. |
| Tickets | DirectionRead into Current | What movesEach customer's tickets fill the company page, reports and business reviews. A finished ticket counts as closed. |
| Time entries | DirectionTwo-way | What movesTime logged in Current is written to Syncro as a timer entry against a Labor product; Syncro time is read back. An invoiced entry is never changed. |
| Estimates | DirectionRead into Current | What movesRead in as quotes. An approved estimate becomes a project with its charges in a few guided steps. |
| Contracts and recurring invoices | DirectionRead into Current | What movesMonthly recurring revenue is read from the recurring invoice schedules, each line on its own billing frequency. Never written. |
| Invoices | DirectionRead into Current | What movesThe invoice lines behind account profitability. Never written. |
| Appointments | DirectionRead into Current | What movesBusy blocks for the scheduler. An appointment whose type reads like time off becomes time off. |
| Users | DirectionRead into Current | What movesYour staff, matched to Current users by email. |
What Syncro stays in charge of
Syncro stays the source of truth for tickets, time, billing and invoicing. Current works on top of it and never replaces it.
Connect Syncro in 5 steps
A tenant admin connects Syncro once, from Settings, Integrations, with a Syncro administrator login at hand.
Step 1: Make a security group for Current
In Syncro, go to Admin, Syncro Administration, Security Groups, create a group named Current, and give it Ticket Parent-Child, Edit. Current builds projects as parent and child tickets, so this permission is required.
Step 2: Turn on parent and child tickets
Go to Admin, Tickets, Preferences and turn on parent/child tickets and ticket due dates. This account-wide setting is separate from the permission above, and both are needed.
Step 3: Create a user named Current
Add a user named Current to that group. Every Syncro API token belongs to a person, so a dedicated user keeps your technicians' names off the records Current writes.
Step 4: Create the API token as that user
Signed in as the Current user, open Profile, API Tokens, New Token, choose Custom Permissions and tick the permissions Current lists (customers, tickets, ticket timers, estimates, contracts, recurring invoices, invoices, leads, appointments and products). Syncro shows the key once.
Step 5: Connect in Current and start the first sync
Open Settings, Integrations, Syncro, enter your subdomain (the first part of yourcompany.syncromsp.com) and the token, run the test and save. Then start the first sync. Time is logged against a Labor product, so keep at least one in Syncro.
Connect Syncro in your trial
For the free trial: card up front. We email you the exact amount three days before the first charge, and you can cancel anytime during the trial.
What you get on day one with your Syncro data
Start a trial, connect Syncro, and these modules fill from the records it already holds. Every module is included in the seat: one module or all of them, same price.
Sell
CRM + pipeline, Whitespace, Campaigns + sequences, Commissions
Deliver
Projects, Roadmaps, Time + timesheets
Support
Client portal
Run the business
Billing + finance
Grow accounts
QBR + SBR, Customer success, Dashboards, Reporting
The Service Desk and Dispatch are in Beta and switched on for a workspace by Current's team on request.
Quoting tools that work with Syncro
Approved estimates land in Current's Won quotes list, and a wizard turns each into a project with its charges.
- Syncro estimates: You tell Current once which product categories are recurring, one-time and labor, and every estimate classifies itself from that mapping.
Limits of the Syncro connection
What to know before you connect.
- Syncro does not publish technician cost rates over its API, so an admin enters them in Current for margin and profitability.
- There is no live per-ticket detail read and no task picklists from Syncro.
- Syncro has no phases. Current groups a project's tasks in one container named Tasks, which exists only in Current.
- Large accounts take a while on the first sync, because Syncro's API budget is shared and Current paces itself.
- A passing test proves the token, not every permission. A permission you missed shows at the first sync as a named gap on Sync health.
- Two-way ticket sync between Current's Service Desk and Syncro is built but runs in test only until it is proven on a live Syncro account.
The questions MSPs ask first.
Does Current replace Syncro?+−
No. Current is not a PSA. Syncro keeps tickets, contracts, time and invoicing, and Current adds the CRM, project scheduling, business reviews and dashboards on top, with a two-way sync between the two.
Can I do project management on Syncro?+−
Yes, with Current. Syncro has no project record, so a Current project is a Syncro parent ticket and each task is a child ticket under it. Current tracks the parent tickets it creates and the ones an admin picks from the Projects from Syncro list.
Does Current write to Syncro billing?+−
No invoices and no contracts: contracts, recurring invoices and invoices are read only. Current writes time as timer entries against a Labor product, and an entry Syncro has invoiced is never changed.
What do I need to connect Syncro?+−
A Syncro security group named Current with Ticket Parent-Child, Edit, parent and child tickets turned on for the account, a user named Current in that group, a custom-permission API token created as that user, at least one Labor product, and your Syncro subdomain.
Where does Current read Syncro recurring revenue from?+−
From the recurring invoice schedule lines, converted to a monthly figure using each line's own frequency, so an annual line is divided by twelve.
Why do I need to enter cost rates for Syncro?+−
Syncro does not publish a technician's internal cost rate over its API. An admin enters each person's cost rate in Current, and margin and profitability read from there.
See Current on a real book of business.
The demo walks through the pipeline, the dependency engine, the AI briefs, and how time flows straight into your PSA billing.