Once enabled, your Autotask tickets will automatically be updated with the latest rating sentiment, value, and comment.
Activating the integration
To active, head over to the Publish > Embed settings for an Autotask survey.
In the integrations section, choose the "Update custom fields in Autotask" setting.
Choose the fields you'd like to map answer details to.
After you've authenticated with your Autotask account, Simplesat will lookup and display your custom fields.
Only certain field types are available to map for each Simplesat answer field:
Rating:
Numeric
Sentiment:
List (single select)
(Positive, Neutral, Negative)Comment:
Text (Multi-Line)
If you don't see your custom fields:
Try resyncing fields
Check the permissions to make sure the API user has access to view custom fields
Creating new custom fields
Go to Admin > Features & Settings > Application-Wide (Shared) Features > User-Defined Fields
Select the Tickets tab.
You should see a screen similar to the one in the screenshot below.
Create three new custom fields:
Simplesat Sentiment
Name -
Simplesat Sentiment
Field Type -
List (single select)
Active -
Checked
Option Values:
Positive
Neutral
Negative
Simplesat Comment
Name -
Simplesat Comment
Field Type -
Text (Multi-Line)
Active -
Checked
Simplesat Rating
Field Caption -
Simplesat Rating
Field Type -
Numeric