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Send Simplesat ratings back to Autotask custom fields

Sync rating details with Autotask's User-Defined Fields (UDFs)


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.
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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: Text(single Line) (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 - Text(single Line)

  • Active - Checked 

Simplesat Comment

  • Name - Simplesat Comment 

  • Field Type - Text (Multi-Line) 

  • Active - Checked 

Simplesat Rating

  • Field Caption - Simplesat Rating 

  • Field Type - Numeric 

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