Although the integrations below are not required to collect satisfaction feedback from tickets, we still recommend setting them up so you can take full advantage of Jira's ticket workflows and business rules.
Adding surveys in Jira
Simplesat surveys can be added to Jira email notifications send from triggers or automations.
Authenticating with Jira
To authenticate Simplesat with Jira access the Jira integrations page here.
Click the Activate integration button and fill in your Jira API credentials:
Jira URL: For Atlassian hosted instances (e.g. "https://mycompany.atlassian.net") just enter the "mycompany" part. For on-premises enter the full host domain e.g. "my.jirainstallation.com".
Is server?: "false" for Atlassian hosted instances, "true" for on-premises.
Username: your username
API Key: Click here to learn how to set up an API key
Then, click the Authenticate button to save the changes.
Troubleshooting tips:
Our servers are located in Ireland. If you're having an issue connecting, you may need to add that country to your firewall's filter.
You may also need to whitelist Simplesat's IP addresses. You can find them here.
If you still can't authenticate, please send a message to the Simplesat team and we can troubleshoot together.
Add issue internal note when feedback is received
Simplesat can update the corresponding issue with an internal note after a customer submits feedback.
Here's an example of how an internal note will look in a Jira issue:
To set this up, visit the Jira integrations page by clicking here.
Scroll down to configure integrations.
Authenticate with Jira if you haven't done that already, then under ticket integrations > Add issue internal note when feedback is received click activate integration.
Update issue custom fields when feedback is received
Simplesat can update the custom fields of an issue when a customer submits new feedback.
Here's an example of how the custom fields will look in a Jira issue:
To set this up, go to ticket integrations > Update issue custom fields when feedback is received click activate integration.
Next, follow this link to set up custom fields in Jira. We recommend setting up 3 short text fields for the feedback rating, sentiment and comment.
Back in Simplesat, scroll down to Custom Field ID 1, 2 and 3. Map these to the custom field IDs of the custom fields you just created.
Set Custom Field value 1, 2 and 3 to Use data from response and select the corresponding values.
Click Save and you're done! 😊
Pull ticket details from Jira and sync to Simplesat
Each time your customer provides a rating, Simplesat will associate the following information with the response.
Object | Data collected |
Ticket | ID, Number, Subject, Priority, Type, URL |
Requester (Customer) | Name, ID, Email, Type, Area |
Responder (Assignee) | Name, ID, Email |
All information gathered through the API will override fields sent through URL parameters.
Here's an example of how this will look in Simplesat:
To enable this, go to the Jira integrations page by clicking here.
Scroll down to pull ticket details and click activate integration.
Update issue labels with rating and sentiment
Simplesat can update the labels of an issue when a customer submits new feedback.
Here's an example of how this will look in a Jira issue:
To set this up, go to the Jira integrations page by clicking here.
Next, scroll down to update issue labels with rating and sentiment click activate integration.
Sync feedback to Simplesat's app for Jira
With Simplesat's app for Jira you can display feedback directly into a Jira issue.
Here's an example of what this looks like in Jira:
To set this up, you'll first need to install Simplesat's app for Jira from the Atlassian marketplace.
Once that's done go to the Jira integration page by clicking here.
Scroll down to sync feedback to Simplesat's app for Jira and click activate integration.
