RepairShopr PSA Integration Setup Preferences
Learn how to configure preferences for RepairShopr integration.
Table of Contents
Once AutoElevate is successfully communicating with the RepairShopr API, and once your preferences have been received, we will continue with the following steps:
Setup of the configuration between AutoElevate and RepairShopr
Linking of users, companies and computers
Testing of the system
Please review the following items and then compile your preferences in the associated spreadsheet (RepairShopr-NewMSPInfoCollection.xlsx) and upload it to the secure OneDrive link provided to you in your PSA Integration Setup ticket.
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What Status should AutoElevate tickets be set to Initially when created? Usually, this would be New.
When you approve/deny the AutoElevate Request? Usually, this would be Resolved.
If something doesn’t work correctly with the elevation? Pick a status you already have on your system that would indicate to your staff that the ticket is waiting for technician intervention. Possibilities might be Waiting Technician or Client Follow-up Needed. This Status is rarely used but is necessary.
AutoElevate automatically enters a specified amount of time on each ticket whenever a technician takes action on a privilege request. The default amount is 15 minutes and can be changed to whatever value you want in the Admin Portal. If set to 0, timer entries are disabled, and only a note of the outcome is entered in on the ticket. We need three pieces of information that can be referenced from a timer entry on a ticket.
What should be the default amount of time that AutoElevate records? (default is 15 minutes)
Who should be the default user? This is needed in case the AutoElevate user that responds isn’t linked to a RepairShopr user
Should the timer entry Charge Time for these different AutoElevate Request outcomes?
- Approved – One Time (Yes or No)
- Approved – Rule Made (Yes or No)
- Denied – One Time (Yes or No)
Denied – Rule Made (Yes or No)
Ticket Issue Type
Create a new Ticket Issue Type called Privilege Request, or we can map to an existing Issue Type. Please specify on the form.
To create a new Privilege Request Ticket Issue Type, go to Settings -> Ticket Settings -> Ticket Issue Types -> Add
Enter Privilege Request for the name
- Click Save at the bottom of the screen