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Step 1: Connect the Integration:

1. Login to Synthesize and navigate to the Integrations tab.

2. Select the INKY integration card and click Connect.

3. Copy the Synthesize API Key. Note that each integration is assigned a unique Synthesize API Key. Save this key in a secure location. It will only be available once.

4. Click Open Portal.

   1. This will open a new tab on the INKY site.

5. Login to INKY and navigate to Account Management.

6. In the Select team dropdown, choose the team listed as "Company Name - All Teams." and select PSA Integration.

7. Paste in your Synthesize API Key and click Validate and Save Now.

8. Click Sync Data Now.

9. Return to Synthesize and click Check Connection.

Step 2: Map Accounts and Services 

1. Map your accounts by dragging the card from Synthesize on the left to INKY on the right. When complete, press Next. 

   1. We have auto-mapped any that are exact matches. The remaining can be searched by pressing the filter button or typing in the Synthesize search bar. 

2. Map your services by dragging the card from Synthesize on the left to INKY on the right. When complete, press Next. 

   1. Services can be searched by pressing the filter button or typing in the Synthesize search bar. 

3. Review and Press Finish

Step 3: Start the Sync

1. Head back to INKY and press the Sync Data Now button. This brings the data together and enables the auto sync keeping the connection current. 

2. Enable the checkbox for Automatically Sync Data to Gradient for a sync to run each night automatically.

3. Return to Synthesize and press Finish on the integration.