How to Use SyncroMSP: Tips, Setup & Features (2026)

Início rápido

This guide covers every SyncroMSP feature:

• Começando — Criar conta e configuração básica
• How to Use Automated Patch Management Software — Deploy patches and rollout updates across all machines
• How to Use Remote IT Access — Connect to any device for remote support in seconds
• How to Use Powerful IT Scripting — Run scripts to automate processes across endpoints
• How to Use Help Desk Software — Manage support requests from your clients quickly
• How to Use IT Ticketing System — Create a new ticket and track reported issues to resolution
• Como usar a faturação e a emissão de notas fiscais — Generate invoices and collect payment automatically
• How to Use Identity Management — Control Microsoft 365 users and licenses from one place
• How to Use Security Baselines — Benchmark M365 tenants against CIS-aligned best practices
• How to Use Cloud Backup — Protect client data with automated file backups

Tempo necessário: 5 minutos por filme

Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas

Por que confiar neste guia?

I’ve used SyncroMSP for over a year and tested every feature covered here. This tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

SyncroMSP is one of the most powerful Gestão de TI plataformas disponíveis hoje.

Mas a maioria dos usuários apenas arranha a superfície do que ele pode fazer.

Este guia mostra como usar todas as principais funcionalidades.

Passo a passo, com capturas de tela e dicas profissionais.

SyncroMSP Tutorial

This complete how to use SyncroMSP tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.

SyncroMSP

SyncroMSP combines RMM and PSA capabilities into a single platform built for managed service providers. Manage assets, automate tickets, and run your entire IT negócios from one dashboard. Start your free trial today.

EXPERIMENTE O SYNCROMSP AGORA →

LER A RESENHA COMPLETA →

ALTERNATIVAS AO SYNCROMSP →

Getting Started with SyncroMSP

Antes de usar qualquer recurso, conclua esta configuração única.

Leva cerca de 3 minutos.

Veja primeiro esta breve visão geral:

Agora vamos analisar cada etapa.

Passo 1: Crie sua conta

Go to the SyncroMSP website and click “Start Free Trial.”

Digite seu e-mail, negócios Dê um nome e crie uma senha.

Sign in to confirm your account and follow the onboarding wizard.

✓ Ponto de verificação: Verifique o seu caixa de entrada para um e-mail de confirmação.

Step 2: Add Your First Customer

Click “Customers” in the left menu, then select “New Customer.”

Fill in the contact name, company, and email address.

Quick client onboarding includes importing customers in bulk and deploying the Syncro agent.

Eis como o painel de controle se parece:

✓ Ponto de verificação: You should see the main dashboard with your customer listed.

Step 3: Install the Syncro Agent

Download the Syncro agent installer for each client computer.

Syncro automates new computer setups after agent installation.

How to Use SyncroMSP Automated Patch Management Software

Automatizado Patch Management Software lets you deploy patches and updates across all managed devices at scale.

Veja como usá-lo passo a passo.

Step 1: Open the Patch Manager

Navigate to “Assets” and select the machines you want to update.

Click “Run Patch Management” from the action menu.

Step 2: Configure Your Rollout Policy

Choose which patches to include — critical, segurança, or all updates.

Set a schedule date and time for the rollout window.

Eis como isso se parece:

✓ Ponto de verificação: You should see a list of pending patches for each device.

Etapa 3: Implantar e Monitorar

Click “Deploy” to push patches to all selected endpoints quickly.

Check the log for any error messages or reported issues.

How to Use SyncroMSP Remote IT Access

Remote IT Access lets you connect to any client computer for live support.

Remote access is provided via Splashtop Sem custo adicional.

Veja como usá-lo passo a passo.

Step 1: Select the Target Device

Go to your asset list and search for the client’s computer.

Click the device name to open its details page.

Step 2: Launch Remote Session

Clique no “Acesso remoto” button at the top of the asset page.

Eis como isso se parece:

✓ Ponto de verificação: A Splashtop window should open showing the remote desktop.

Etapa 3: Resolver o problema

Work on the client’s computer as if you were sitting in front of it.

Add comments to the ticket so your team can follow the changes.

How to Use SyncroMSP Powerful IT Scripting

Powerful IT Scripting lets you run scripts across endpoints to automate repetitive tasks.

Syncro provides hundreds of ready-to-use scripts out of the box.

Veja como usá-lo passo a passo.

Step 1: Open the Script Library

Navigate to “Scripts” in the main menu to browse community resources.

Users can also create custom scripts for specific needs.

Step 2: Pick and Configure Your Script

Select a PowerShell script or write your own using the built-in editor.

Scripting capabilities help standardize processes across endpoints.

Eis como isso se parece:

✓ Ponto de verificação: Your script should appear in the script list ready to run.

Step 3: Execute on Target Assets

Choose specific assets or groups, then click “Run Script.”

PowerShell scripts can be run on assets via Syncro for any kind of task.

How to Use SyncroMSP Help Desk Software

Help Desk Software lets you manage all client support requests from a single point.

Veja como usá-lo passo a passo.

Step 1: Set Up Notifications

Go to “Settings” and configure email notifications for incoming requests.

This ensures your team never misses a new support ticket.

Step 2: Review Incoming Tickets

Open the help desk dashboard to see all open tickets in one line.

SyncroMSP includes Smart Ticket Management for efficient ticket routing.

Eis como isso se parece:

✓ Ponto de verificação: You should see all tickets sorted by priority.

Etapa 3: Responder e Resolver

Click a ticket, add your response, and update the status to resolved.

How to Use SyncroMSP IT Ticketing System

IT Ticketing System lets you create a new ticket, track progress, and close reported issues.

Veja como usá-lo passo a passo.

Step 1: Create a New Ticket

Click “Tickets” in the sidebar and select “New Ticket.”

Fill in the customer contact, subject line, and issue description.

Step 2: Assign and Prioritize

Assign the ticket to a team member and set priority level.

Eis como isso se parece:

✓ Ponto de verificação: The ticket now appears in the assigned employee’s queue.

Step 3: Track and Close

Monitor ticket progress, add comments, and close when done.

How to Use SyncroMSP Billing & Invoicing

Faturamento e Emissão de Notas Fiscais lets you generate invoices automatically based on your service contracts.

SyncroMSP generates invoices automatically based on customizable factors.

Veja como usá-lo passo a passo.

Step 1: Set Up Billing Profiles

Go to a customer’s profile and configure their payment terms.

Add recurring line items for managed services contracts.

Step 2: Review Draft Invoices

Navigate to “Invoices” to see auto-generated drafts ready for review.

Eis como isso se parece:

✓ Ponto de verificação: You should see invoice totals matching your service agreements.

Step 3: Send and Collect Payment

Click “Send” to email the invoice to your client directly.

How to Use SyncroMSP Identity Management

Identity Management lets you manage Microsoft 365 user licenses and security compliance from Syncro.

O SyncroMSP automatiza tarefas do Entra ID, como sincronização de usuários e redefinição de senhas.

Veja como usá-lo passo a passo.

Step 1: Connect Microsoft 365

Go to “Integrations” and link your client’s Microsoft 365 tenant.

Grant the required permissions to enable the sync functionality.

Step 2: View and Manage Users

Open the identity panel to see all users, licenses, and sign-in dados.

Eis como isso se parece:

✓ Ponto de verificação: All Microsoft 365 users should appear with their license status.

Step 3: Take Action on Accounts

Reset passwords, enable MFA, or disable deleted accounts directly.

How to Use SyncroMSP Security Baselines

Security Baselines lets you benchmark M365 tenants against CIS-aligned best practices.

Veja como usá-lo passo a passo.

Step 1: Run a Baseline Scan

Open the Security Baselines tab and select the client’s tenant.

Click “Scan” to check their current configuration against the baseline.

Etapa 2: Analise os resultados

The scan produces a score showing how the tenant measures up.

Eis como isso se parece:

✓ Ponto de verificação: You should see a pass/fail list for each security setting.

Etapa 3: Aplicar correções

Click on failed items and apply the recommended fix with one click.

How to Use SyncroMSP Cloud Backup

Backup na nuvem lets you protect client data with automated file backups.

Veja como usá-lo passo a passo.

Passo 1: Ative o backup na nuvem

Go to the asset page and enable Cloud Backup for the target device.

Choose which folders and file types to include.

Passo 2: Defina o cronograma

Pick a backup frequency — daily, weekly, or continuous.

Eis como isso se parece:

✓ Ponto de verificação: You should see the next scheduled backup date and time.

Step 3: Verify and Restore

Check the backup log to confirm the data is stored properly.

If needed, restore any file to its original or new location.

SyncroMSP Pro Tips and Shortcuts

After testing SyncroMSP for over a year, here are my best tips.

Atalhos de teclado

Características ocultas que a maioria das pessoas não percebe

• Acesso à chave de API: Generate an api key under Settings to connect Syncro with third-party developer tools and build custom integrations — the documentation covers every endpoint.
• Chocolatey App Deployment: Chocolatey is the default app deployment tool for Syncro — use it to install or uninstall software on any device without logging in.
• Policy-Based Automação: Policies can apply various settings for automated setups — nice for ensuring every startup configuration matches your standard, as Andy from the Syncro community points out.

SyncroMSP Common Mistakes to Avoid

Mistake #1: Skipping Policies During Onboarding

Mistake #2: Ignoring Ticket Automation

Mistake #3: Not Using the Scripting Library

SyncroMSP Troubleshooting

Problem: Syncro Agent Not Showing Online

Causa: The agent may not be installed correctly or a firewall is blocking the connection.

Consertar: Uninstall and reinstall the agent, then check that port 443 is open on the device.

Problem: Patches Failing to Install

Causa: Low disk space or a Windows Update error on the target machine.

Consertar: Free up disk space, run Windows Update manually once, then retry the patch rollout.

Problem: Invoices Not Generating Automatically

Causa: Billing profiles may be missing required fields or recurring items were deleted.

Consertar: Check the customer’s billing tab, re-add any missing line items, and save changes.

📌 Observação: If none of these fix your issue, contact SyncroMSP support.

O que é o SyncroMSP?

SyncroMSP is an IT management platform that combines RMM and PSA capabilities into a single system.

Think of it like a command center for your entire managed services business.

SyncroMSP, Inc. offers gerenciamento de endpoints and IT automation for MSPs of any scale.

Veja esta breve visão geral:

Inclui estas características principais:

• Automated Patch Management Software: Deploy patches and updates across all managed devices
• Remote IT Access: Connect to any client computer for live remote support
• Powerful IT Scripting: Run PowerShell scripts to automate processes across endpoints
• Help Desk Software: Manage all client support requests from one dashboard
• IT Ticketing System: Create, track, and close tickets with full documentation
• Faturamento e Emissão de Notas Fiscais: Generate invoices automatically and collect payment online
• Identity Management: Manage Microsoft 365 users, licenses, and Entra ID tasks
• Security Baselines: Benchmark M365 tenants against CIS-aligned best practices
• Backup na nuvem: Protect client data with automated file backups and easy restores

Para uma análise completa, consulte nosso artigo. SyncroMSP review.

Preços do SyncroMSP

Here’s what SyncroMSP costs in 2026:

Teste grátis: Yes — try SyncroMSP free before you commit.

Garantia de reembolso: Entre em contato com o suporte para obter detalhes sobre o reembolso.

💰 Melhor custo-benefício: Team Plan — it unlocks the full ability to manage your entire MSP operation.

SyncroMSP vs. Alternativas

How does SyncroMSP compare? Here’s the competitive landscape:

Escolhas rápidas:

• Melhor no geral: SyncroMSP — combines RMM and PSA at one fixed cost per technician
• Melhor orçamento: ManageEngine — starts low and scales with your needs
• Ideal para iniciantes: NinjaOne — clean UI that’s easy to learn
• Best for Apple shops: Jamf Pro — built specifically for Mac and iOS management

🎯 SyncroMSP Alternatives

Procurando alternativas ao SyncroMSP? Aqui estão as melhores opções:

• 🚀 Atera: Per-technician pricing with unlimited devices, built-in remote access, and AI-powered ticketing for fast-moving teams.
• 🏢 N-ável: Enterprise-grade RMM with deep automation, backup, and security tools for large MSP operations.
• 🌟 NinjaOne: Top-rated for ease of use with a clean interface, fast deployment, and strong patch management capabilities.
• ⚡ ConnectWise: Full PSA plus RMM suite designed for larger teams that need deep customization and scale.
• 💰 ManageEngine: Budget-friendly IT management with strong asset tracking and help desk features for growing businesses.
• 📊 Pulseway: Mobile-first RMM that lets you manage devices from your phone with real-time alerts and automation.
• 🔒 Microsoft Intune: Autopilot configures devices automatically upon startup — best for shops deep in the Microsoft environment.
• 👶 Freshservice: Beginner-friendly ITSM with an intuitive UI, great for teams transitioning from spreadsheets to ticketing software.
• 🔧 Varredor de Lansing: Powerful network discovery and Gestão de ativos de TI for organizations that care about full visibility.
• 🎯 Jamf Pro: The go-to platform for Apple device management with zero-touch deployment and strong content controls.

Para ver a lista completa, consulte nosso SyncroMSP alternatives guia.

⚔️ Comparação do SyncroMSP

Veja como o SyncroMSP se compara a cada concorrente:

• SyncroMSP vs Atera: Syncro bundles PSA free with RMM; Atera charges more per technician but offers unlimited endpoints.
• SyncroMSP vs N-able: N-able suits enterprise scale while Syncro targets small to mid-size MSPs with simpler pricing.
• SyncroMSP vs NinjaOne: NinjaOne has a cleaner UI; Syncro wins on PSA and billing built into one platform.
• SyncroMSP vs ConnectWise: ConnectWise offers deeper customization; Syncro is faster to set up and easier to learn.
• SyncroMSP vs ManageEngine: ManageEngine costs less but lacks the integrated PSA functionality Syncro includes.
• SyncroMSP vs Pulseway: Pulseway excels at mobile management; Syncro offers stronger ticketing and invoicing tools.
• SyncroMSP vs Microsoft Intune: Intune handles device enrollment well; Syncro adds RMM, scripting, and PSA on top.
• SyncroMSP vs Freshservice: Freshservice focuses on ITSM; Syncro covers both RMM and PSA for full MSP management.
• SyncroMSP vs Lansweeper: Lansweeper is stronger for network discovery; Syncro provides broader MSP management resources.
• SyncroMSP vs Jamf Pro: Jamf is Apple-only; Syncro covers Windows, Mac, and cross-platform environments.

Start Using SyncroMSP Now

You learned how to use every major SyncroMSP feature:

• ✅ Automated Patch Management Software
• ✅ Remote IT Access
• ✅ Powerful IT Scripting
• ✅ Help Desk Software
• ✅ IT Ticketing System
• ✅ Faturamento e Emissão de Notas Fiscais
• ✅ Identity Management
• ✅ Security Baselines
• ✅ Cloud Backup

Próximo passo: Escolha uma funcionalidade e experimente agora mesmo.

Most people start with Automated Patch Management Software.

Leva menos de 5 minutos.

Perguntas frequentes

Qual o preço do Syncro?

SyncroMSP offers two plans: Core at $129 per month and Team at $179 per month, both per technician with unlimited endpoints.

What is Syncro used for?

Syncro is used by managed service providers to handle remote monitoring, ticketing, billing, and IT automation from a single PSA and RMM platform.

How to run a script in Syncro?

Go to the Scripts section, select a pre-built or custom script, choose your target assets, and click “Run Script” to execute it.

Does Syncro have an API?

Yes, Syncro has a full REST API. Generate an api key in Settings to post data, pull reports, and build custom integrations.

What is synchro MSP?

Synchro MSP is a common misspelling of SyncroMSP, an IT management platform by Servably, Inc. that bundles RMM and PSA tools for MSPs.