Syncro April 2026 Release Webinar: Syncro Payments, Microsoft 365 Baselines, Ticket Upgrades, and More

Welcome and Introductions

Kristen Costagliola: Welcome, everyone — thank you so much for joining. Welcome to our April 2026 Release Day. Today you have Andy and me, and we’re super excited to talk about everything releasing this month, as well as everything entering Early Access. We have some fun stuff.

Kristen Costagliola: Please use the Q&A module for questions. Feel free to chat in the chat, but the Q&A module helps us filter through since the chat can move really fast. Let’s start with things that were released.

Released This Month

Microsoft 365 Security Baselines: 50 New CIS Implementation Group 1 Rules

Kristen Costagliola: Last month we talked about the Microsoft 365 baselines that were in Early Access, and I am personally really excited about this. We have released 50 additional rules to our Microsoft 365 baselines — a huge increase — aligned to CIS Implementation Group 1. This is an additional level within the CIS framework. It uses our exact same baseline functionality, so you now have a new baseline you can add.

Kristen Costagliola: Within each rule you can see where it is mapped across different frameworks and compliance notes. As with our normal baselines, you can attach Syncro’s CIS IG1 baseline to any connected Microsoft tenant. You’ll have daily visibility into failed audits, and you can manage notifications so you’re alerted if anything flips from passing to failing.

Kristen Costagliola: You’ll see the direct framework association for every rule, and we have documentation available for additional compliance frameworks. Just assign the baseline and you have access to all the new rules. Syncro Cloud Backup uses these baselines internally to keep our own Microsoft tenants compliant.

IP Allow List Overhaul

Andy Cormier: Syncro’s IP allow list now supports friendly names, inline editing, full table sorting, and a separate toggle for API access. We completely rebuilt this table from the ground up based on feedback that the previous version was difficult to manage for MSPs with multiple locations or large numbers of addresses.

Andy Cormier: You can now associate any IP address or CIDR block with a friendly name, edit names inline, and control whether the allow list applies to API access separately from technician logins. I think we addressed every piece of feedback we received on this one.

Ticket View CSV Export

Andy Cormier: Any ticket view can now be exported to CSV with a single click. The export includes all visible columns — including custom fields — your current sort order, and all tickets matching your active filters. Basically, what you see in the view is replicated to a CSV, just like we do for asset views today.

Ticket View Date Filters

Andy Cormier: You can now add date filters to ticket views, filtering by when a ticket was created, resolved, updated, or due. Options include preset relative ranges and dynamic rolling windows. Ticket view metrics — like SLA breach counts — update in real time to reflect your filtered data.

Andy Cormier: Use cases include weekly billing approval workflows, quarterly SLA reporting, and staffing analysis by technician workload. It’s a powerful addition to the ticket view mechanics overall.

Ticket Automation: Resolved Status Support

Andy Cormier: The resolved ticket status can now be used as a trigger condition in Syncro ticket automations on the Team plan. Previously, automations ran hourly, making a resolved-status trigger impractical. With real-time automations on the Team plan, resolved status works correctly as a one-time trigger. A common use case is automatically sending a third-party CSAT survey when a ticket is resolved.

Syncro Cloud Backup: Expanded Coverage

Andy Cormier: Syncro Cloud Backup now covers Exchange sticky notes and Entra ID configurations — completing coverage of every element of Microsoft 365. A couple of people pointed out we didn’t back up Exchange sticky notes, so we fixed that. Syncro Cloud Backup also covers Entra ID configurations, which most backup platforms aren’t touching yet.

Andy Cormier: Syncro Cloud Backup is in the App Center under Syncro Cloud Backup. It’s $1.90 per seat with unlimited storage and a 14-day free trial.

Early Access

Syncro Payments

Andy Cormier: Syncro Payments is a native payment processing platform built into Syncro, powered by Stripe. I have literally waited years for this one. Syncro Payments entered Early Access today.

Andy Cormier: Pricing is fully transparent and fixed. Credit card processing — keyed or stored — is 2.9% plus $0.30 per transaction regardless of volume. ACH is 0.8% up to a maximum of $5.00 per transaction. No monthly fees, no hidden fees.

Andy Cormier: Everything lives inside Syncro. You sign up in Syncro, get approved in Syncro, process payments in Syncro, and manage all reports and customer payment profiles in Syncro. Customers can pay invoices and update payment information through the Syncro customer portal. Recurring invoices can automatically charge stored payment methods each month. Syncro Payments is fully PCI compliant.

Andy Cormier: Syncro Payments has been in private testing with select customers and is officially entering Early Access today. General availability is expected next month. If you want to get an early start, use the link in the chat.

Kristen Costagliola: For those asking in the chat: Syncro Payments has been tested with very few customers. It’s going out to everyone starting today, so you’ll start seeing invites if you’ve signed up.

Linux Agent (Open Beta Continues)

Kristen Costagliola: The Syncro Linux agent is available in open beta. No sign-up required — generate a Linux installer directly from your Syncro portal. Three features are in development before Syncro’s Linux agent moves out of open beta: AV detection, SNMP monitoring, and network discovery node support. These are expected to complete later this month.

Per-Asset End-User Portal Access

Kristen Costagliola: Per-asset portal access is entering Early Access today. Currently, end-user portal access is binary: users can see only their own assigned devices or all devices. Per-asset portal access adds a middle-ground option — granting specific contacts access to particular devices regardless of assignment. This is useful for IT support staff or users who need remote access to devices beyond their own.

Ticket Blueprints (Early Access, Later This Month)

Kristen Costagliola: Ticket Blueprints are entering Early Access later in April 2026. Sign up today and expect access within a couple of weeks. Ticket Blueprints are reusable project templates. You configure all ticket attributes — subject, technician, priority, description, parent-child structure — and save as a blueprint. Creating a project from a blueprint automatically generates all associated tickets. Ticket Blueprints are part of Syncro’s ongoing project management roadmap.

Q&A

Andy Cormier: Can both the existing Stripe integration and Syncro Payments be enabled at the same time? No. You’ll need to transition from one to the other entirely.

Andy Cormier: What’s the pricing for Syncro Cloud Backup? It’s $1.90 per seat. Shared mailboxes are not billed. When a user loses their Microsoft license, Syncro Cloud Backup retains their data indefinitely at no additional charge — the billing drops off the following month.

Andy Cormier: Are desktop backups on the roadmap? No. Syncro has a strong partnership with Acronis for that use case.

Andy Cormier: Does Syncro Payments use Stripe invoicing? No. Syncro Payments is designed to work with invoicing from Syncro’s PSA.

Kristen Costagliola: Do the Microsoft 365 baselines require Business Premium licenses? No. Syncro’s Microsoft 365 baselines work with standard and basic licenses. Some rules require higher license tiers; the platform identifies those rules.

Kristen Costagliola: Will the API be kept up to date as features are added? Yes. API improvements are a major area of focus. We’re also looking at a broader API overhaul, including support for parent-child ticket linking and ticket tags.

Kristen Costagliola: How will AI features be priced? Pricing details for AI features will be covered in detail at the May 2026 release webinar.

Andy Cormier: Does per-asset portal access require a tech license? No. It’s $5 per contact for remote access via Splashtop. Read-only portal access is free for unlimited users. Five contacts with remote access would cost $25 per month total.

Andy Cormier: Is MDM on the roadmap? Nothing on the roadmap as of today.

Andy Cormier: Any update on ThreatDown Phase 2 integration? The agent work required before ThreatDown Phase 2 is nearing completion. No detailed ETA yet, but it’s coming. A ThreatDown deployment script is available in the community library in the meantime.

Kristen Costagliola: Is Google Workspace backup coming? We’ve been focused on Microsoft 365. If there’s strong demand for Google Workspace backup, please let us know — that feedback directly shapes prioritization.

Kristen Costagliola: What’s the plan for reporting improvements? We’re building more reporting directly into the relevant product areas — the ticket view CSV export this month is one example. The Power BI Templates Hub also has strong community support with active template contributions.

Andy Cormier: Will Syncro Payments support tap, swipe, and chip terminals? Hardware support is not in Phase 1. It’s planned for a future phase, along with support for additional countries. Syncro Payments launches with USD support. Apple Pay, tap, swipe, and chip will be supported when hardware is added.

Andy Cormier: Are archive mailboxes included in Syncro Cloud Backup at no extra charge? Yes, confirmed.

Andy Cormier: Is backed-up data retained for free when a licensed account is deleted? Yes. The data is billed in the current month, and then the charge drops off the following month while the data is retained.

Andy Cormier: Can you install large applications via Syncro? Yes. Store the installer externally on a file server, Dropbox, or OneDrive and use a public download link in your script. This avoids the 250MB limit.

Andy Cormier: Can you use an existing Stripe account with Syncro Payments? No. You need to sign up fresh through Syncro. Syncro Payments is a new payment processing option separate from any existing Stripe account.

Andy Cormier: Is Syncro Payments PCI compliant? Yes, fully PCI compliant end-to-end.

Kristen Costagliola: Can Microsoft 365 backup data like Teams chats be exported to PDF? Syncro Cloud Backup supports restore back into Teams and exports to Excel, CSV, and TXT. PDF export is not currently available.

Kristen Costagliola: Does Syncro offer vulnerability scanning? Syncro doesn’t have a native vulnerability scanner, but ThreatDown and Bitdefender are available in the App Center. Universal billing allows those costs to pass through to end customers.

Andy Cormier: Is there an implementation cost for Syncro Payments? No. The transaction fees are the complete cost. No setup fees, no reporting fees, no hidden charges.

Andy Cormier: Will AI features be opt-in or opt-out? There is a global admin setting to opt out of all AI features.

Kristen Costagliola: Is an audit log of IPs available? The most recent login IP is visible on the user details page. We’re looking at expanding audit logging visibility.

Andy Cormier: On patching dashboard and drivers: drivers will still show as missing, but a filter on the patch dashboard removes drivers from your compliance score calculation in real time.

Kristen Costagliola: Can Syncro Cloud Backup be replicated to another location? Not currently. Backups are stored in a Syncro-managed area within Microsoft’s cloud, in the region you choose at setup — US, Canada, Europe, or Australia.

Andy Cormier: How do you grant an accountant access to Syncro? Give them a user license and configure permissions to limit what they can see — for example, invoices only.

Kristen Costagliola: Is the Team plan required for Syncro Cloud Backup? No. Syncro Cloud Backup is available on any plan.

Closing

Andy Cormier: Thank you everybody for attending today. This was a really great month. Excited about what we’re pushing out — see you all next month.

Kristen Costagliola: Thank you for your feedback. Please keep submitting it in the product and in the community. Let us know which areas you want us to focus on. Great questions today, everyone.

Andy Cormier: Thanks, everybody.