Integrations

Overview

Integrating your platform with ours creates a more connected and efficient way to request and manage services. Integrations allows orders created within your existing platform to be sent directly to our system, reducing the need to enter the same information across multiple platforms. Once connected, your team can continue using the tools and workflows they are familiar with, while our platform receives the information needed to coordinate and manage each order.

ServiceChannel Integration

If you already use ServiceChannel to manage work orders, then you can request an integration of your ServiceChannel account. To do so, follow these steps:

1. Express interest in setting up the integration

   • Let us know you wish to setup the integration and we will review your account and begin setting up the integration.

2. ServiceChannel Integration Agreement

   • We will send over documentation that you will need to agree to, sign, and send back to us.

3. Configure the integration (2 options)

   • Option 1 - Configure the integration yourself:

     1. Navigate to Settings.

     2. Click Integrations.

     3. Click Enable in the box that says ServiceChannel.

     4. Enter your ServiceChannel Subscriber ID. (Found at the bottom of the homepage of ServiceChannel)

     5. Click Confirm Install.

   • Option 2 - Have CheckSammy setup the integration on your behalf:

     1. Let us know you want this option.

     2. We will handle setting up the integration for you and let you know when it is done.

4. Location Mapping

   • Navigate to Settings and then Integrations.

   • Scroll down to Location Mapping.

     • You will see a list of all of the locations currently in the integration as well as a column titled CheckSammy Location which will house the locations manages within your CheckSammy customer portal.

   • Click the drop-down in the CheckSammy Location column and select the location that matches the integration location in the previous column.

5. Service Mapping

   • Navigate to Settings and then Integrations.

   • Scroll down and navigate to the Services tab of the table that is displayed.

     • You will see a list of all of the integration service types you have as well as the CheckSammy service types.

   • Drag and drop your integration service to the middle column.

   • Drag and drop the CheckSammy service that best matches.

6. Create a work order in ServiceChannel.

   • We will automatically receive your order and begin working on it.

   • You can then track this order like any other work order with us.