How Do I Add A New Portal?

Overview

Adding a new portal to your SyncSmart account allows you to configure and manage additional integrations under your existing organization group. Each portal represents a separate connection to a HubSpot, NetSuite, or ConnectWise environment.

This guide walks you through how to add a new portal, send an invite, and complete setup through the SyncSmart App.

Prerequisites

Before adding a new portal, ensure you have:

• Access to app.syncsmart.io

• Admin permissions for your SyncSmart group

• A valid email address for the invited user (this email will receive the setup link)

Step 1: Log in to the SyncSmart App

Navigate to app.syncsmart.io and log in with your SyncSmart credentials.

Step 2: Go to the Configurations Page

From the left navigation panel, click Configurations.
This page lists all your existing portals grouped by account.

Step 3: Hover Over the “+” Icon

In the upper-right corner, hover over the plus sign (+) and select Connect New Portal.
This will open the portal invitation setup form.

Step 4: Choose the Group

Select the group where you want to add the new portal.
Then enter the email address of the user who should receive the invitation.

Step 5: Send the Invite

Click Send Invite Link.
An invitation email will be sent to the specified user with a link to complete setup.

Step 6: Choose a Plan

Once the invite is opened:

• Choose your price plan

• If you have a coupon code, enter it now to apply your discount

Step 7: Complete Setup

Follow the on-screen prompts to:

• Authenticate into the connected systems (HubSpot, NetSuite, or ConnectWise)

• Finalize configuration

• Confirm successful connection

Once completed, your new portal will appear under the selected group within the Configurations page.

Additional Notes

• You can manage multiple portals under a single SyncSmart account for unified access and billing.

• If you experience issues with portal invites or plan selection, contact SyncSmart Support at support@syncsmart.io.