Repairshopr / Syncro Integration¶
Setting up Helpdesk Buttons with Repairshopr or Syncro is easy.
To start you will need to set up a contact that uses the email address of “firstname.lastname@example.org” for the purposes of catching any unregistered users.
You can name the account whatever you want. In our system it’s “Mystery Human”.
This can be a customer or a contact under a customer.
Multiple Contacts per client¶
Note: This is no longer strictly necessary, but users will have to put in the email address of the customer instead of thier own address.
In case you don’t have contacts enabled and you want individuals to be able to put in tickets, this is how you do it:
Click Admin on the top bar
Click General Preferences on the left
Click Customer Settings and check the box labeled, enable multiple contacts on customers.
Get your API Key¶
Next you will need your Repairshopr or Syncro API key.
You can go get your API key on your profile page.
API Access Settings¶
For those of you who want to restrict the access the API user has, here is the security access we need: (a custom security group will need to be created and assigned to us with these permissions):
- Customers List/Search: For gathering company data like street addresses from companies
- Customers View Details: For gathering contact data like email addresses from contacts
- Ticket Comments - New: For adding public notes to tickets
- Tickets Create: For creating tickets
- Tickets Edit: For adding private notes
Keep in mind that this list is based on the current feature set. With the expansion of the product, different security settings may need to be tweaked in the future.