Syncro MSP Asset Management

Overview

Syncro assets represent the hardware, software, and devices you manage for customers. Assets integrate with Syncro's built-in RMM capabilities for monitoring, patch management, and remote access. This skill covers asset tracking, RMM integration, and inventory management.

Key Concepts

Asset

A tracked device or piece of equipment for a customer.

Asset Types

Common asset type classifications:

RMM Properties

When RMM agent is installed, additional data is collected:

API Patterns

Creating an Asset

POST /api/v1/customer_assets
Content-Type: application/json
Authorization: Bearer YOUR_API_KEY

{
  "customer_id": 12345,
  "asset_type": "Desktop",
  "name": "ACME-WKS-001",
  "serial_number": "ABC123456",
  "model": "OptiPlex 7090",
  "manufacturer": "Dell",
  "purchase_date": "2024-01-15",
  "warranty_expires": "2027-01-15",
  "notes": "Finance department workstation"
}

Searching Assets

All assets for a customer:

GET /api/v1/customer_assets?customer_id=12345

Search by name/hostname:

GET /api/v1/customer_assets?query=ACME-WKS

Filter by asset type:

GET /api/v1/customer_assets?asset_type=Server

Paginated listing:

GET /api/v1/customer_assets?page=1

Getting Asset Details

GET /api/v1/customer_assets/{id}

Response includes:

• Asset information
• RMM properties (if agent installed)
• Recent activity
• Associated tickets

Updating an Asset

PUT /api/v1/customer_assets/{id}
Content-Type: application/json

{
  "name": "ACME-WKS-001-NEW",
  "notes": "Renamed per naming convention update"
}

Deleting an Asset

DELETE /api/v1/customer_assets/{id}

Getting Patch Information

GET /api/v1/customer_assets/{id}/patches

Response includes:

• Available Windows updates
• Installed patches
• Patch status

RMM Integration

Agent Status Indicators

Remote Access

Syncro provides built-in remote access for managed assets:

• Remote Desktop - Full screen control
• Remote Shell - Command line access
• File Transfer - Upload/download files
• Remote Tools - Task manager, services, etc.

Scripting

Run scripts on managed assets:

POST /api/v1/customer_assets/{id}/run_script
Content-Type: application/json

{
  "script_id": 456,
  "parameters": {
    "param1": "value1"
  }
}

Common Workflows

Asset Deployment

1. Create asset record

• Enter hardware details
• Set customer association
• Document serial/warranty

1. Deploy RMM agent

• Generate installer
• Install on device
• Verify check-in

1. Configure monitoring

• Set up alerts
• Configure patch policy
• Enable remote access

1. Document in notes

• Location/user
• Special configurations
• Important contacts

Asset Audit

1. Export asset list for customer
2. Compare to physical inventory
3. Update records for discrepancies
4. Flag for decommission as needed
5. Report to customer with findings

Warranty Tracking

1. Set warranty expiration dates
2. Create reports for expiring warranties
3. Notify customers before expiration
4. Assist with renewals or replacements

Decommissioning

1. Uninstall RMM agent
2. Document final state
3. Update asset status or delete
4. Close any open tickets
5. Archive documentation

Response Examples

Asset Object

{
  "asset": {
    "id": 98765,
    "customer_id": 12345,
    "asset_type": "Desktop",
    "name": "ACME-WKS-001",
    "serial_number": "ABC123456",
    "model": "OptiPlex 7090",
    "manufacturer": "Dell",
    "purchase_date": "2024-01-15",
    "warranty_expires": "2027-01-15",
    "notes": "Finance department workstation",
    "created_at": "2024-01-20T10:00:00Z",
    "updated_at": "2024-02-15T14:30:00Z",
    "properties": {
      "os_name": "Windows 11 Pro",
      "os_version": "22H2",
      "cpu": "Intel Core i7-11700",
      "memory": "16 GB",
      "disk_space": "512 GB SSD",
      "ip_address": "192.168.1.100",
      "last_seen": "2024-02-15T14:25:00Z",
      "online": true
    }
  }
}

Patch Information

{
  "patches": {
    "available": [
      {
        "kb": "KB5034441",
        "title": "2024-02 Cumulative Update",
        "severity": "Critical",
        "release_date": "2024-02-13"
      }
    ],
    "installed": [
      {
        "kb": "KB5034123",
        "title": "2024-01 Cumulative Update",
        "installed_date": "2024-01-15"
      }
    ],
    "last_scan": "2024-02-15T06:00:00Z"
  }
}

Error Handling

Common API Errors

Validation Errors

"customer_id is required" - Asset must belong to a customer

"name is required" - Asset must have a name

"Invalid asset_type" - Use valid asset type string

Best Practices

1. Consistent naming - Use standardized hostname conventions
2. Complete records - Include serial, model, warranty info
3. Deploy RMM - Get visibility into managed assets
4. Track warranties - Proactive replacement planning
5. Regular audits - Verify asset lists periodically
6. Use notes - Document location, user, special configs
7. Set up alerts - Monitor critical assets
8. Patch regularly - Keep systems updated and secure

Related Skills

• Syncro Customers - Customer management
• Syncro Tickets - Asset-related tickets
• Syncro Invoices - Asset billing
• Syncro API Patterns - Authentication and pagination