Syncro — Migration Support Overview
Role in migrations
- Staff (HD): supported as both (source and target).
- Company (HD): supported as both (source and target).
- Contact (HD): supported as both (source and target).
- Ticket (HD): supported as both (source and target).
Field-level support migrating FROM Syncro (Ticket)
| Field | Supported |
| Requester | Yes |
| Company | Yes |
| Assignee | Yes |
| Group | No |
| Attachments | Yes |
| Comments | Yes |
| Tags | No such field in platform |
| Custom fields | Yes |
| CC | No |
| First Response Time | No |
| Created date | Yes |
| Updated date | Yes |
| Closed date | No such field in platform |
Field-level support migrating TO Syncro (Ticket)
| Field | Supported |
| Requester | Yes |
| Company | Yes |
| Assignee | Yes |
| Group | No |
| Attachments | Yes |
| Comments | Yes |
| Comment Created date | Yes |
| Comment Author | No |
| Tags | No such field in platform |
| Custom fields | Yes |
| CC | No |
| First Response Time | No |
| Created date | Yes |
| Updated date | Yes |
| Closed date | No such field in platform |
Field-level support migrating FROM Syncro (Company)
| Field | Supported |
| Domains | No |
| Tags | No |
| Custom fields | No |
| Notes | No |
Field-level support migrating TO Syncro (Company)
| Field | Supported |
| Domains | No |
| Tags | No |
| Custom fields | No |
| Notes | No |
Field-level support migrating FROM Syncro (Contact)
| Field | Supported |
| Tags | No |
| Custom fields | No |
| Phone | Yes |
| Notes | No |
Field-level support migrating TO Syncro (Contact)
| Field | Supported |
| Tags | No |
| Custom fields | No |
| Phone | Yes |
| Notes | No |
Migration options available for Syncro
- No specific migration options documented.
Syncro — Setup & How-To Guide
For more information: https://help-desk-migration.com/help/syncro-migration-guides/
How to Generate Syncro API Token?
To migrate from or to Syncro, you need to generate an API Token. This information is needed to establish a secure connection between your Syncro account and Migration Wizard.
Follow these steps to generate your Syncro API Token:
- Go to your Syncro account.
- Click on the Admin icon in the right top corner.
- Scroll down to API Tokens under API.
- Click on New Token in the right-hand corner.
- In New Token, choose Custom Permissions.
- Check all API Permissions.
- Scroll down to Ticket - Use Ticket Charges and Tickets - View ‘Their Ticket’ Details (assigned to them), and disable the permissions.
- Copy new API Token.
When you go to API Tokens under the Admin icon, you will find your API Token.
How to Enable Ticket Assignment in Syncro?
To migrate tickets from Syncro, you need to enable Ticket Assignment field. The Assignee field isn’t visible in the Ticket Info by default. You have to switch on this field before setting up your migration.
Follow these steps to enable Ticket Assignment field:
- Go to your Syncro account.
- Click on the Admin icon in the right top corner.
- Under Setting Pages, choose Tickets Settings.
- Check Enable Ticket Assignment.
Then Assignee field will appear in the Ticket Info.
Syncro Migration Peculiarities
- If a contact being migrated already exists in Syncro under a company, that company will be set on the tickets.
- If the contact doesn't exist, it will be created along with the company as it exists on the source.
- If the company doesn't exist on the source, the default company selected in the mapping is used.
- Deleted tickets are migrated from Syncro by default.
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