This is one of the most commonly used & easy to set up PSA Integration supported by CyberCNS.
Some of these screens are likely to change as we go on continue adding more features.
Navigate to Integrations
Navigate to Global Settings(⚙) > Integrations and choose SherpaDesk from the integrations listed.
It will lead to a page to add credentials for your SherpaDesk Instance. Provide details as requested.
Enter Credentials
Enter Credential Name: Choose a name of your choice for the credentials to be added.
Enter API Key: Enter a SherpaDesk API Key for the credentials to be added.
🔸 How to get the API key in SherpaDesk, refer to this link https://help-desk-migration.com/help/find-api-token-sherpa-desk/.
Once all the details above are provided, SAVE the data. Likewise, can add multiple credentials in this section using the '+' sign.
The next step is to map local companies in CyberCNS to SherpaDesk companies corresponding to the selected domain.
Company Mapping
Click on Company Mapping.
Choose SherpaDesk Credentials from the dropdown and click on + Add to add Integration Mapping.
In New Company Mapping, choose the SherpaDesk Credential of your choice from the dropdown.
One of these two options could be selected
🔸Import Companies from SherpaDesk:- To import multiple companies at a time.
🔹Map Existing Company to a SherpaDesk company:- To map an existing company in CyberCNS to the SherpaDesk company.
To import multiple companies from SherpaDesk, choose Import Companies from SherpaDesk, click on Next.
In the below image, the company can be searched using the search option given.
The Page Size shows the rows per page that can be displayed for search results and the Page shows the number of pages that can be displayed for a search result.
Click on Get Companies to show the list of the companies as requested in the search column.
Once searched as per the choice or the requirement it displays the search result in the Select Companies dropdown.
In case you want to manually search the company, you can simply click on the drop-down of SherpaDesk Companies and it will list all companies available under SherpaDesk.
Once the company is selected, it shows as an additional entry below. It can be deleted in case the company mapping selected is incorrect ( you can again follow search action and select the appropriate company) or click on Next to proceed further.
Now click on Finish to import all the selected SherpaDesk companies. This completes importing companies from SherpaDesk.
In case the local company is already created in CyberCNS to be mapped with SherpaDesk company, then select Map Existing Company to SherpaDesk company and click on Next.
As shown in the below image, select the Local company and SherpaDesk company by using a dropdown or with the search bar as per the requirement.
Once the company is selected click on ‘+' to select the company and click on Finish to map all the selected SherpaDesk companies.
In the below image, selected companies can be seen with the details such as Existing Company Name, Company Name, and Mapped Date.
There is an option to Delete the Company Mapping using the Action column. Any mapping can be deleted anytime if needed.
This configured integration can be used for appropriate functionality in CyberCNS.
This completes the SherpaDesk integration.