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Syncro Integration


CloudRadial’s Syncro integration keeps IT staff using the same workflows but with better data. Tickets come in pre-categorized so it’s easier to reach clients through ticket discussions. 

Use CloudRadial to replace your Syncro customer portal completely.

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Tickets

Service Boards

Discussions

Users

Ticket Integration

A seamless account management add-on for Syncro


Client Management Routing

Route new tickets to client management for approval before releasing for service or ordering.


Tickets from Problem Reports

Feed pre-categorized tickets directly from problem reports to specific service boards.


Tickets from Service Requests

Feed pre-categorized tickets directly from service requests, including directing tickets to sales or billing boards.


Question Customization

Prompt for any number of field types to gather information before work even starts.


Signature Prompts

Optionally ask for an end-user signature and use as an end-user quoting system.

Service Board Integration

Easily communicate with everyone in the organization


Route Tickets as Needed

Use pre-categorization to route incoming problem and service requests to the right boards for dispatch.


Show Status

Shows users their tickets or company administrators their company's tickets.


Graph Ticket History

Show graphs of ticket history for presentation of your efforts across the organization.

Invoicing

Make your invoices available to your client 24/7.

Invoices

Show invoices, statuses and enable display of invoice PDFs direct from Syncro.

User Sync

Automatically keep your users and the client's company directory in sync


Client Directory Sync

Sync Autotask users so that the company directory and your user list are always in common.


Office 365 Sync

Automatically import new Office 365 users into your Autotask portal.


User Billing Simplified

With accurate user lists, user billing systems become easier and create less end-of-month issues.

Discussion Integration

Collaborate with clients to create a unified solution for everyone


Friendly Presentation

A chat-like presentation of ticket communications makes it easier for users to provide the information I.T. provides need to resolve.


View as Discussions

Inside Autotask, support staff see the same ticket notes as if they were communicating by email.


Management Comments

Makes it easy for client management to comment on existing tickets along with the end-users.

Give the ultimate client experience with CloudRadial

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