SyncroMSP Integration

Modified on Wed, Oct 18, 2023 at 2:23 AM

CyberCNS supports SyncroMSP PSA integration to add value using existing ticketing system functionality. It can be used to notify and manage security assessments reported by CyberCNS.

Select integration

This screen will likely change as we add more integrations.

  • Navigate to Global Settings((blue star)) > Integrations and choose SyncroMSP from the integrations listed here.

  • In the depicted image, can add credentials for your SyncroMSP instance. Please provide details as requested.

Enter Credentials

  1. Enter Credential Name: Choose a name of your choice for the credential to be added.

  2. Enter Domain: Enter the SyncroMSP Domain for the credential to be added. i.e. xxxxx.syncromsp.com

  3. Enter API Key: Enter the API key for the credential to be added.

  • The below image shows the API permissions required by CyberCNS for API users in SYNCROMSP. Once these permissions are set correctly for API users, CyberCNS will be able to capture required data for companies/customers and tickets from SyncroMSP.

  • Once all the above details are provided, SAVE the data. Likewise, you can add multiple credentials in this section using the '+' sign.

  • When the credentials are added, an option to add the default template is seen.

  • Instead of selecting each time for ticket creation in the integration action, we can add a default template here for a particular integration.

  • In the Default template, Select a status for Ticket Creation, Select Status For Ticket Closing, Priority Id, Problem Type, Tech User, and Select Ticket Form.

  • Click on Save once all the fields are selected.

Company Mapping

  • In Company Mapping, there are three rules to be set. Those are Event Set, Integration Profile, and Manage Company Mapping.

  • Under the Event Set, click on +Add to add the Alert Rule.

  • Here a set of Events are to be set to get notified on. Those events are categorized under Agent, Company, Asset, Ports, Remediation, and AD Audit.

  • Enter the Event Name and select the category of an Event as required.

  • Every Category has a set of events/alerts under them which needs to be selected as per requirement.

  • e.g. Asset category has below-listed alerts and selection of all or any is allowed.

  • The Ports category has the below-listed alerts, and the selection of all or anyone is allowed.

  • For the Remediation category, selection of Remediation by Company OR Remediation by Assets OR Remediation by Product, Remediation by Asset and Product is allowed, and Enable Remediation for Critical and High Severity(Select any one of them).

  • To Enable Tickets for Remediations with EPSS, one of the Remediation plan need to be selected from the Remediation Group.

  • For the Vulnerability & Azure error category, the below-listed alert, and selection is allowed.

  • For the AD Audit category, the below-listed alerts are available and selection of all or any is allowed. (Make sure to select the needed as it will create tickets based on the events).

  • For the Azure AD Audit and Unquoted service path category, the below-listed alert, and selection is allowed.

  • For the Reports, the below-listed alerts and selections are allowed.

  • Choose the listed events to set up CyberCNS Alerting as required.

  • Choose the Vulnerability alerting events that should be notified on selected channels.

  • Once the above details are selected, click on Save.

  • There is an option to Edit, Delete, and Set as default for the Notification Rules using the Action column. The listed Notification Rule can be edited and deleted as needed.

  • For setting the created Event as default, select the option Set as Default.

  • To confirm the Set as a default action, select Yes or No in the confirmation dialogue box.

  • Once the event is set to default, under Is Default column the status can be seen.

Integration Profile

Users will be able to set notification rules from integrations right away for conditions listed under it.

  • Under the Integration Profile, click on +Add to add the Integration Rule.

  • Enter the Name, Select the credential and fill out all of the required fields in the Integration Parameters.

  • Once the below details are provided, click on Save.

  • There is an option to Edit, Delete and Set as default under the Integration Rules using the Action column. The listed Integration Rule can be edited or deleted as needed.

  • For setting the newly created Event as the default, select the option Set as Default.

  • To confirm the Set as a default action, select Yes or No in the confirmation dialogue box.

Manage Company Mapping

  • Choose Manage Company Mapping.

  • Choose SyncroMSP Credentials from the dropdown and click on + Add to add Integration Mapping for specific companies.

  • In New Company Mapping, choose the SyncroMSP Credentials which are listed. (These are to be added under the Integration section for SyncroMSP).

  • One of these two options could be selected

(blue star) Import Companies from SyncroMSP:- To import multiple companies listed under SyncroMSP to CyberCNS at a time.

(blue star) Map Existing Company to a SyncroMSP company:- To map an existing company in CyberCNS to the existing company under SyncroMSP.

  • To import multiple companies from SyncroMSP, choose Import Companies from SyncroMSP, and click on Next.

  • In the below image, the company can be searched using the search option given.

  • The Page Size shows the rows per page that can be displayed for search results and the Page shows the number of pages that can be displayed for a search result.

  • Click on Get Companies to show the list of the companies as requested in the search column.

  • Once searched as per the choice or the requirement it displays the search result in the Select Companies dropdown.

  • In case you want to manually search the company, you can simply click on the drop-down of SyncroMSP Companies and it will list all companies available under SyncroMSP.

  • Once the company is selected, it shows as an additional entry below. It can be deleted or click on Next to proceed further.

  • Now click on Finish to import all the selected SyncroMSP companies. This completes importing companies list from SyncroMSP.

  • Click on +Add to Map Existing Company to SyncroMSP company.

  • In case the local company is already created in CyberCNS and is to be mapped with SyncroMSP company, then select Map Existing Company to SyncroMSP company and click on Next.

  • As shown in the below image, select the Local company and SyncroMSP company by using a dropdown or with the search bar as per the requirement.

  • Once the company is selected click on ‘Add' to select the company and click on Finish to map all the selected SyncroMSP companies.

  • Please choose/select the No Notification option only if no notifications are required using this integration and click Add.

  • Once all the fields are provided, click on Finish.

  • Selected companies are shown in the image below, along with details such as Existing Company Name, Company Name, and Mapped Date.

  • Here click on Copy Settings to Copy the company mapping settings to other company mappings.

  • To copy the settings, select the desired company mappings and click on Update. This will copy the event set, integration profile, and ticket creation fields from the source company mapping to the selected target company mappings.

  • Using the Action column, you can delete the integration mapping. Any mapping can be removed as and when necessary.

This completes the documentation of SyncroMSP Integration.

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