Attach a file (vendor quote, invoice, packing slip) to a purchase order. Give exactly one source: file_url (a direct download link; works everywhere), file_path (a file on this computer; local installs only), or file_base64 (only for tiny files you create yourself, like a short CSV, because the whole file must be written out). Allowed: JPEG, PNG, GIF, PDF, CSV, XLS, XLSX. Max 10 MB and 10 files per PO; the extension must match the real file type.

Add a line item to a purchase order. Note: the product must have maintain_stock=true or the API returns 422.

Look up caller information by phone number

Create a canned response

Send a portal invitation to a user

Create a customer portal user. Always provide contact_id to associate a person/name -- without it the portal user shows as an anonymous email.

Create a purchase order

Register a user device for push notifications

Create a new vendor. Note: there is no delete endpoint for vendors.

Create a wiki page

Create a worksheet result for a ticket. Note: worksheet_template_id is required and must reference an existing admin-configured template.

DELETE a canned response. The user MUST confirm.

DELETE a portal user. The user MUST confirm.

DELETE a wiki page. The user MUST confirm.

DELETE a worksheet result. The user MUST confirm.

Get canned response settings

Get the currently authenticated user's profile

Get printing settings

Get a purchase order by ID

Get system settings

Get settings tabs configuration

Get a ticket form by ID

Get a user by ID

Get a user device by ID

Get a vendor by ID

Get a wiki page by ID

Get a worksheet result by ID

List canned ticket responses

List items (global item catalog)

List line items across invoices/tickets

List customer portal users

List purchase orders

List new ticket forms

List all users/technicians

List vendors

List wiki pages

List worksheet results for a ticket

Login with a one-time password code

Submit/process a new ticket form

Receive a line item on a purchase order

Global search across Syncro (tickets, customers, assets, invoices, etc.)

Update a canned response

Update a portal user

Update a purchase order. Only status, general_notes, shipping_cents, delivery_tracking, and vendor_id can be changed. Syncro rejects the 'Finished' status while any line item is still unreceived.

Update a user device

Update a vendor

Update a wiki page

Update a worksheet result

Create a new appointment. When possible, link to a ticket via ticket_id -- this auto-populates the description with ticket details and the location from the customer address.

Create a new appointment type. Note: location_type is REQUIRED (API returns 422 without it). Integer value where 0 = 'customer'.

DELETE an appointment. The user MUST confirm.

DELETE an appointment type. The user MUST confirm.

Get a single appointment by ID

Get an appointment type by ID

List appointments with optional date range filter

List appointment types

Update an existing appointment

Update an appointment type

Get chat information for assets by IDs

Create a new customer asset. Note: asset_type_name must match an existing type in the account. Custom properties on create are IGNORED -- set them via assets_update after creation.

Get a single asset by ID with full details

Get the paginated list of software applications installed on an asset. Returns name, vendor, version, and installed_at (falls back to first-seen date when no explicit install date is recorded).

Get patch information for an asset (available OS/software patches)

List customer assets with optional filters. Returns paginated results.

List the assets linked to one contact, sorted by name. 50 per page.

Update an existing asset. Use this to set asset properties (hdd, manufacturer, model, os, cpu_name, ram, last_boot) after creation, as properties on create are ignored. Pass policy_folder_id to move the asset to a same-customer policy folder (see policies_list_folders).

Create a new contact for a customer

DELETE a contact permanently. The user MUST confirm.

Get a single contact by ID

List contacts with optional filters

Update an existing contact

Create a new contract. Note: there is no 'notes' field -- 'description' is the only text field. The activity/notes section in the UI is not API-accessible.

DELETE a contract (soft-delete -- GET returns null after deletion, not 404). The user MUST confirm.

Get a contract by ID

List contracts

Update a contract. Note: there is no 'notes' field -- 'description' is the only text field. The activity/notes section in the UI is not API-accessible.

Autocomplete search for customers by name or business

Create a new customer. Note: phone and mobile fields auto-create entries in the phones sub-resource.

Add a phone number to a customer

DELETE a customer permanently. The user MUST confirm before executing.

Delete a phone number from a customer. The user MUST confirm.

Get a single customer by ID with full details

Get the most recently created customers

List customers with optional filters. Returns paginated results.

List phone numbers for a customer

Update an existing customer. Only provided fields will be changed.

Update a phone number for a customer

Add a line item to an estimate. When using product_id, only product_id + quantity are needed -- the API auto-fills name, cost, and price from the product catalog.

Convert an estimate to an invoice

Create a new estimate. Note: line_items array in the create body is IGNORED by the API -- add line items via estimates_add_line_item after creation.

DELETE an estimate permanently. The user MUST confirm.

Delete a line item from an estimate. The user MUST confirm.

Email an estimate to the customer

Get a single estimate by ID

List estimates with optional filters

Generate a printable PDF for an estimate

Update an existing estimate

Update a line item on an estimate

Add a line item to an invoice. When using product_id, only product_id + quantity are needed -- the API auto-fills name, cost, and price from the product catalog.

Turn a published invoice back into a draft so it can be edited before re-publishing. Needs draft invoices turned on for the account (404 otherwise). Syncro refuses (422) if a payment has been applied, the invoice was posted to an accounting provider, or it is a refund.

Create a new invoice. Note: line_items in the create body are IGNORED by the API -- add line items via invoices_add_line_item after creation.

DELETE an invoice permanently. The user MUST confirm.

Delete a line item from an invoice. The user MUST confirm.

Email an invoice to the customer

Get a single invoice by ID

Get the ticket associated with an invoice

List invoices with optional filters

Generate a printable PDF for an invoice

Publish a draft invoice so it becomes a normal invoice. Needs draft invoices turned on for the account (404 otherwise). Refunds cannot be drafts, so Syncro refuses to publish them.

Update an existing invoice

Update a line item on an invoice

Create a new lead. Note: leads have no DELETE endpoint. To soft-delete, use leads_update with disabled=true.

Get a lead by ID

List leads/opportunities

Update an existing lead

Record a payment. Use apply_payments to distribute a payment across multiple invoices.

Create a stored payment profile for a customer

Delete a payment profile. The user MUST confirm.

Get a single payment by ID

Get a payment profile by ID

List payments

List available payment methods

List stored payment profiles for a customer

Update a payment profile

Create a new policy folder under an existing parent folder. customer_id, name, and parent_id are all required -- folders cannot be created at the root level (the root folder is auto-created per customer). Use policies_list_folders first to find the root or desired parent folder ID.

DELETE a policy folder permanently. The folder must not have child folders (422 otherwise). This action cannot be undone -- the user MUST confirm before executing this.

Get a single policy folder by ID with full details.

List policy folders for a customer. customer_id is required. Returns paginated results with each folder's parent_id, partial_policy_id (policy attached at this folder), and effective_policy_id (inherited policy).

Update an existing policy folder. Use this to rename, re-parent, or attach/detach a partial policy. Set partial_policy_id to null to detach the policy at this folder; the effective_policy_id then inherits from the parent.

Add images to a product

Attach serial numbers to a line item

Look up a product by barcode/UPC

List product categories

Create a new product. Note: products have no DELETE endpoint -- use products_update with disabled=true instead. Custom properties on create may be ignored -- set via products_update after creation.

Create a serial number for a product

Create a SKU for a product

Delete an image from a product. The user MUST confirm.

DELETE a product SKU. The user MUST confirm.

Get a product by ID

List products/inventory items

List serial numbers for a product

List SKUs for a product

Update a product

Update product quantity at a location

Update a product serial

Update a product SKU

Create an RMM alert. Note: formatted_output (not in swagger) populates the 'Details' field in the UI. description maps to the 'Type' field. Include properties with trigger and description keys to match real alert structure.

DELETE (soft-resolve) an RMM alert. Sets resolved=true -- the alert is still readable via GET after deletion. The user MUST confirm.

Get an RMM alert by ID

List RMM alerts

Mute an RMM alert. Requires mute_for parameter.

Run an RMM script on one asset, now or once at a later time. Recurring schedules are not allowed through the API. No API lists scripts, so get script_id from the script's page in Syncro. This runs code on a customer machine: the user MUST confirm.

Add a line item to a recurring invoice schedule. Needs name or product_id. Pricing is in cents (retail_cents, cost_cents) or dollars (price_retail, price_cost). recurring_type_id picks the line type, e.g. 4 bills a customer's assets by type and 9 bills the assets in a policy folder; the type-specific fields only apply to their type.

Create a recurring invoice schedule. Always create with paused=true to prevent auto-firing during setup. Note: invoice-side fields (invoice name, employee, template, billing terms, memo) are NOT settable via API.

DELETE a schedule. The user MUST confirm.

Get a schedule by ID

List recurring invoice schedules

Remove a line item from a schedule. The user MUST confirm.

Update a schedule

Update a line item on a schedule. Takes the same fields as scheduling_add_line_item; only the fields you send change.

Add a line item (product/service charge) to a ticket. Note: name and description are REQUIRED even when using product_id (unlike invoices/estimates which auto-fill from catalog).

Add a timer entry to a ticket for time tracking. Note: start_at is REQUIRED (API returns 422 without it). duration_minutes auto-calculates end_time from start_at.

Attach a file to a ticket via URL

Create tickets from a Blueprint -- spawns the parent ticket and any child tickets defined by the blueprint, all assigned to the given customer. Returns { ticket_id, child_ticket_ids }.

List Ticket Blueprints available for ticket creation (hidden ones are excluded). Returns id, name, role, and children_count for each blueprint.

Charge a timer entry on a ticket (convert to billable line item)

Add a comment to a ticket. Three comment modes: (1) Email reply: hidden=false, do_not_email=false sends email to customer. (2) Public note: hidden=false, do_not_email=true is visible on portal/invoice but no email sent. (3) Private note: hidden=true, do_not_email=true is tech-only and invisible to customer. Note: subject is REQUIRED or the API returns 422.

Create a new ticket. Requires customer_id and subject at minimum. Note: line_items cannot be added inline during creation -- use tickets_add_line_item after the ticket is created.

DELETE a ticket permanently. This action cannot be undone. The user MUST confirm before executing this.

Delete an attachment from a ticket. The user MUST confirm.

Delete a timer entry from a ticket. The user MUST confirm.

Get a single ticket by ID with full details

Get all comments on a ticket

List tickets with optional filters. Returns paginated results.

List ticket comments across multiple tickets as a flat paginated feed (distinct from tickets_get_comments which is scoped to one ticket). Sorted by ticket_id ASC, created_at DESC. Scope via ticket_search_id, ticket_id, customer_id, contact_id, user_id, status, mine, or date filters. comment_created_after/before filter at the comment level; the other date filters operate on the parent ticket.

Generate a printable PDF for a ticket

Remove a line item from a ticket. The user MUST confirm before executing this.

Get ticket system settings

Update an existing ticket. Only provided fields will be changed.

Update a line item on a ticket

Update a timer entry on a ticket

Start a live timer on a ticket for the API token's technician (user_id cannot be set). If that technician already has a running or paused timer on the ticket, Syncro resumes and returns it instead of making a second one. Omit billable to use the account default. For logging past work, use tickets_add_timer instead.

Get the most recent time log entry for the current user

List employee time logs (clock in/out records)

List ticket timers across tickets. Filter by ticket, technician, timer state, customer, or derived billing status. Use status 'running' or 'paused' to find a timer to pause or stop.

Pause a running timer. Syncro returns 422 if the timer is not running.

Start a timer that has never run, or resume a paused one. Syncro returns 422 if the timer is already running or stopped.

Stop a running or paused timer. If the account has 'charge timers by default' turned on, this also adds the charge line item to the ticket; otherwise charge it afterwards with tickets_charge_timer (timer_entry_id = this timer's ID). Syncro returns 422 if the timer is already stopped.

Update a time log entry (clock in/out, lunch, notes)

Change whether a ticket timer is billable. To start, pause, or stop a timer use time_start_timer, time_pause_timer, or time_stop_timer; to change notes or duration use tickets_update_timer.