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

| Last updated Jun 25, 2026

快速入门

This guide covers every SyncroMSP feature:

所需时间: 每部影片 5 分钟

本指南还包含以下内容: 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

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.

How to use SyncroMSP

SyncroMSP is one of the most powerful 信息技术管理 目前可用的平台。

但大多数用户仅仅触及了它功能的冰山一角。

本指南将向您展示如何使用所有主要功能。

一步一步教你,附带截图和专业技巧。

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 商业 from one dashboard. Start your free trial today.

Getting Started with SyncroMSP

使用任何功能之前,请先完成此一次性设置。

大约需要3分钟。

请先观看这段简短的概述:

Syncro MSP 演示 | IT 管理软件入门教程

现在让我们一步一步来。

第一步:创建您的帐户

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

请输入您的电子邮件地址 商业 命名并创建密码。

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

检查点: 检查你的 收件箱 请发送确认邮件。

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.

这就是仪表盘的样子:

同步主要优势

检查点: 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.

✅ 完成: 您已准备好使用以下任何功能。

How to Use SyncroMSP Automated Patch Management Software

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

以下是使用步骤。

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, 安全, or all updates.

Set a schedule date and time for the rollout window.

这就是它的样子:

syncromsp 自动化补丁管理软件

检查点: You should see a list of pending patches for each device.

步骤 3:部署和监控

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

Check the log for any error messages or reported issues.

✅ 结果: All selected machines now have the latest patches installed.

💡 专业提示: Standardized policy templates ensure consistent security settings across 设备 — set one policy and apply it to every new machine.

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 防溅板 无需额外费用。

以下是使用步骤。

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

点击“远程访问” button at the top of the asset page.

这就是它的样子:

同步远程 IT 访问

检查点: A Splashtop window should open showing the remote desktop.

步骤 3:解决问题

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.

✅ 结果: You’ve fixed the client issue without an on-site visit.

💡 专业提示: Use remote access during off-hours to handle updates — it saves time and avoids disrupting employees during work.

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.

以下是使用步骤。

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.

这就是它的样子:

syncromsp 强大的 IT 脚本

检查点: 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.

✅ 结果: Your script has executed across all selected machines.

💡 专业提示: Share your best scripts with the Syncro community — other MSP developers post useful 自动化 content there daily.

How to Use SyncroMSP Help Desk Software

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

以下是使用步骤。

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.

这就是它的样子:

同步帮助台软件

检查点: You should see all tickets sorted by priority.

步骤三:回应和解决

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

✅ 结果: The client receives a notification that their issue is fixed.

💡 专业提示: Create canned responses for common issues — it saves a nice amount of time and keeps replies consistent.

How to Use SyncroMSP IT Ticketing System

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

以下是使用步骤。

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.

这就是它的样子:

同步IT工单系统

检查点: The ticket now appears in the assigned employee’s queue.

Step 3: Track and Close

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

✅ 结果: Every client request is tracked from start to finish with full documentation.

💡 专业提示: Use ticket tags to search and filter by issue type — it makes spotting patterns easy.

How to Use SyncroMSP Billing & Invoicing

账单和发票 lets you generate invoices automatically based on your service contracts.

SyncroMSP generates invoices automatically based on customizable factors.

以下是使用步骤。

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.

这就是它的样子:

同步计费和发票

检查点: 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.

✅ 结果: Your client receives the invoice and can pay online.

💡 专业提示: Enable auto-billing to take care of recurring payments — it removes that monthly headache entirely.

How to Use SyncroMSP Identity Management

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

SyncroMSP 可自动执行 Entra ID 任务,例如用户同步和密码重置。

以下是使用步骤。

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 数据.

这就是它的样子:

同步身份管理

检查点: 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.

✅ 结果: Your client’s Microsoft 365 environment is managed from one place.

💡 专业提示: Review the Entra ID sync log weekly to catch unauthorized sign-in attempts 早期的.

How to Use SyncroMSP Security Baselines

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

以下是使用步骤。

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.

步骤二:查看结果

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

这就是它的样子:

同步 ROMSP 安全基线

检查点: You should see a pass/fail list for each security setting.

步骤 3:应用修复

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

✅ 结果: Your client’s M365 security now aligns with industry standards.

💡 专业提示: Schedule monthly baseline scans so you can learn about security drift before it becomes a problem.

How to Use SyncroMSP Cloud Backup

云备份 lets you protect client data with automated file backups.

以下是使用步骤。

步骤 1:启用云备份

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

Choose which folders and file types to include.

步骤二:设定时间表

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

这就是它的样子:

同步云备份

检查点: 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.

✅ 结果: Client data is backed up and easy to recover.

💡 专业提示: Run a test restore once a month — it confirms backups work and gives clients peace of mind.

SyncroMSP Pro Tips and Shortcuts

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

键盘快捷键

行动捷径
Search assetsCtrl + K
New ticketCtrl + Shift + T
Quick customer searchCtrl + Shift + C
打开通知Ctrl + Shift + N

大多数人错过的隐藏功能

  • API密钥访问: 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 自动化: 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

❌ 错误: Adding new clients without applying a policy — then manually configuring each computer.

✅ 右图: Set up core policies first so Intune can automate complete hands-off rollouts for new devices upon startup.

Mistake #2: Ignoring Ticket Automation

❌ 错误: Manually sorting every ticket — a real headache as your business grows.

✅ 右图: Use the PSA automation rules to route tickets by type, client, or keyword.

Mistake #3: Not Using the Scripting Library

❌ 错误: Logging into each machine to run things manually when Syncro has hundreds of scripts.

✅ 右图: Browse the script library, pick a pre-built script, and run it across all endpoints at speed.

SyncroMSP Troubleshooting

Problem: Syncro Agent Not Showing Online

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

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

Problem: Patches Failing to Install

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

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

Problem: Invoices Not Generating Automatically

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

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

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

SyncroMSP是什么?

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 端点管理 and IT automation for MSPs of any scale.

观看这段快速概览:

Youtube 视频

它包含以下主要特点:

  • 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
  • 账单和发票: 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
  • 云备份: Protect client data with automated file backups and easy restores

如需完整评测,请参阅我们的 SyncroMSP review.

同步romsp主页

SyncroMSP 定价

Here’s what SyncroMSP costs in 2026:

计划价格最适合
核心计划$129Solo technicians and small MSP startups
团队计划$179Growing teams that need full PSA and RMM capabilities

免费试用: Yes — try SyncroMSP free before you commit.

退款保证: 请联系客服了解退款详情。

同步定价

💰 性价比最高: Team Plan — it unlocks the full ability to manage your entire MSP operation.

SyncroMSP 与其他方案的比较

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

工具最适合价格等级
SyncroMSPAll-in-one RMM + PSA每月 129 美元⭐ 4.6
阿特拉Per-tech pricing每月 149 美元⭐ 4.6
N-可企业级风俗⭐ 4.3
NinjaOneEasy setup speed风俗⭐ 4.8
ConnectWiseLarge MSP teams风俗⭐ 4.1
管理引擎IT asset tracking每月 12 美元⭐ 4.4
脉搏道Mobile management每月 42 美元⭐ 4.5
Microsoft IntuneMicrosoft stack每月 8 美元⭐ 4.5
新鲜服务ITSM beginners每月 19 美元⭐ 4.5
扫地机器人Network discovery风俗⭐ 4.4
Jamf Pro苹果设备管理每月 8 美元⭐ 4.6

快速精选:

  • 综合最佳: SyncroMSP — combines RMM and PSA at one fixed cost per technician
  • 最佳预算: ManageEngine — starts low and scales with your needs
  • 最适合初学者: NinjaOne — clean UI that’s easy to learn
  • Best for Apple shops: Jamf Pro — built specifically for 苹果 and iOS management

🎯 SyncroMSP Alternatives

正在寻找 SyncroMSP 的替代方案?以下是一些最佳选择:

  • 🚀 阿特拉: Per-technician pricing with unlimited devices, built-in remote access, and AI-powered ticketing for fast-moving teams.
  • 🏢 N-able: 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.
  • 💰 管理引擎: Budget-friendly IT management with strong asset tracking and help desk features for growing businesses.
  • 📊 脉搏道: 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.
  • 🔧 Lansweeper: Powerful network discovery and IT资产管理 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.

完整列表请参见我们的 SyncroMSP alternatives 指导。

⚔️ SyncroMSP 对比

以下是 SyncroMSP 与各竞争对手的对比情况:

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

下一步: 选择一项功能,立即试用。

Most people start with Automated Patch Management Software.

只需不到5分钟。

常见问题解答

Syncro 的价格是多少?

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.

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