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TOPdesk integrations
Jos Barteling avatar
Written by Jos Barteling
Updated over 2 months ago

Add a Simplesat survey to TOPdesk

Simplesat allows you to create a CSAT, NPS, CES or 5-star survey that you can embed in your automated TOPdesk email notifications.


Authenticating with TOPdesk

To authenticate with TOPdesk you'll first need to set up an application password in your TOPdesk environment.

Start off by opening TOPdesk, then click βš™ icon in the top-right corner and go to my settings.

Scroll down to application passwords and click add.

Name your application Simplesat and set an expiry date.

Copy your newly created password, you'll only be able to see this once!

Click the authenticate button, then fill in your TOPdesk username, newly created application password and your TOPdesk URL.

Your TOPdesk URL is the URL you use to access TOPdesk without the https:// at the beginning and the / at the end of the URL. It should be something like

simplesat.topdesk.net

Once that's all filled in click authenticate.

You're now authenticated with TOPdesk! πŸŽ‰


Pull additional details

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

For incidents:

Object

Data collected

Incident

Description, Priority, Type, Number, Impact, Category, Subcategory, Urgency, Duration

Caller

ID, Name, Email, Company

Operator

ID, Name

For changes:

Object

Data collected

Change

Description, Priority, Type, Number, Impact, Category, Subcategory

Requester

ID, Name, Email, Company

Coordinator

ID, Name, Type

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

Here's an example of how this will look in Simplesat:

Authenticate with TOPdesk if you haven't done so already, then under pull additional details click activate integration.


Display feedback in an incident comment

Simplesat can display a customer's feedback in the related incident as a comment.

Here's an example of how this will look in TOPdesk:

Authenticate with TOPdesk if you haven't done so already, then under display feedback in an incident comment click activate integration.


Sync contacts

Simplesat can sync new and edited users from TOPdesk over to Simplesat

The following fields will be synced over:

  • ID

  • Name

  • Email

  • Company

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.

Scroll down to sync contacts and click activate integration.


Sync feedback to a person's custom fields

Simplesat can sync feedback data to a person's custom fields.

Here's an example of how this will look in TOPdesk:

Before activating this integration you'll first need to create these fields in TOPdesk. How to do this can be found in TOPdesk's documentation.

Once that's all set up, go to the TOPdesk integrations page.

Scroll down to sync feedback to a person's custom fields and click activate integration.

Once it's activated, scroll down a little more and map the Simplesat data to the fields where you would like to have it displayed.

Then click save.

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