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:

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

Read the full guide on adding surveys 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.

After that's done, go to the Kaseya BMS integration page by clicking here.

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.

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.

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

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

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.