Exporting from Syncro

1. 1.Export the customer list and keep the business name.
2. 2.Add Monthly recurring revenue from each customer's recurring invoice total, and Contracted users and Contracted devices if you price per user or device.

Syncro has no single column for what a client pays a month, so this file is mostly built in the spreadsheet. It is worth the effort: every finding is checked against it.

1. 1.Export the ticket list, including resolved tickets, created within your period.
2. 2.Include the customer, subject, status and technician.

1. 1.Time is logged as ticket timers or labour lines. Export them for the same period with the ticket number, technician, duration and whether each was billable.

Check the unit of the duration column. Minutes can be mapped as they are; seconds must be divided by 60 first.

1. 1.Export the asset list for every customer.
2. 2.Keep the customer, asset name and asset type, and remove assets that have not checked in for a month or more.

Headroom needs each row's type to start with user or device (or computer, laptop, desktop, server, workstation). Replace other asset types with device before upload. Users come from Microsoft 365: see that guide.

1. 1.Recurring charges are the line items on each customer's recurring invoice.
2. 2.Export the lines with customer, product, quantity and price.

1. 1.Contracts are not a report. Use the signed agreement, statement of work or service schedule for each client, as a PDF or text file.
2. 2.If your PSA stores the signed agreement as an attachment on the agreement or contract record, download it from there; otherwise use the copy in your document store.
3. 3.Start with your largest clients and any you suspect are doing work outside their agreement.

Headroom reads the clauses that decide what is billable: device ownership, hardware, project and onsite exclusions, support hours, included hours, third-party applications and new user or device setup. Scanned image-only PDFs have no text to read; use the original document or a text-based PDF.

• Export three to six months of tickets and time entries, ending with the last full month. Use the same start and end date for both: the analysis period is the months those dates span.
• Fewer than three months gives too little to compare; more than six makes old agreements and leavers more likely to blur the picture.
• The clients file, users and devices, and billing lines describe what is in place now: current agreements, active users and devices, and current recurring charges. They have no date range.
• Users and devices with a created or first-seen date let Headroom tell when each one was added, so a monthly figure reflects when growth happened.

• Client names must match across every file. Headroom ignores case, spaces and punctuation ("ABC Ltd" and "abc ltd." match) but not different names ("ABC" and "ABC Holdings"). Rename in the spreadsheet before upload if your RMM or Microsoft 365 uses a different name.
• Headroom reads time in minutes. When the column you map for time has hours in its name (Actual Hours, Hours Worked, Total hrs), a plain number in it is read as hours, in both the tickets and the time entries file, and the upload screen says so. In other columns, a decimal under 24 (1.5) in the time entries file is read as hours, and everything else is read as minutes unless it is written with h (1h 30m). If a column holds hours but its name doesn't say so, rename it or multiply the values by 60 before uploading.
• The billable column must say yes or no in a form Headroom reads: Yes, No, True, False, Billable, Non-billable or No charge. Replace other values, such as an internal code, before upload, or leave the column unmapped.
• Dates are read as day/month/year or year-month-day, with or without a time. If your export writes dates month first (US style, 03/14/2026), change the column's date format in the spreadsheet before uploading.

Other guides

• ConnectWise PSAWhich ConnectWise PSA lists and reports give Headroom its clients, tickets, time entries and billing lines, and how the columns map.Clients, Tickets, Time entries, Billing / agreements
• Autotask PSA (Datto)Which Autotask PSA searches and reports give Headroom its clients, tickets, time entries and billing lines, and how the columns map.Clients, Tickets, Time entries, Billing / agreements
• HaloPSAWhich HaloPSA lists and reports give Headroom its clients, tickets, time entries and billing lines, and how the columns map.Clients, Tickets, Time entries, Billing / agreements
• Microsoft 365 usersHow to export active users and licences from the Microsoft 365 admin centre for Headroom's users and devices file.Users & devices
• RMM device listsHow to export a device list from an RMM such as NinjaOne, Datto RMM or N-able for Headroom's users and devices file.Users & devices