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Syncro RMM

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Overview

This node integrates with the Syncro RMM API to manage customer data. Specifically, the "Customer" resource with the "Create" operation allows users to add new customers into the Syncro RMM system. This is useful for automating customer onboarding workflows, syncing customer databases, or integrating customer creation as part of a larger IT service management process.

Practical examples include:

  • Automatically creating a new customer record when a form is submitted on a website.
  • Syncing customer information from a CRM system into Syncro RMM.
  • Adding detailed customer profiles including contact info, addresses, and custom fields for better client management.

Properties

Name Meaning
Email The primary email address of the customer.
Additional Fields A collection of optional fields to provide more details about the customer:
- Address Customer's physical address including Line 1, Line 2, City, State, and ZIP code.
- Business Name The business name associated with the customer.
- First Name Customer's first name.
- Last Name Customer's last name.
- Get SMS Boolean flag indicating if the customer should receive SMS notifications.
- Invoice Emails One or more email addresses to be CC'd on invoices. Multiple emails can be added.
- No Email Boolean flag indicating if the customer does not have an email address.
- Notes Any additional notes related to the customer.
- Notification Email Email address to receive notifications (only applicable if "No Email" is false).
- Phone Customer's phone number.
- Referred By Source from which the customer was referred, e.g., LinkedIn, Google, or another customer name.
Custom Fields Allows setting multiple custom field values by specifying the field name or ID and the value to set. Useful for adding extra metadata specific to your Syncro RMM setup.

Output

The node outputs JSON data representing the newly created customer object as returned by the Syncro RMM API. This typically includes all standard and custom fields of the customer record, such as IDs, contact details, and any other attributes set during creation.

If binary data were involved (not in this case), it would represent file attachments or similar content, but this node focuses solely on JSON customer data.

Dependencies

  • Requires an active Syncro RMM account with API access.
  • Needs an API key credential configured in n8n for authentication.
  • The base URL for API requests is dynamically constructed using the subdomain provided in credentials.
  • The node uses the Syncro RMM REST API v1 endpoints.

Troubleshooting

  • Invalid API Key: If the API key is incorrect or expired, the node will return an authentication error. Verify the API key and update credentials in n8n.
  • Missing Required Fields: The "Email" field is required; omitting it may cause the API to reject the request.
  • Invalid Field Values: Providing improperly formatted emails or phone numbers might result in validation errors.
  • Custom Fields Issues: Ensure that custom field IDs or names exist in Syncro RMM; otherwise, the API may reject those entries.
  • Network Errors: Check connectivity and firewall settings if the node cannot reach the Syncro RMM API endpoint.

Links and References

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