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

Simplesat can sync over your contacts from ConnectWise to Simplesat.

The first time this integration gets activated it'll sync over all users, afterwards this integration will run once per day and sync over the users that have been updated in the 24 hours prior to that.

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:
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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.

Simplesat can automatically send a survey by email after a ticket has been set to closed.

To set this up you'll first need to have a survey set up as direct email delivery > event based

Configure your email, then go to the delivery tab and copy the endpoint.
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Next, go to the ConnectWise integration page by clicking here.

Authenticate if you haven't done so already, then scroll down to send a Simplesat survey after a ticket has been set to closed.

After the integration successfully activated scroll down to endpoint URL and paste the url which you've just copied from your survey.

Then click save.

Note: Currently the integration triggers once on tickets that have closed as part of their status name. If your status is named different or if you'd like it to trigger on a different status then please contact Simplesat support to set this up for you.

Note: Responses gathered through event based surveys currently don't trigger ticket integrations. Please contact Simplesat support to enable this for your event based survey.