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

Read the full guide on how to embed a Simplesat survey in your emails.

You'll need to authenticate your ConnectWise account before installing any integration. Don't worry, you only need to do this once. 😉

First you'll need to open ConnectWise, then go to system > members > API members and create a new user.

Fill in all required fields and click save.

Next, go to the API keys tab and create a new API key

Write down your public key and private key, you'll need these later.

Next go to your yourconnectwiseurl.com/login/companyinfo/connectwise

For example, if your ConnectWise URL is https://staging.connectwisedev.com/ then go to https://staging.connectwisedev.com/login/companyinfo/connectwise

On this page note down your SiteUrl. You'll also need this later.

It should look somewhat like this:

Next, go to the ConnectWise integration page by clicking here.

Click authenticate and fill in the domain, your company ID+public key & private key.

Click authenticate. You should now be authenticated with ConnectWise! 🎉

Note: If you're having trouble authenticating then consider whitelisting thes

The first time this integrations runs it will copy over all contacts from ConnectWise to Simplesat. Afterwards it will check daily for new and updated contacts and sync over those changes to Simplesat.

To set this up, go to the ConnectWise integration page by clicking here.

Authenticate if you haven't done so already, then scroll down to contact sync and click activate integration.

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

Service ticket:

Project ticket:

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

To set this up, go to the ConnectWise integration page by clicking here.

Authenticate if you haven't done so already, then scroll down to pull ticket details and click activate integration.

After that's done, scroll down to primary owner.

By default the team member of the response will be set to the ticket owner. But if you'd like this to be the person with most time entered, then change the value to most time entered

Then click save.

Simplesat can create a follow-up ticket after receiving rating.

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

To set this up, go to the ConnectWise integration page by clicking here.

Authenticate if you haven't done so already, then scroll down to create follow-up ticket after receiving rating and click activate integration.

After the integration has been activated you can select when this integration should run:

Simplesat can sync feedback to the related ticket or contact's custom fields.

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

To set this up, go to the ConnectWise integration page by clicking here.

Authenticate if you haven't done so already, then scroll down to either update ticket custom fields or update contact custom fields and click activate integration.

Next, scroll down a little to the field mapping table and map the values you want to your custom fields.

Once you've mapped your fields click save and you're done! 🎉

Simplesat can sync feedback to the related ticket as an internal note.

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

To set this up, go to the ConnectWise integration page by clicking here.

Authenticate if you haven't done so already, then scroll down to create internal ticket note and click activate integration.