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Syncro Client Onboarding Report Template for MSPs

Structured onboarding documentation covering asset inventory, network topology, access credentials, and transition planning for new MSP clients.

What's Included

Client Overview & Contacts
Asset Inventory
Network Topology Map
Current Software & Licenses
Access & Credential Documentation
Identified Risks & Issues
30-60-90 Day Transition Plan

Why Syncro MSPs Need a Onboarding Report

First impressions determine client lifetime. A thorough onboarding report shows professionalism, uncovers hidden issues early, and sets the foundation for a successful long-term relationship.

Syncro Built-in Customer, Ticket, Employee, and RMM/Asset reports. Two Report Builders: Internal (staff) and Executive Summary (client-facing). Power BI integration for advanced analytics. However, these built-in reports are typically designed for internal operations — not for client communication. This template bridges that gap with a professional, client-ready format structured around Syncro's data exports.

Syncro is best for: Solo operators and small MSPs who want the simplest setup with transparent pricing and no contracts.

How to Use This Template

Schedule a discovery session to gather all client environment details
Run network scans and document the complete asset inventory
Map the network topology and identify all critical systems
Document current licensing and identify compliance gaps
Create a prioritized 30-60-90 day plan for environment stabilization

How to Export Ticket Data from Syncro

To populate this report template with real data from Syncro, follow these steps to export your ticket data:

Navigate to More > Admin > Reports
Under the Tickets section, click Ticket Export
The CSV downloads automatically
For ticket notes, use the Ticket Communications Report separately
For any report page, click the CSV button in the upper-right corner

API alternative: REST API with Swagger documentation. 30+ entities. API key auth, 180 requests/minute limit.

Why Syncro MSPs Need This Report

Built-in Customer, Ticket, Employee, and RMM/Asset reports. Two Report Builders: Internal (staff) and Executive Summary (client-facing). Power BI integration for advanced analytics.

This template fills the gap by providing a professional, client-ready client onboarding report format that you can populate with data exported from Syncro.

Syncro Strengths

Simplest all-in-one platform: RMM + PSA + remote + scripting + billing
Integrated PowerShell scripting engine for automation
Most transparent pricing with flat per-tech cost and no contracts

Reporting Limitations

Reporting is basic compared to enterprise tools, lacking granular customization
Ticket export does not include notes — requires a separate communications report

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Syncro Onboarding Report FAQ

How do I export onboarding report data from Syncro?

Navigate to More > Admin > Reports. Under the Tickets section, click Ticket Export The CSV downloads automatically See the full export guide above for detailed steps.

Does Syncro have built-in client reporting?

Built-in Customer, Ticket, Employee, and RMM/Asset reports. Two Report Builders: Internal (staff) and Executive Summary (client-facing). Power BI integration for advanced analytics. This template complements Syncro's built-in reporting by providing a professional, client-ready format that non-technical stakeholders can easily understand.

Can I automate this onboarding report with Syncro?

Syncro's built-in automation can schedule data exports, but assembling a professional client-facing report still requires manual formatting. This template handles the presentation layer — you provide the data. Syncro also offers REST API with Swagger documentation. 30+ entities. API key auth, 180 requests/minute limit.

How long should MSP onboarding take?

Plan for 30-90 days depending on environment size. The discovery and documentation phase should be 1-2 weeks, with ongoing stabilization after.

What if the previous MSP won't cooperate with transition?

Document everything you can discover independently. Use network scans, asset discovery tools, and direct client interviews to build your baseline.

Should I charge separately for onboarding?

Many MSPs include basic onboarding in the contract but charge for extensive discovery or remediation. Be clear about what's included upfront.

What's the most common onboarding mistake?

Rushing it. Skipping thorough documentation leads to firefighting later. Invest the time upfront — it pays dividends for the entire contract.