HaloPSA integrations
Jos Barteling avatar
Written by Jos Barteling
Updated over a week ago

Add a simplesat survey to HaloPSA

Simplesat allows you to create surveys that you can embed HaloPSA email templates.


Authenticating with HaloPSA

You'll need to authenticate your HaloPSA account before installing any integration. Don't worry, you only need to do this once. πŸ˜‰

Start off by going to your HaloPSA environment, then go to configuration > HaloPSA API.

Click on view applications and create a new application.

Use the following settings for the application:

Name: Simplesat

Authentication method: Authorisation Code (Native Application)

Permissions: All

Then click save and copy the client ID.

At URL type in your HaloPSA URL. For example https://simplesat.halopsa.com/

You need to include the https:// in front of, and the / at the back of the URL!

At client ID fill in the client ID which you've just created and click authenticate.

You're now authenticated with HaloPSA! πŸŽ‰


Add private note to ticket

Simplesat can display feedback in the related HaloPSA ticket as a private note.

Here's an example of what this looks like in HaloPSA:

Next, scroll down to add private note to ticket and click activate integration.


Add feedback to ticket custom fields

Simplesat can add feedback to a ticket's custom fields.

Here's an example of what this looks like in HaloPSA:

To set this up you'll first need to create custom fields in HaloPSA.

Start off by going to configuration > custom fields

Make sure that entity is set to ticket.

Next, create 3 custom fields:

  • field name: simplesatrating

  • field label: Simplesat rating

  • type of field: text

  • only show this field to agents: check

  • tab: select the tab where you want the field to be displayed

  • field name: simplesatsentiment

  • field label: Simplesat sentiment

  • type of field: text

  • only show this field to agents: check

  • tab: select the tab where you want the field to be displayed

  • field name: simplesatcomment

  • field label: Simplesat comment

  • type of field: text

  • only show this field to agents: check

  • tab: select the tab where you want the field to be displayed

Then go to configuration > ticket > ticket types and go to the type of ticket where you'd like the fields to be displayed.

Click edit and navigate to the field list tab. Then add the 3 fields you've just created.

When you're done click save.

Repeat this for every ticket type where you want the Simplesat feedback to be visible.

Scroll down to add feedback to ticket custom fields and click activate integration.


Add latest rating to a user's custom fields

Simplesat can add feedback to a user's custom fields.

Here's an example of what this looks like in HaloPSA:

To set this up you'll first need to create custom fields in HaloPSA.

Start off by going to configuration > custom fields

Make sure that entity is set to user.

Next, create 5 custom fields:

  • field name: latestcsat

  • field label: Latest Simplesat CSAT rating

  • type of field: text

  • only show this field to agents: check

  • tab: select the tab where you want the field to be displayed

  • field name: latestces

  • field label: Latest Simplesat CES rating

  • type of field: text

  • only show this field to agents: check

  • tab: select the tab where you want the field to be displayed

  • field name: latestnps

  • field label: Latest Simplesat NPS rating

  • type of field: text

  • only show this field to agents: check

  • tab: select the tab where you want the field to be displayed

  • field name: latestfivestar

  • field label: Latest Simplesat 5-star rating

  • type of field: text

  • only show this field to agents: check

  • tab: select the tab where you want the field to be displayed

  • field name: latestsentiment

  • field label: Latest Simplesat sentiment

  • type of field: text

  • only show this field to agents: check

  • tab: select the tab where you want the field to be displayed

Scroll down to add feedback to a user's custom fields and click activate integration.


Pull ticket details

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

Object

Data collected

Ticket

ID, Summary, Priority, SLA, Team, Category

Contact

ID, Name, Email, Company

Owner

ID, Name, Email

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

Authenticate, if you haven't done so already.

Then scroll down to pull ticket details and click activate integration.

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