Simplesat

Once enabled, your ConnectWise tickets will automatically be updated with the latest rating sentiment, value, and comment.

To activate, edit a ConnectWise survey and head over to the Publish &gt; Configure integrations.

In the integrations section, choose the "Update custom fields in ConnectWise" setting.

Choose the fields you'd like to map answer details to.

After you've authenticated with your ConnectWise account, Simplesat will lookup and display your custom fields.

Only certain field types are available to map for each Simplesat answer field:

Sentiment: <code>List</code>  (Positive, Neutral, Negative)

Comment: <code>Text</code>  and <code>Text area</code>

- Rating: <code>Number</code> 
- Sentiment: <code>List</code>  (Positive, Neutral, Negative)
- Comment: <code>Text</code>  and <code>Text area</code>

If you don't see your custom fields:

Check the permissions to make sure the API member has access to view custom fields

Make sure the custom fields are in the Service &gt; Ticket pod in your ConnectWise account

- Try resyncing fields
- Check the permissions to make sure the API member has access to view custom fields
- Make sure the custom fields are in the Service &gt; Ticket pod in your ConnectWise account

Go to Setup Tables &gt; Custom Fields &gt; Service Ticket

You should see a screen similar to the one in the screenshot below.

Field Caption - <code>Simplesat Sentiment</code>

Method of Entry - <code>List (Drop-down)</code>

- Field Caption - <code>Simplesat Sentiment</code> 
- Field Type - <code>Text</code> 
- Method of Entry - <code>List (Drop-down)</code> 
- Display on Screen? - <code>Yes</code> 
- Read Only? - <code>Yes</code>

- <code>Positive</code> 
- <code>Neutral</code> 
- <code>Negative</code>

Field Caption - <code>Simplesat Comment</code>

Field Type - <code>Text Area</code> (the "Text" field type will work to, but is limited to max 100 characters)

Method of Entry - <code>Entry Field</code>

- Field Caption - <code>Simplesat Comment</code> 
- Field Type - <code>Text Area</code> (the "Text" field type will work to, but is limited to max 100 characters)
- Method of Entry - <code>Entry Field</code> 
- Display on Screen? - <code>Yes</code> 
- Read Only? - <code>Yes</code>

Field Caption - <code>Simplesat Rating</code>

- Field Caption - <code>Simplesat Rating</code> 
- Field Type - <code>Number</code> 
- Method of Entry - <code>Entry Field</code> 
- Display on Screen? - <code>Yes</code> 
- Read Only? - <code>Yes</code>

Activating the integration

Creating new custom fields

Simplesat Sentiment

Simplesat Comment

Simplesat Rating