Syncro

What You'll Need

• Access to retrieve Syncro API credentials.
• Admin or super-admin user role within Hudu.

Integration Features

• Companies
  • Create client spaces within Hudu directly from your Syncro companies, or seamlessly merge them into existing (already-created) client spaces
• Contacts
  • Pull contacts directly from Syncro and easily sort into an asset layout of your choice ("People", "Contacts", "Company A employees", etc.)
• Assets
  • Pull asset information from Syncro; sorted into asset layouts based on set sort rules and your primary sync location(s)

What Hudu needs from Syncro

• Syncro Domain
• API Key

Obtaining the Syncro Information

• Navigate to your Syncro instance.
• Copy the Syncro domain and paste it into Hudu.
  • This should follow the format: instancename.syncromsp.com
  • Do not include "HTTPS:" or any "/"
• To obtain the API key:
  • In the top toolbar, click on your profile picture >> settings.
  • Scroll to the bottom of the page. On the left-hand side, you should see API tokens.
  • Select New Token.
  • There is a pre-built configuration for Hudu. Find this in the list and click Create Token.
• Name the token and ensure that all permissions are enabled. 
• Click Create API Token.
• Paste this token into the Syncro integration API Key field within Hudu.

• Save the settings.

Enabling the Syncro Integration

• Integrations can be enabled at any time, during Hudu environment testing or in production.

• Once enabled, integrations can be merged into existing documentation based on predefined rules.

• This allows you to configure the integration upfront or connect it later as needed.

• To enable the Syncro integration:

  • Navigate to the Hudu admin area (Admin → Integrations).

  • Select Syncro from the list.

Setting up the Integration in Hudu

Step 1. Connect to Syncro

• Enter your Syncro domain
• Enter your Syncro API Key
• Select Default Asset Layout
  • Choose asset layouts (must be active) from the list to designate as the default asset layouts
  • These asset layouts will store information that is pulled in but not explicitly mapped  to another asset layout via sort rules
  • The Syncro integration requires a default asset layout for Contacts and Assets

• Select any asset types to skip (optional)
• Select any additional options:
  • Auto-update names of Assets - If name is changed in Syncro, the name will automatically be updated in Hudu
  • Do not update basic company details - This will prevent the company details from being changed in Hudu if they are changed in Syncro
• Save the settings

Step 2. Test connection and run an initial sync

• On the integration overview page, click Test Connection
• If successful, start an initial sync to bring in Syncro companies

Step 3. Match Syncro Customers

• Before customer from Syncro can be brought into Hudu, they must be matched to:

  • Existing companies in Hudu, or

  • New companies you create in Hudu

• Hudu recommends matching one client first for testing to ensure data imports correctly

• When the integration runs successfully for the first time:

  • Clients from Syncro are imported

  • They appear in the Matched Companies List for the integration

• Navigate to Hudu Admin → Integrations → Syncro

• Open the integration and click Match Companies

• Review the list of companies and choose one of the following options:

  • Bulk create and/or match all companies

  • Match a company to an existing Hudu company

  • Create a new matched company in Hudu from a Syncro company

  • Leave a company unmatched (it and its data will not be imported)

• After matching companies, re-run the integration import to populate data for the matched or newly created companies

Step 4. Choose where Syncro data will fill

• Add Sort Rules

  • Sort Rules determine how data types from Syncro are mapped to asset layouts in Hudu

  • They let you define specific rules that control where each asset type is placed

  • Any asset types imported without an assigned Sort Rule will automatically be placed into the default asset layout

  • Asset layouts used for Sort Rules can be created ahead of time in the Hudu admin area (Admin → Asset Layouts) and must be marked as Active

  • You can also create new asset layouts directly from this section if needed

• Save the settings and stop/start your integration sync again to reflect the changes

FAQ