Kaseya BMS integrations
Cory Brown avatar
Written by Cory Brown
Updated over a week ago

Simplesat's suite of Kaseya BMS integrations give you the ability to create follow-up tickets from feedback, add notes to rated tickets, and sync ticket details to give your team full control and transparency over the customer satisfaction experience.

In this article:

Adding surveys in Kaseya BMS

Simplesat surveys can be added to any email template in Kaseya BMS.


To authenticate you will first have to create an API user. Start off by opening Kaseya BMS and go to admin > HR > employees > new.
Fill in the required fields, and be sure to assign a security role that has permissions to use the API (like administrator) and set the user type to API employee.

Once you've created the user, check the user's e-mail to set up a password.

You will need to enter the API user's username & password and your company name.

If you're unable to authenticate, make sure your credentials are correct. If that still doesn't work, please reach out to Simplesat support and we'll help you out.

Create follow-up tickets from feedback

Automated follow-up tickets make it easy for your team to quickly respond to customers and close the loop - all within your team's existing support workflows.

Pull ticket details

Each time your customer provides a rating, Simplesat will associate the following information with the response.


Data collected




Name, ID, Email, Company


Name, ID, Email

All information gathered through the API will override fields sent through URL parameters.

Add private notes to rated tickets

Automatically update tickets with a private note after your customer provides a rating.

Notes are associated with the user who authenticated Kaseya BMS with Simplesat.

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