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>

Sending Simplesat ratings back to ConnectWise custom fields

View our roadmap

Log in

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Sending Simplesat ratings back to ConnectWise custom fields

Activating the integration

Creating new custom fields

Simplesat Sentiment

Simplesat Comment

Simplesat Rating