Sending Simplesat ratings back to ConnectWise custom fields

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

Activating the integration

To active, edit a ConnectWise survey and head over to the Publish > Embed settings.

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:

• Rating: Number 
• Sentiment: List  (Positive, Neutral, Negative)
• Comment: Text  and Text area 

If you don't see your custom fields:

• Try recyncing 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 > Ticket pod in your ConnectWise account

Creating new custom fields

Go to Setup Tables > Custom Fields > Ticket

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

Create three new custom fields:

Simplesat Sentiment

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

Option Values:

• Positive 
• Neutral 
• Negative 

Simplesat Comment

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

Simplesat Rating

• Field Caption - Simplesat Rating 
• Field Type - Number 
• Method of Entry - Entry Field 
• Display on Screen? - Yes 
• Read Only? - Yes