The SyncMonkey meeting module allows you to organize and streamline all your internal meetings, whether they be daily huddles or brainstorming sessions. Ensure that your team knows all the details from meeting times to deliverables. Once a meeting is set, all attendees are notified on the start/end times and are […]
Syncro Integration
SyncMonkey has a built-in extension that allows you to 2-way sync with Syncro companies Setup To setup the sync, first gather the following information on Syncro Go to your Admin > API token on the bottom of the page Select “Create a New Token Select these specific permissions Select no […]
Ninja RMM Integration
SyncMonkey has a built-in extension that allows you to 1-way sync NinjaRMM companies Setup To setup the sync, first follow these steps on Ninja RMM Starting at your NinjaRMM homepage, go to Configurations > Integrations Select “Generate API Key” on top right of screen Write a description for your new […]
Dashboard
The dashboard is the first screen you see as you log in to the system. Notifications Box – contains alerts like licenses that are expired or coming close to expiry, employee birthdays, important meeting dates, and much more Shared Links – contains any custom links that allow easy and quick […]
Internal Use Tabs
The top navigation pane is where you will store your internal documentation. Resources section is meant to store your technicians best practice documents, how-to guides, and any other documentation that’s shared between all users Services essentially eliminates the need to create your own company with in SyncMonkey as you are […]
Companies Section
This is the primary location of where you will store your client’s information. To ensure client information ends up in the right place every time, the left side plane has these following categories: You can easily import your existing documentation with the CSV template files using the import function. Data […]
Accounting Module
The accounting module allows you to manage customer payments right from SyncMonkey. This requires both an invoice source integration and a payment gateway integration. Current supported invoice sources: ConnectWise Manage Current supported payment gateways: Moneris Once the invoice source and the payment gateway are installed and set-up, you will be […]
Client Portal
Created as a way for clients to view and manage their own credentials and documents, the Client Portal also allows administrative contacts to access all of their employee credentials and update and maintain their payment information and invoices. Sharing Documents To make a document visible with in the client portal, […]
ConnectWise Manage Integration
SyncMonkey has a built-in extension that allows you to 2-way sync ConnectWise Manage companies for documentation and billing. Setup To setup the sync, first gather the following information from your ConnectWise tenant: Company ID – The company ID you use to sign into CW-Manage Host URL – The URL you […]
Tenant Customization
Company Details To get into the tenant settings page, click the dropdown menu on the top right of the screen on the user icon, then from the menu select Company Settings. On the left pane click Company Details (buildings icon) and then General. In the Company Details screen, you can […]