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Geckoboard integrations

Send Simplesat responses and daily CSAT and NPS scores to Geckoboard, and build dashboard widgets from them.

Connecting Geckoboard sends your survey responses and each survey's daily CSAT and NPS to Geckoboard as datasets you can build widgets from. Nothing comes back into Simplesat.

Before you start

  • The Geckoboard integrations are available on every Simplesat plan.

  • To connect Geckoboard and switch integrations on, you need the Manage integrations permission in Simplesat. Owner and Admin have it by default.

  • You connect with a Geckoboard API key, and the datasets are created in the Geckoboard account that key belongs to. Use the key from the account whose dashboards should show the data.

Integration security, permissions and data flow covers what a connected tool can read and write.

Connect Geckoboard

  1. In Geckoboard, click your initials in the top-right corner and select Account. Your API key is at the bottom of Account Details. Copy it.

  2. In Simplesat, on the Integrations page, open Geckoboard and click Authenticate.

  3. Paste the API key into Api Key and click Authenticate.

  4. When the page shows Authenticated with Geckoboard, click Activate integration on each integration you want. Each one is described below, under What lands in Geckoboard, and when.

The bottom of Geckoboard's account page with the API key field and its Regenerate button, below Change password and Change company name

What lands in Geckoboard, and when

Each integration fills one dataset in Geckoboard and creates it the first time it sends data. None of them has a survey setting, so each one covers every survey in the workspace.

Integration

Dataset in Geckoboard

One record is

When it updates

Sync feedback to Geckoboard dataset

simplesat_feedback

One response

No sooner than five minutes after a response arrives, and again when it changes

Send CSAT score for each survey to Geckoboard (polling)

simplesat_csat

One survey's CSAT over the past 90 days

Once a day

Send NPS score for each survey to Geckoboard (polling)

simplesat_nps

One survey's NPS over the past 90 days

Once a day

A Geckoboard dataset holds up to 5,000 records. Past that, Geckoboard removes the oldest ones.

Responses: simplesat_feedback

When a response changes later, its existing record is updated.

A record holds:

  • When the response was created and when it last changed

  • The survey's name and ID, and the response ID

  • The question your metric rating comes from, and its metric

  • The metric rating, its label and the sentiment

  • The follow-up question and answer

  • The customer's name, email, company and ID

  • The team member's name, email, role and ID

  • The ticket's subject and ID

  • Separate NPS, CSAT and CES rating fields

The survey's other questions aren't sent. A follow-up answer longer than 256 characters is cut to 256.

Responses are sent from the moment you activate the integration. A response with no customer name isn't added.

CSAT and NPS scores: simplesat_csat and simplesat_nps

Once a day, each integration adds one record for every survey that has responses with its metric in the past 90 days, today included. Each day adds a new set of records, so the dataset builds a daily history of each survey's score.

simplesat_csat has these fields:

  • Survey Name

  • total count

  • positives: responses with a positive sentiment

  • start date: the start of the period the record covers

  • end date: the end of the period the record covers

  • CSAT: positives as a percentage of the total

simplesat_nps has these fields:

  • Survey Name

  • total count

  • start date: the start of the period the record covers

  • end date: the end of the period the record covers

  • NPS: the percentage of promoters minus the percentage of detractors, from -100 to 100

  • Promoters: ratings of 9 and 10

  • Passives: ratings of 7 and 8

  • Detractors: ratings of 0 to 6

Change the Geckoboard account

To send data to a different Geckoboard account, or to use a new API key:

  1. Note which integrations are on. Connecting again doesn't switch any of them back on.

  2. Click Revoke access.

  3. Click Authenticate, paste the other API key and click Authenticate.

  4. Click Activate integration on each integration you noted. Their settings are kept.

Your old Geckoboard account keeps its datasets, and the new account gets its own the next time each integration sends data.

Heads up: Responses that arrive between Revoke access and activating again aren't added to simplesat_feedback. The next daily run of the score integrations covers the past 90 days again.

Troubleshooting

I don't see the Simplesat datasets in Geckoboard

A dataset appears the first time its integration sends data:

  • simplesat_feedback appears with the first response that has a customer name after you activate it.

  • simplesat_csat and simplesat_nps appear after their first daily run.

The datasets are created in the Geckoboard account whose API key you entered, so check that you're looking at that account. If none of this explains it, contact us.

Some responses are missing from the simplesat_feedback dataset

A response isn't in the dataset if:

  • It has no customer name.

  • It arrived before you activated the integration, between Revoke access and activating it again, or while the API key wasn't working.

  • It was one of the oldest when the dataset went past 5,000 records, so Geckoboard removed it.

The score in Geckoboard doesn't match Simplesat

The score integrations run once a day and cover the past 90 days, today included. Simplesat shows the dates you pick and counts responses as they arrive. A response that comes in after the day's run shows up in the next day's score.

My Geckoboard integrations stopped working, but the page still says Authenticated with Geckoboard

This happens when the API key stops working, because Simplesat checks the key only when you connect. To reconnect:

  1. Note which integrations are on.

  2. Click Revoke access.

  3. Click Authenticate, paste a current API key and click Authenticate.

  4. Click Activate integration on each integration you noted.

Responses that arrive while the key isn't working aren't added to simplesat_feedback. The next daily run of the score integrations covers the past 90 days again.

Integration error messages and what they mean explains the messages the page can show.

FAQ

How often does Simplesat send data to Geckoboard?

Responses go to simplesat_feedback no sooner than five minutes after they arrive, and again whenever they change. The CSAT and NPS scores go once a day.

How do I show our overall NPS in Geckoboard?

Use the NPS field of simplesat_nps. It holds one NPS per survey over the past 90 days, and no record combines all your surveys. Averaging the NPS ratings in simplesat_feedback won't give you an NPS either. It gives the average rating from 0 to 10.

Can I send only some surveys to Geckoboard?

No. The integrations have no survey setting, so they cover every survey. Each record has its survey's name, so you can filter on it in Geckoboard.

Can the scores cover this month instead of the past 90 days?

No, the period is fixed at the past 90 days.

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